Act as strategic partner to the CEO, providing financial clarity, commercial insight, and disciplined decision support across pricing, growth and operational initiatives.
Professionalise monthly close, board reporting, and SaaS KPI dashboards in a PE environment.
Lead financial planning, forecasting, liquidity management, and multi-year scenario modelling aligned to a 3–5 year value creation plan.
Oversee ERP implementation and embed scalable, institutional finance processes.
Support bolt-on M&A, including modelling, diligence, integration planning, and capital structuring.
Build and scale the internal finance function while remaining hands-on.
Ensure robust compliance and reporting rigor within a regulated healthcare environment.
Not Met Priorities
What still needs stronger evidence
Requirements
Lead financial planning, forecasting, liquidity management, and multi-year scenario modelling aligned to a 3–5 year value creation plan.
Oversee ERP implementation and embed scalable, institutional finance processes.
Ensure robust compliance and reporting rigor within a regulated healthcare environment.
Proven senior finance leader within profitable B2B SaaS, ideally healthcare, insurtech, fintech, or another regulated vertical.
Strong command of SaaS economics including ARR growth, NRR, margin analytics, cohort analysis, and cash forecasting.
Experience operating in PE-backed environments with board and investor exposure.
Preferred Skills
Proven senior finance leader within profitable B2B SaaS, ideally healthcare, insurtech, fintech, or another regulated vertical.
Experience operating in PE-backed environments with board and investor exposure.
International exposure beneficial.
Prospera Executive has been instructed on a CFO search for a profitable, PE-backed vertical healthcare SaaS platform serving a regulated market. The business is transitioning from founder-led infrastructure to institutional, PE-grade finance. The CFO will report directly to the CEO and operate as a true strategic partner, embedding SaaS discipline, integrating aqusisitions, and preparing the platform for scale and bolt-on M&A. Key Responsibilities Act as strategic partner to the CEO, providing financial clarity, commercial insight, and disciplined decision support across pricing, growth and operational initiatives. Professionalise monthly close, board reporting, and SaaS KPI dashboards in a PE environment. Lead financial planning, forecasting, liquidity management, and multi-year scenario modelling aligned to a 3–5 year value creation plan. Oversee ERP implementation and embed scalable, institutional finance processes. Support bolt-on M&A, including modelling, diligence, integration planning, and capital structuring. Build and scale the internal finance function while remaining hands-on. Ensure robust compliance and reporting rigor within a regulated healthcare environment. Ideal Candidate Proven senior finance leader within profitable B2B SaaS, ideally healthcare, insurtech, fintech, or another regulated vertical. Strong command of SaaS economics including ARR growth, NRR, margin analytics, cohort analysis, and cash forecasting. Experience operating in PE-backed environments with board and investor exposure. International exposure beneficial.
Prospera Executive
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Boston, MA