Head of Finance - Series B, Healthcare AI Startup

Overview We are partnering with a high-growth healthcare AI startup transforming specialty clinic operations. As the first finance hire , you’ll build the finance function from the ground up, set core processes, and shape the financial strategy that fuels rapid growth. This is a hands-on, foundational role reporting directly to the CEO, with a seat at the executive table and exposure to fundraising and strategic decision-making. This role combines hands-on execution with strategic leadership, preparing you for future CFO responsibilities.

Key Responsibilities Build Finance 0 → 1 : Establish forecasting, budgeting, reporting, compliance, and internal controls.

Hire & Lead : Build and manage a lean finance team, starting with a senior accountant and finance operations specialist.

Be Hands-On : Roll up your sleeves on reconciliations, board decks, and reporting; nothing is “too small.”

Leverage AI : Use AI-driven tools to streamline workflows, improve accuracy, and generate insights.

Partner with Leadership : Collaborate with the CEO and leadership team to track performance, shape growth strategy, and support fundraising.

Scale Systems : Build scalable finance systems and reporting infrastructure to support 3x team growth.

Board & Investor Reporting : Deliver transparent, compelling reports to current and future investors.

Why Candidates Should Join Ground-Floor Opportunity : First finance hire, building the function from scratch and leading a team.

High-Growth Environment : Millions in ARR, rapid scaling, measurable patient impact.

Equity & Compensation : Competitive salary plus equity, aligning your success with the company’s growth.

Innovative Team : Collaborate with founders and executives from top healthcare AI and tech backgrounds.

Candidate Profile Experience :

4–10 years in investment banking, private equity, corporate finance, or strategic finance.

2+ years in M&A, investing, or corporate development at a high-growth startup.

Experience building finance processes from 0 → 1 in B2B SaaS or B2C startups.

Education :

Bachelor’s degree required.

Skills & Mindset :

Expert in financial modeling, forecasting, and turning data into actionable insights.

Experience with board and investor reporting.

Scrappy, hands-on, builder’s mentality; comfortable in the weeds and presenting to executives.

Willingness to work on-site 4 days / week in downtown San Francisco.

Key Responsibilities Drive financial strategy : budgets, forecasts, SaaS KPIs (ARR, NRR, CAC, LTV), and scenario planning.

Lead investor relations & fundraising readiness, including Board reporting and due diligence.

Oversee commercial finance : pricing, margins, revenue recognition (ASC 606), and profitability tracking.

Ensure financial control & compliance, including audits, tax, and risk management.

Build and mentor a high-performing finance team while embedding financial accountability across the business.

Ideal Candidate Profile 10+ years in finance, with 5+ years in senior SaaS / FinTech roles.

Experience scaling finance functions through Series A / B / C or pre-exit stages.

Strong FP&A, SaaS metrics expertise, investor-facing reporting, and commercial partnership skills.

Highly analytical, collaborative, calm under pressure; CPA or MBA preferred.

Ambitious and ready to progress into a CFO role.

Compensation & Benefits Base Salary : Up to $250,000 (DoE) + discretionary bonus (20–30%)

Equity upside

Medical, dental, vision insurance

401(k) with employer match

Employer-sponsored life, LTD, STD insurance options

Unlimited PTO, hybrid working flexibility.

Clear progression to CFO-level responsibilities and title within 2–3 years

Confidentiality Statement At Quix Recruitment, we prioritise confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we will arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company.

Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

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