Job Description

Role Overview

The Interim Chief Financial Officer (CFO) will serve as a senior financial leader responsible for building and scaling the finance function for a newly formed Dental Service Organization (DSO). This role is critical to establishing the financial, operational, and reporting foundation required to support rapid practice acquisitions, integration, and disciplined growth across a multi-location dental services organization.

The Interim CFO will partner closely with the CEO, COO, and investors to design and execute a scalable financial operating model that enables centralized control while supporting high-performing local dental practices.

Engagement Details

• Type: Interim / Contract
• Expected Duration: 6–12 months (with potential extension or conversion)
• Time Commitment: Full-time
• Location: Hybrid with travel to Philadelphia, required
• Reporting To: CEO, with close partnership with COO and Board / Investors

Key Responsibilities

DSO Financial Leadership

• Serve as a strategic partner to the CEO and COO on financial strategy, capital deployment, and performance management for a multi-site DSO
• Translate the platform growth strategy into financial priorities, operating plans, and integration milestones
• Provide financial leadership across practice-level operations and centralized corporate functions

Finance Function Build-Out for a DSO

• Design and stand up a scalable finance organization to support a true DSO structure, including centralized Accounting, FP&A, Treasury, and Financial Systems
• Establish a hub-and-spoke financial operating model that supports local practices while enabling platform-wide visibility and control
• Define near-term hiring, outsourcing, and capability requirements aligned to acquisition cadence

FP&A, Forecasting & Practice-Level Performance

• Implement budgeting, forecasting, and variance analysis processes across corporate and practice levels
• Develop KPIs tied to chair utilization, provider productivity, case mix, revenue cycle, and cash conversion
• Build scenario models to evaluate acquisition pacing, practice ramp, and capacity expansion

M&A, Integration & Practice Onboarding

• Lead financial due diligence, deal modeling, and valuation support for dental practice acquisitions
• Oversee purchase accounting, opening balance sheets, and post-close integration for acquired practices
• Develop repeatable finance and reporting playbooks for rapid practice onboarding

Accounting, Revenue Cycle & Controls

• Ensure accurate, timely, and GAAP-compliant financial reporting across all practices
• Standardize revenue recognition, AR, AP, payroll, and accrual processes within a dental services context
• Strengthen close discipline, internal controls, and audit readiness across the organization

Cash, Treasury & Capital Structure

• Manage liquidity, working capital, and banking relationships
• Build and maintain a rolling 13-week cash flow forecast across the enterprise
• Support debt compliance, covenant reporting, and lender communications

Systems & Data Enablement

• Lead ERP, practice management system (PMS), and finance systems integration appropriate for a multi-entity DSO
• Improve integration between clinical operations, billing systems, and financial reporting
• Drive automation and reduce manual, practice-level financial processes

Ideal Candidate Profile

Experience

• 15+ years of finance leadership experience, including CFO or senior finance roles
• Demonstrated experience building or scaling a Dental Service Organization (DSO)
• Strong background in multi-site healthcare, PE-backed roll-ups, and acquisition integration
• Deep experience with dental or healthcare revenue cycle and transaction accounting preferred

Skills & Capabilities

• Deep expertise in FP&A, accounting, cash management, and financial systems within a multi-entity healthcare environment
• Strong financial modeling and scenario planning skills
• Comfortable operating both strategically and hands-on
• Excellent communication skills with executives, boards, and sponsors

Personal Attributes

• Execution-oriented, pragmatic, and highly adaptable
• Strong business judgment and integrity
• Collaborative, low-ego leadership style
• Thrives in fast-moving, evolving organizations

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