Job Description

Harvest CFO Executive Search has been retained to provide a highly skilled Chief Financial Officer (CFO) for a leading concierge healthcare services and longevity brand delivering a next-generation preventive health model. This niche healthcare segment is currently an $8BN US market experiencing >10% annual growth towards $13BN by 2030. By combining cutting-edge science, advanced AI-guided diagnostics, and restorative therapeutics, this company integrates regenerative medicine and AI-driven health intelligence to detect disease early, optimize performance, and extend healthspan. Through its more than 8,000 members, this company has assembled one of the largest long-term health datasets focused on prevention and early disease intervention allowing the company to move beyond short-term results and instead show measurable improvements across heart health, metabolic disease, brain aging, liver disease, and early cancer detection.

Founded in 2020 by pioneering leaders in business, medicine, and innovation, this company fills a critical void in healthcare: the absence of proactive, data-driven care that emphasizes prevention, optimization, and the extension of both healthspan and lifespan. Currently generating more than $50MM in annual revenues with four centers located in strategic markets and has a strategic plan of continuous rapid growth by continuing to open centers in strategic geographic markets across the US.

This CFO role is a key executive leadership position tasked with leading a financial management function to enable continued, profitable growth and partnering with the CEO and management to achieve the strategic plan. The CFO needs to be “operations focused” and is tasked to partner with the CEO and management to assess financial performance across all revenue streams and implement initiatives toward improving profitability, cash flow and liquidity. The CFO will play a key leadership role improving ERP and IT systems and processes as the organization scales. The CFO will be a key leader in forming strategy and execution as to expansion of the geographic footprint including financing initiatives and capital raises.

This role provides a competitive compensation and benefit package, including equity participation.

Harvest CFO Executive Search is the premier executive search partner for the CFO role for private equity portfolio and middle market companies.

Desired Competencies

• Direct industry experience in multi-location healthcare services and/or HealthTech a big plus.
• Successful experience:
• as a financial leader who is both “hands-on” and “scalable” in a commercial operations environment with revenues of at least $50MM with proven ability to manage growth and change;
• as a strategic business partner with the CEO, management team, and Board to achieve targeted results and strategic plan;
• as a data-driven leader, driving performance through strong analytical/FP&A/KPI bias and building/managing a high performing FP&A function;
• implementing/managing initiatives to optimize profitability, cash flow and working capital;
• managing internal treasury functions including banking relationships, working capital forecasting and liquidity planning;
• as a change leader/manager advancing financial management best practices across the business;
• as an operations-focused business partner effectively teaming across all organizational functions;
• introducing/improving pricing methodologies and revenue models to positively impact margins and revenue streams;
• partnering with center leadership as to implementing performance metrics and financial/operational reporting;
• negotiating and managing procurement processes;
• in a leadership role as to evaluation, improvements, upgrades and implementations of ERP and IT systems;
• building a value-add finance and accounting function to support the business and achieve strategic goals;
• leading capital raises for debt/equity as needed to fund execution of growth goals;
• leading investor relations as to communicating ongoing financial and operational results and forecasted expectations.

• Reports directly to the company’s CEO and board.
• Reporting to the CFO: Accounting and finance team.
• CPA and/or MBA are preferred but not required.

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