Head of Finance & Accounting

About the role

Are you looking to join a scaling business dedicated to advancing global health through passion, purpose, and people? 

As a member of our motivated and compassionate team, you'll contribute to delivering cutting-edge data, evidence, and analytics solutions. Embrace an entrepreneurial culture that fosters creativity and collaboration, where your innovative contributions shape the future of health analytics. Enjoy a collaborative and caring work environment, with opportunities for continuous learning and professional development. Experience the direct impact of your work on our rapid growth and the meaningful mission of empowering leaders to make a positive impact on health outcomes. Our thriving and expanding organization also provides:

• Competitive salaries
• Discretionary bonuses
• Start-up type opportunities
• Comprehensive benefits, including health and dental coverage, 401(k) contributions, a gym stipend, and unlimited paid time off (PTO)

What you'll do

As the Head of Finance & Accounting, you will be responsible for leading the day-to-day financial operations of Stage Analytics while ensuring the integrity of the company's accounting records, financial reporting, internal controls, and compliance. The Head of Finance & Accounting oversees accounting, budgeting, financial planning, cash management, payroll, and financial analysis to support informed business decisions and sustainable growth. As a key member of the leadership team, the Head of Finance & Accounting partners with executives to provide financial insights, improve operational efficiency, manage financial risk, and ensure the company's financial resources support strategic objectives.

Financial and Accounting Operations:

• Own and oversee the daily finance and accounting function, including GL activities, A/P/A/R, cash management, payroll coordination​ and financial reporting
• Lead the monthly, quarterly, and year end close processes and ensure timely, accurate, and complete financial statements and​ reconciliations
• Maintain appropriate accounting policies, internal controls, documentation, and financial procedures to safeguard company assets and​ support accurate reporting
• Monitor cash balances, working capital, collections, payment obligations, and short and long term liquidity needs
• Coordinate with external accounting, tax, audit, banking, benefits, payroll, and other financial partners as needed
• Personally investigate discrepancies, troubleshoot financial issues, improve processes, and perform detailed financial work when​ required

Financial Planning and Analysis:

• Lead the annual budgeting process and maintain rolling forecasts for revenue, expenses, cash flow, and profitability
• Develop financial models and scenario analyses to support hiring, investments, pricing, growth initiatives, partnerships, and other​ business decisions
• Analyze actual performance against budget and forecast, identify key drivers and variances, and recommend corrective actions
• Develop and maintain executive dashboards and KPIs that provide leadership with clear visibility into financial and operating​ performance
• Support long range financial planning and translate strategic growth objectives into measurable financial assumptions and resource​ requirements

Client and Project Finance:

• Monitor project and client financial performance, including contract value, milestone billing, estimated vs actual hours, passthrough​ expenses, and profitability
• Partner with project leaders to maintain accurate billing forecasts and identify risks to revenue, margin, billing timing, or collections
• Oversee invoicing requirements, purchase orders, payment terms, client billing platforms, and accounts receivable follow-up
• Provide client-, project-, and portfolio-level profitability analysis to support pricing, staffing, and delivery decisions

Strategic and Executive Partnership:

• Serve as a trusted financial advisor to the CEO, Principals, and leadership team by translating financial information into clear business​ insights and recommendations
• Provide independent, fact based analysis of business performance, risks, opportunities, and resource needs
• Partner with leadership on revenue planning, cost management, workforce planning, profitability improvement, and growth initiatives
• Prepare and present financial reporting, forecasts analyses, and recommendations for executive and ownership discussions

Process Improvement and Scalability:

• Assess and improve finance workflows, systems, reporting, controls, and documentation to increase efficiency, accuracy and scalability• Identify opportunities to automate, simplify, outsource, or redesign transactional processes while maintaining appropriate controls
• Build finance processes that can support Stage Analytics as the organization and client portfolio grow

Regulatory Compliance and Ethical Standards:

• Ensure compliance with applicable accounting standards, financial reporting requirements, tax obligations, internal controls, and​ company policies
• Maintain accurate financial records and support timely completion of required audits, filings, and regulatory reporting
• Uphold confidentiality, integrity, and ethical standards in handling sensitive employee, client, accounting, and financial information.
• Promote appropriate financial controls and practices that safeguard company assets and support accurate, transparent financial​ reporting

Who Are You

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• 8+ years of progressive finance and accounting experience, including responsibility for both accounting operations and FP&A
• Demonstrated hands on experience with month end close, financial reporting, A/P, A/R, cash management, budgeting, forecasting, and internal controls
• Experience developing financial models, forecasts, budgets, scenario analyses, and exec-level financial reporting
• Experience operating in a small, mid-sized, entrepreneurial, professional services, healthcare, consulting SaaS, or growth oriented organization preferred
• Strong knowledge of GAAP and financial reporting principles
• Advanced proficiency with Microsoft Excel and financial/accounting systems; experience improving or implementing finance technology and reporting tools preferred
• Ability to communicate financial information clearly to both financial and non-financial stakeholders

Nice to Haves:

• Experience in healthcare consulting, professional services, analytics, or another project based business
• Experience with project accounting, milestone based billing, utilization, client profitability, and revenue forecasting
• Experience supporting executive leadership, founders, owners, or boards in a privately held or entrepreneurial company
• Experience building or scaling a finance function
• Experience with M&A, valuation equity administration banking relationships, or strategic transactions

About Stage Analytics, Inc

Stage Analytics was founded in 2017 to empower leaders to advance health through passion, purpose, and people. We are a group of motivated, compassionate, and caring people dedicated to deliver the best data, evidence, and analytics solutions in the world.