• Produce and maintain detailed P&L reports, cash flow statements, and KPI dashboards for senior management • Build and maintain complex models to value projects and forecast business performance • Compare actual financial results against budgets and forecasts, investigating discrepancies to inform corrective actions • Work with cross-functional departments to streamline workflows and track business performance budgets versus actuals • Assist with budget preparation, forecasting, and provide financial inputs for business cases • Assist in the preparation of general ledger and accounts reconciliations, book entries, and help with internal and external audit activities

• Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence. • Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed. • Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity. • Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs. • Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt. • Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards. • Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures. • Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager. • May perform additional duties as assigned.

Role Description We’re hiring a CFO who can be a true partner to the CEO: bring investor-grade financial leadership, build the finance engine, and help us raise meaningful capital fast. This is a high-ownership role at a pre-seed company. You’ll build structure without slowing us down, and you’ll be comfortable operating as both strategic lead and hands-on doer. What You’ll Do - Fundraising + Investor Readiness - Partner with the CEO to lead fundraising strategy, investor pipeline, and process execution - Strengthen the investor narrative and ensure the deck, model, and data room are diligence-ready - Drive investor communications, follow-ups, and weekly momentum tracking to keep the round moving - Support term sheet evaluation, negotiation, and closing mechanics - Financial Strategy + Operating Cadence - Own the financial model, runway planning, burn management, and scenario planning - Build budget and forecasting disciplines that scale through seed and beyond - Create board-ready reporting: KPIs, cash visibility, and decision-grade insights - Oversee accounting, controls, and vendors (and build a fractional bench as needed) - Governance + Compliance - Ensure cap table and equity administration readiness for fundraising - Establish investor-grade documentation and financial hygiene - Put in place lightweight controls and processes that reduce risk and build confidence Qualifications - 10+ years of senior finance leadership, ideally in venture-backed startups - A proven fundraising track record: you’ve helped close meaningful rounds, not just advised - Strong grasp of venture mechanics: SAFEs/notes, priced rounds, dilution, cap table, and term sheets - Clear financial storytelling: you can make numbers simple, credible, and compelling - Comfortable moving fast, making trade-offs, and building structure from scratch - Bonus: consumer apps, creator economy, marketplaces, or social platform experience Compensation - This is an equity-only opportunity at this stage. No salary or retainer. - Time-based vesting equity - A base equity grant that vests monthly over time (standard vesting schedule), aligned to role scope and commitment. - Milestone-based equity (fundraising outcomes) - Additional equity that vests based on fundraising performance, tied to timeline and amount raised, and earned only on closed funds (not soft commitments). - All equity and vesting terms will be documented in the CFO agreement before start.

