SVP, Finance

Job description

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   fina ncial   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   whi le 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 t r acking 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   - 1 5 + 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.

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