Lead financial operations and strategic FP&A at a fast-growing, New York-based healthcare SaaS PE platform backed by Amulet Capital Partners.
Why We Like This
Strategic Impact: Lead finance ops and FP&A in a dynamic PE environment - reporting directly to the CEO.
Cross-Functional Exposure: Own all things finance and play a key role in executing add-on strategy for the "TikTok of Healthcare."
Growth Opportunity: Step into a VP role at a disruptive healthcare SaaS platform with a ~3 year CFO track.
Requirements
Transaction or Deal Experience: Proven track record in sell-side investment banking, private equity deal teams, or strategic finance roles, with hands-on exposure to M&A, valuations, due diligence, and deal structuring—critical for navigating complex transactions.
Strong Financial Acumen: Deep expertise in P&L management, cash flow oversight, and operational metrics, coupled with the ability to build sophisticated financial models and translate data into actionable business insights that drive value.
PE Fluency & Mindset: Comfortable operating within private equity frameworks, including PE reporting, capital structures, portfolio company KPIs, and value creation levers—able to effectively partner with sponsors and speak their language.
Desire to Transition into Operational Finance: Motivated to move from deal-centric roles in IB or PE into a hands-on operational finance leadership position within a growth-oriented company, ready to own and scale finance functions.
Responsibilities
Lead FP&A and Finance Operations: Drive budgeting, forecasting, long-range planning, KPI reporting, and budget vs actual analysis to support strategic decision-making and optimize financial performance.
Manage P&L and Cash Planning: Own the P&L with a focus on cash flow management and capital allocation to ensure financial health and scalability.
Optimize Finance Processes, Systems & Controls: Enhance financial operations, workflows, and data integrity; implement or upgrade ERP/tools; and build scalable processes to support rapid growth.
Support M&A and Integration Activities: Collaborate with the PE team on add-on sourcing, financial modeling, due diligence, and post-close integration to ensure smooth consolidation and value capture.
Partner with Leadership to Drive Performance: Work closely with the CEO and PE partners to align financial resources with strategic priorities, improve operational efficiency, and meet growth and profitability targets.
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