InvestNext — Simplifying real estate investment, amplifying opportunity, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios. Inspired by our Detroit roots, we’re democratizing real estate investing for all, and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures. A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing. VP of Finance As an outcomes-focused company, excellent Finance leadership is critical to our business and culture, leading the charge on financial strategy and performance. Our VP of Finance will not only make sure we keep the lights on, they’ll contribute significantly to the operations that ensure our overarching business strategy leads to substantial results for our company and customers. They’ll work closely with every member of senior leadership to ensure our financial backbone supports all functions, while most regularly collaborating with the Executive Leadership Team (ELT) to drive the business forward. We’re a team of 60 folks working remotely across the US and Canada, prioritizing access to talent and diversity over location. This person will be our top-level Finance leader, with the autonomy and empowerment to continue to develop a well-operating function under their vision. The team currently consists of an Accounting Manager that will be under their management, and this role succeeds an exiting Finance executive. Budget Management Own the company’s detailed spending plan - Develop guidelines for spend management - Design and run the annual planning process, including department level budgets, headcount and hiring plans, and investment cases - Align the budget with company financial goals, taking into consideration historical spend, revenue, and department requirements - Collaborate to develop department budgets, ensuring goals are supported; review regularly, and empower leaders to make informed decisions in budget management Financial Forecast Lead the strategy for the company’s long-term financial performance - Own the design and development of the company financial forecast; run quarterly and monthly re-forecasts, so leadership always has an up to date view, and show variances with corrective actions. - Anticipate and adjust forecasts based on factors such as industry and market conditions, business outcomes, planned product evolution, etc.; as the financial expert, consult the ELT to inform business decisions - Participate as a consulted party in all initiatives that may impact company financials, providing expert guidance on implications and opportunities - Consider alternative financial scenarios when developing the ongoing company forecast to ensure the company is well positioned to adapt if expectations change, or to take advantage of new revenue opportunities - Keep executives informed and aligned on the financial strategy Reporting and Board Readiness Create and own the source of truth for company revenue and financial performance, including cash, operating expenses and SaaS metrics - Develop a centralized view of revenue and financial activity, standardizing data sources for transparency and precision, delivering monthly reporting packages to the CEO and ELT - Ensure timely delivery of data that departments need, such as collections updates - Provide the Board with required financial information and insights, assuring trust in our strategy and position through your presentation of data and dialogue Accounting Own the company’s accounting practices - Develop and maintain excellent, precise accounting processes and practices - Oversee company payroll - Manage business insurance coverage, corporate taxes, and compliance - Own all billing and tax reporting processes - Manage the audit process, and ensure company financials are compliant - Establish standards for revenue recognition and consult with executives to ensure practices align, such as sales contract design Strategic Finance Leadership and Business Partnership Serve as financial expert and strategist - Represent the company in finance-related discussions or negotiations, such as partner contracts for new lines of business - Maintain knowledge of industry and financial market trends to ensure the company forecast evolves realistically and responsibly - Ensure the ELT is aware of ongoing financial risks and opportunities, sharing strategic guidance for large company initiatives and direction, model alternative scenarios and advise ELT on tradeoffs - Consult as the financial expert when product features or services are being developed, such as new packaging strategies - Manage the company cap table and equity practices Financial Growth Partner in growth and investment activities - Consult with the ELT to develop capital structure and fundraising strategies - Support investor and Board relations, building trust in our strategy and metrics - Play a key role in fundraising activity, from advisor to financial collateral manager - Cap table and asset management Executive Partnership Position Finance to support for all functions - Represent company financials as a collective responsibility, ensuring executives understand fiscal responsibility to the company above department - Work with department leaders to align their goals with our financial strategy, serving as a finance business partner cross-functionally - Ensure departments are following financial processes and structures, such as adherence to budgets and accounting practices - Empower executives to make smart budgeting decisions, such as reallocating if priorities change, while sharing your strategic insight to guide informed decisions - Consult with leaders where there are financial knowledge gaps to elevate collaboration and decision-making Team Leadership Represent our leadership philosophy - Manage members of the Finance org with empathy and empowerment, serving as their mentor and growth partner - Exemplify, reinforce, and hold others accountable to our core principles - Listen and seek to understand, creating space for others to be curious and candid - Set a high behavioral standard in how you engage with others across the org, knowing you are a leader with explicit and implicit influence How You Work - You’re the kind of Finance leader who balances precision with perspective. You’ve built deep expertise across SaaS and professional services models, and you know how to translate complexity into clarity — whether you’re engaging the Board, coaching a teammate, or presenting a strategic plan that turns heads. - You see collaboration as a strength, not a checkbox. You lead with empathy and transparency, building trust across teams and approaching Finance as a service function that empowers the rest of the organization to thrive. - You’re analytical and entrepreneurial. You notice opportunities others might miss, and you’re not afraid to take ownership and act on them. You’ve led teams and strategy through change — navigating volatile markets, balancing risk with reward, and knowing when to move fast and when to slow down for precision. - And yes — your spreadsheets probably do run circles around everyone else’s. How You Think - You think like an owner — curious, creative, and unafraid to challenge the status quo. You don’t just crunch numbers; you tell the story behind them. You can make CAC and retention rates feel exciting because you know how to connect the dots between financial levers and business outcomes. - You champion transparency and use it to motivate others. You bring people along by making the financial picture accessible — the “why” behind the numbers, the trends that matter, and the opportunities ahead. - You ask bold questions. Are we giving away too much? Should we renegotiate that contract? How do we get to default alive? You look for ways to make the business smarter, stronger, and more sustainable. - Above all, you bring an entrepreneurial spirit to everything you do — spotting patterns, challenging assumptions, and helping the company make confident, well-informed bets on what’s next. Benefits - Robust 99% employer-paid medical, dental, and vision coverage - Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success - 11 company-wide holidays per year - Uncapped paid time off, with minimums required to support our team’s work-life balance and help avoid burnout - 401k with 100% employer match, up to 4% annual salary - 100% WFH - Travel to spend time with the team, including company-wide and department offsites - Generous monthly budget to support your wellness and workspace - 16 weeks of paid parental leave - Laptop of choice Compensation We’re committed to paying fairly and competitively, so we utilize market data that aligns with comparable roles and companies in the tech industry, while considering the skill level needed for the role to determine salaries. In addition to our robust benefits, compensation for this role is determined based on experience and expected responsibilities for a VP of Finance, ranging from $220,000 - $250,000 per year.