Associate Director of Finance

Role: Associate Director of Finance

Years of experience: 10–15+

About the Client:

Our client is a leader in AI-driven revenue cycle management, transforming medical coding and revenue operations with cutting-edge technology.

The company has raised $11 million in total funding from top investors, including Accel and Together Fund.

Key Responsibilities:

Financial Strategy & Planning

Develop and drive the company's financial strategy and long-term financial planning.

Build and maintain the company's financial model and growth projections.

Support leadership in strategic decision-making, expansion plans, and new initiatives.

Work on pricing strategy, margins, and business model improvements.

Provide financial insights to support business growth and profitability.

Fundraising & Investor Management

Lead financial preparation for fundraising rounds.

Build financial models, projections, and valuation scenarios.

Manage investor reporting and board reporting.

Support due diligence, data room preparation, and investor discussions.

Work closely with founders on fundraising strategy and capital planning.

Financial Planning & Performance Management

Oversee budgeting and forecasting process.

Track company performance vs plan and provide strategic insights.

Monitor cash flow, runway, and capital allocation.

Identify financial risks and opportunities for growth and cost optimization.

Leadership & Team Management

Manage and mentor the Finance team.

Oversee finance operations at a high level without being involved in daily accounting.

Help build scalable financial processes and reporting structures.

Business Partnering

Work closely with Sales, Operations, HR, and Leadership teams on planning and business decisions.

Evaluate new business opportunities, partnerships, and investments.

Support strategic projects and company expansion plans.

Qualification:

CA / MBA Finance / CFA preferred.

10–15+ years of experience in Finance, Strategic Finance, FP&A, Investment Banking, Consulting, or Startup Finance.

Strong financial modeling and business planning experience.

Experience in fundraising and investor management.

Experience working with founders and leadership teams.

Strong analytical, strategic thinking, and leadership skills.

Startup or high-growth company experience preferred.