About this role
State of Location: Pennsylvania Position Summary:
Ivy Health is a fast-growing, private equity-backed outpatient healthcare platform generating over $700M in revenue across 18 states. We're seeking a Senior Vice President of Finance to serve as the CFO's strategic right hand — turning complex, multi-site healthcare operations into sharp forecasts, rigorous analysis, and decisions the executive team and Board can act on.
This is a high-visibility, high-impact role. You will be the primary financial business partner to the CEO, CFO, COO, and Board — building the planning discipline, performance infrastructure, and talent engine that scale with the business. You'll work directly with our private equity sponsor, Waud Capital, and play a central role in Ivy Health's next chapter: continued organic growth, De Novo expansion, M&A, and a future exit/IPO. Job Description:
This position has the opportunity to work remotely within the Eastern or Central Time Zone (EST/CST), with required travel for business meetings.
STRATEGIC PRIORITIES & KEY RESPONSIBILITIES Strategic Financial Leadership
• 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
Performance Management & Reporting
• Architect and own the company's end-to-end performance management reporting for the Ivy Health 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 Health 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
FP&A Team Leadership & Talent Development
• 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
Technology, Systems & Scalable Infrastructure
• 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
Cross-Functional Partnership
• 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
QUALIFICATIONS & EXPERIENCE
Required
• 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; MBA, CPA, or CFA strongly preferred
• 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
Why Choose Ivy Health?
• Exceeding Expectations: Deliver best-in-class care and witness exceptional patient outcomes.
• Incentives Galore: Eligibility for full benefits package beginning within your first month of employment. Generous PTO (Paid Time Off) plans and paid holidays.
• Empowering Values: Live by values that prioritize teamwork, growth, and serving others.
#LI-ST1 #LI-Remote
We are an equal opportunity employer, committed to diversity and inclusion in all aspects of the recruiting and employment process. Actual salaries depend on a variety of factors, including experience, specialty, education, and organizational need. Any listed salary range or contractual rate does not include bonuses/incentive, differential pay, or other forms of compensation or benefits.
ivyhealth.com