Associate Director - Finance

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.

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.