The Director of Finance at Triquetra Health is responsible for owning and leading the company’s financial operations while helping build a scalable finance function to support continued growth. This is a hands-on leadership role designed for someone who thrives in a lean, fast-moving environment and is excited by the opportunity to build processes, improve financial visibility, and strengthen operational discipline.

The Director of Finance will oversee core financial functions including accounts payable and receivable, payroll coordination, financial reporting, cash flow forecasting, budgeting, and financial planning. This role will work closely with leadership and department heads to provide clear financial insights, identify trends, and ensure the company maintains strong financial health.

The ideal candidate is analytical, organized, and proactive — comfortable working at both a strategic and detailed level.

This role is best suited for someone who enjoys building systems and processes, improving financial operations, and taking ownership of the financial infrastructure of a growing company.

Duties & Responsibilities

• Financial Operations & Accounting
  • Oversee day-to-day financial operations including accounts payable, accounts receivable, payroll coordination, and month-end close processes.
  • Ensure accurate and timely financial records and maintain strong financial discipline across the organization.
  • Establish and maintain internal financial controls and policies appropriate for the company’s stage of growth.
    
    
• Financial Planning & Analysis
  • Own P&L management, analyzing financial performance and identifying the key drivers behind financial results.
  • Conduct variance analysis to identify differences between forecasted and actual performance and provide insights into underlying causes.
  • Lead the budgeting and annual planning process in collaboration with department leaders
    
    
• Cash Flow & Financial Strategy
  • Develop and maintain cash flow forecasts and manage liquidity to ensure the company maintains clear visibility into its financial position.
  • Monitor financial trends and proactively flag risks or opportunities before they impact operations.
    
    
• Financial Reporting
  • Prepare monthly and quarterly financial reports that are clear, accurate, and actionable for leadership.
  • Translate financial data into insights that support business decision-making.
    
    
• Banking, Vendor & External Relationships
  • Manage relationships with banks, credit facilities, and financial partners.
  • Oversee vendor payment terms and financial obligations.
  • Coordinate tax preparation and compliance with external CPA firms and advisors.
    
    
• Finance Function Development
  • Continuously assess opportunities to improve financial processes, systems, and reporting capabilities.
  • Identify where the finance function needs to grow and help build the foundation for future team expansion.

Requirements:

Required:

• 5–10 years of progressive experience in finance, accounting, or financial operations
• Demonstrated experience owning P&L reporting and cash flow management, not just supporting these functions.
• Strong ability to analyze financial data and translate insights into business recommendations.
• Experience working both strategically and at the operational/detail level in a hands-on environment.
• Advanced proficiency in Excel or Google Sheets.
• Experience with Xero accounting software or similar financial systems.
• Proven track record of improving financial processes and operational efficiency.
• Ability to work effectively in a lean, fast-growing organization with evolving processes.
• Strong organizational skills with the ability to manage multiple financial priorities simultaneously.
• Low ego, high ownership mindset with the ability to lead through execution.
  
  

Preferred: 

• Experience working in companies within the $50M–$200M revenue range or similar growth-stage organizations.
  Experience building or scaling financial processes in high-growth or entrepreneurial environments

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