Reports to: Chief Executive Officer

Position Summary:

OrthoFi Inc., based in Denver, Co, is a rapidly growing tech enabled service startup that is revolutionizing the way orthodontists acquire, finance, and manage new patients.  Founded by a dynamic combination of Orthodontists, Wall Street veterans, and Fortune 500 executives, OrthoFi is showing dramatic monthly recurring revenue (MRR) growth and is poised to alter the landscape of cash pay health services over the next five years.

The ideal candidate will have 10+ years of financial leadership experience with the some experience in the software space.  The executive will be responsible for the day-to-day leadership of the company’s FP&A (financial planning & analysis) and accounting operations while serving as the right hand person to the CEO for any general business matters. This person is a self-starter who thrives in the fast-paced, sometimes unstructured environment of a technology and financial services startup, who can bring process expertise to the function while producing results with minimal supervision. The executive will focus on key growth initiatives and customer financial analysis, while managing cashflows, accounting operations, and budgeting.  Additional responsibilities include legal, compliance, and tax.

Responsibilities:

• Work closely with the CEO to develop and oversee the business strategy, budget and timeline, according to the company's strategic objectives and goals.

• Provide leadership and a vision for the finance team to ensure the highest standards of financial excellence and efficiency

• Lead, mentor, and support Finance Team in creating a high performing team and creating a culture of accountability through transparency, open dialog, and collaboration

• Participate in the executive management leadership team to provide direction on business planning and processes, defining and tracking critical business metrics, goals and objectives and forecasts

• Be knowledgeable of and be prepared to cite key current operational statistics and financial numbers on the spot

• Provide analytical and financial support to functional departments including Operations, Technology and Business Development

• Drive budgetary planning processes and monitoring, including creation and maintenance of product models

• Own and analyze proprietary patient credit model

• Manage a team of financial analysts and outside professional services vendors (lawyers, tax accountants, etc)

• Provide guidance for monthly accounting close responsibilities

Professional Background:

• 8 - 12 years of experience at either a top investment bank, strategy consulting firm, “Big Four” accounting firm, or operational experience at a technology or financial services start-up

Qualifications:

• Bachelor’s degree in Finance, Accounting or Economics required from a top undergraduate program with a history of strong academic excellence.  MBA preferred but not required

• Motivated self-starter with advanced problem solving and issue resolution skills

• Ability to manage multiple projects with tight deadlines, to follow through to completion and to present conclusions to senior management in an organized and thoughtful fashion

• Advanced knowledge of Excel with strong financial modeling skills

• Experience with SQL a plus (will need to learn it on the job)

• Familiarity with statistical software (Tableau)

• Certification or progress toward CPA or CFA a plus, but not required