JRG Partners has been exclusively retained to identify a transformative Chief Financial Officer (CFO) for a high-growth, private equity-backed HealthTech company based in the vibrant hub of Nashville, Tennessee. This is a pivotal executive leadership role for a strategic and operationally-minded finance leader prepared to steer a rapidly scaling organization through its next phase of significant growth, innovation, and market leadership. Our client is a disruptive force in the healthcare technology space, dedicated to improving patient outcomes and streamlining healthcare operations through its innovative platform. Backed by a premier private equity firm, the company is poised for aggressive expansion, both organically and through strategic acquisitions.
As the CFO, you will be a key member of the executive team and a true strategic partner to the Chief Executive Officer (CEO) and the Board of Directors. You will be responsible for the entire financial infrastructure of the company, moving beyond traditional accounting to provide critical insights that shape business strategy, drive profitability, and maximize enterprise value. This role requires a dynamic leader who can thrive in a fast-paced, PE-owned environment, balancing the demands of rigorous financial reporting and controls with the need for agile, forward-looking strategic planning. You will be instrumental in building a world-class finance function, guiding the company through complex financial landscapes, and playing a central role in future M&A activities, capital raising efforts, and the ultimate successful exit. This is a unique opportunity to make a substantial impact on a mission-driven company at the forefront of healthcare innovation.
Key Responsibilities of CFO, Portfolio Company with a PE-backed HealthTech – Nashville, TN
The Chief Financial Officer will have a broad range of responsibilities, overseeing all aspects of the company’s financial health and strategy. Key duties include:
Strategic Financial Leadership & Planning
- Partner with the CEO and executive team to develop and execute the company’s long-term strategic plan, providing financial modeling, analysis, and insights to support key decisions.
- Lead the annual budgeting, forecasting, and long-range financial planning processes, ensuring alignment with strategic objectives and PE sponsor expectations.
- Develop and manage key performance indicators (KPIs) and financial metrics (including SaaS metrics like ARR, LTV, CAC, and Churn if applicable) to monitor business performance and drive accountability across the organization.
- Serve as the primary liaison to the private equity sponsor and Board of Directors, preparing and presenting comprehensive financial reports, board materials, and performance analyses.
Financial Operations & Controls
- Oversee all accounting operations, including the monthly/quarterly close process, general ledger, A/R, A/P, payroll, and revenue recognition, ensuring compliance with GAAP.
- Implement and maintain a robust system of internal controls to safeguard company assets and ensure the integrity of financial reporting.
- Manage the company’s treasury function, including cash management, forecasting, and banking relationships to optimize liquidity and capital structure.
- Lead the annual external audit process and manage relationships with independent auditors.
- Ensure timely and accurate tax compliance and reporting at the federal, state, and local levels.
M&A, Capital Strategy & Investor Relations
- Play a leading role in the evaluation, due diligence, negotiation, and integration of potential M&A targets to accelerate growth.
- Develop and execute the company’s capital allocation strategy, including managing debt facilities and exploring financing options to support growth initiatives.
- Build and manage sophisticated financial models to support valuation, deal structuring, and post-acquisition integration planning.
- Act as a key point of contact for investors, lenders, and other external financial stakeholders, effectively communicating the company’s financial performance and strategic direction.
Team Leadership & Scalable Infrastructure
- Build, lead, and mentor a high-performing finance and accounting team, fostering a culture of excellence, collaboration, and continuous improvement.
- Assess and upgrade financial systems, processes, and infrastructure (e.g., ERP, BI tools) to support the company’s rapid growth and evolving reporting needs.
- Provide leadership across the organization, partnering with other department heads (Sales, Marketing, Operations, Technology) to drive efficiency and profitability.
- Champion data-driven decision-making throughout the company, ensuring that financial insights are accessible and actionable for all leaders.
Requirements for the CFO, Portfolio Company with a PE-backed HealthTech – Nashville, TN
The ideal candidate will be a seasoned and strategic finance executive with a proven track record of success in a private equity-backed environment. We are seeking a leader with exceptional analytical skills, strong business acumen, and the ability to operate at both a strategic and tactical level.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA and/or CPA designation is strongly required.
- A minimum of 15 years of progressive financial leadership experience, with at least 5 years in a senior leadership role (e.g., CFO, VP of Finance) for a company of comparable size and complexity.
- Demonstrable experience serving as a CFO or #2 finance executive within a private equity-backed company is mandatory. Must have a deep understanding of PE reporting requirements, value creation levers, and exit processes.
- Proven track record of successfully leading and integrating M&A transactions from diligence through post-close integration.
- Strong experience in developing sophisticated financial models, budgets, and forecasts to support high-growth environments.
- Exceptional leadership and team-building skills with a history of recruiting, developing, and retaining top talent.
- Outstanding communication and presentation skills, with the ability to articulate complex financial concepts to a wide range of audiences, including the executive team, board members, and investors.
Preferred Qualifications
- Experience within the HealthTech, healthcare services, or a related technology (SaaS) industry is highly preferred.
- Familiarity with the unique financial aspects of the healthcare industry, such as revenue cycle management (RCM), HIPAA compliance, and navigating the complexities of the U.S. healthcare reimbursement landscape.
- Experience leading the selection and implementation of financial systems (ERP, BI tools) to scale a growing business.
- Prior experience working in Nashville or a willingness to relocate to this dynamic and growing city.
- An entrepreneurial spirit, comfortable with ambiguity and adept at managing change in a fast-paced environment. Keeping up with the latest trends in the HealthTech sector will be key to success.
Benefits & Perks Offered
Our client offers a highly competitive and comprehensive compensation package designed to attract and retain a top-caliber executive. This includes:
Competitive Executive Compensation
A highly attractive base salary and an aggressive annual performance-based bonus plan.
Meaningful Equity Participation
A significant equity stake in the company, providing the opportunity for substantial wealth creation tied to the success of the business and a successful PE exit.
Comprehensive Health & Wellness
A full suite of benefits, including premium medical, dental, and vision insurance for you and your dependents.
Retirement Savings
A 401(k) plan with a generous company match.
Generous Paid Time Off
A flexible and generous PTO policy to support a healthy work-life balance.
Professional Development
A budget for continued learning, executive coaching, and industry conference attendance.
Relocation Assistance
A comprehensive relocation package is available for the right candidate.
How to Apply
JRG Partners is leading the exclusive search for this critical role. If you are a results-driven, strategic CFO with the requisite private equity and leadership experience, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter outlining your qualifications and interest. For more information about our expertise in this area, please visit the JRG Partners’ Private Equity practice page. All inquiries and applications will be held in the strictest confidence.
