Note: The job is a remote job and is open to candidates in USA. Ivy Health is a fast-growing outpatient healthcare platform providing physical therapy, occupational therapy, speech therapy, and applied behavior analysis services. The Senior Vice President of Finance will serve as the CFO's strategic deputy, leading financial planning, forecasting, performance management, analytics, reporting, and capital allocation while partnering with executive leadership, the Board, lenders, and private equity sponsors. The role also oversees FP&A talent development, finance technology modernization, AI adoption, cost optimization, risk management, and scalable infrastructure for growth, acquisitions, and a potential exit or IPO.
Responsibilities
- Serve as the CFO's primary deputy on all planning, budgeting, forecasting, and investor & lender-facing financial matters
- Lead the development and execution of the annual operating budget, multi-year strategic financial plan, and rolling forecasts aligned to value creation objectives
- Partner with the Executive Leadership Team to translate financial performance, market dynamics, and operational trends into Board narratives and investor materials
- Drive scenario modeling, sensitivity analysis, and capital allocation frameworks that sharpen strategic decision-making and cashflow management
- Build investor-grade financial forecasting models, strategic narratives, and public-company ready processes to support next investor phase for Ivy Health
- Lead financial and operational analytics to support future capital raises from lenders and investors
- Own the development of business cases and ROI models to support strategic investments including operational, technology and AI, and corporate infrastructure
- Architect and own the company's end-to-end performance management reporting for the Ivy senior leadership, board and PE sponsor — including KPIs, dashboards, variance analysis, forecasting scenario analysis including risks and opportunities, and capital planning
- Lead monthly and quarterly operating reviews with the Ivy executive leadership team and PE sponsors, with clear linkage from operational drivers to consolidated financial results
- Oversee financial reporting obligations to the company's equity sponsor and lender group, ensuring accuracy, timeliness, and covenant compliance
- Lead a data science team to provide operational insights and models to support enterprise value creation
- Oversee cost management and optimization throughout the company with a focus on corporate investments, vendor procurement, and operational cost insights
- Partner with Accounting through the monthly close to validate financials and deliver rapid, decision-grade management reporting including cost center level, actionable reporting
- Leverage AI and automation to drive actionable insights at both the executive leadership level and the clinic level
- Build, lead, and develop a best-in-class FP&A team, fostering a culture of analytical rigor, accountability, and continuous improvement while championing Ivy Health’s core values
- Establish clear roles, development plans, and succession pathways; attract top finance talent to support the company's scaling trajectory
- Prepare the FP&A team for the next phase of the Ivy Health investors including leading the team through a potential exit process
- Champion AI adoption in FP&A including embedding AI tools in workflows and coaching the FP&A team to leverage these tools
- Own the FP&A technology roadmap — implementing and optimizing, AI and BI tools (e.g., Adaptive, Power BI, Claude, Co-Pilot, Gemini) to support scale and efficiency
- Partner with Controller and IT leadership to modernize the financial data ecosystem, drive automation, and reduce manual reporting burden
- Build scalable financial processes and controls that can efficiently support multi-state clinic expansion and acquisitions integrations
- Provide financial leadership and partnership to the Revenue Cycle function, including revenue recognition, collections performance, and revenue analytics
- Partner across the entire enterprise on developing investment business cases and value creation realization tracking with a specific focus and expertise in AI investment ROI models
- Provide financial and procurement rigor to optimize costs throughout the enterprise
- Lead enterprise risk management process
- Partner with executive leadership team and the Chief of Staff to drive execution on the enterprise priority process
Skills
- 15+ years of progressive finance experience, with a minimum of 5 years in a senior FP&A and / or finance leadership role
- Demonstrated track record in multi-site, multi-state healthcare services or similar operationally complex, high-growth environments
- Prior experience working within or directly alongside private equity-backed companies including sponsor-grade reporting and board-level presentations
- Expertise in financial modeling, business case development, scenario analysis, and long-range planning
- Strong command of healthcare financial drivers including healthcare revenue and operating costs, corporate costs, capital, and initiative-level ROI value creation pull through
- Proven ability to lead, develop, and scale finance teams in dynamic, growth-oriented organizations including experience with M&A, De Novos, and organic growth opportunities
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Advanced proficiency in Excel/financial modeling; experience with enterprise BI or planning platforms (Workday Adaptive, Power BI,) and experience with AI LLM platforms (Claude, Co-pilot, and Cowork)
- Familiarity with lender reporting obligations, covenant compliance, and debt capital structures common in PE-backed platforms
- Experience in PE exit processes and / or public company FP&A
- MBA, CPA, or CFA strongly preferred
Benefits
- Opportunity to work remotely within the Eastern or Central Time Zone (EST/CST)
- Eligibility for full benefits package beginning within your first month of employment
- Generous PTO (Paid Time Off) plans
- Paid holidays
Company Overview