VP of Finance

Description:

PURPOSE OF POSITION:

Axil Health is a privately owned pharmacist collective offering both independent pharmacy, consulting, and clinical services located inside established medical facilities. The Vice President of Finance (VP of Finance) will serve as a strategic partner to the CFO & CEO, Executive Team and Board owning the company’s financial strategy, capital planning, and operational finance functions. This role requires a hands-on leader who can balance tactical execution with long-term planning.

The VP of Finance will work as a partner to the CFO to oversee budgeting, forecasting, investor relations, and compliance while building scalable finance systems to support rapid growth. They will drive financial discipline, ensure regulatory alignment within the healthcare industry, and help chart the company’s path through fundraising, debt financing, and future M&A opportunities.

Role Logistics

• Must be able to work on-site in Raleigh, NC (if necessary, relocation to the Raleigh area within 3 months).
• Reports directly to CFO and CEO while partnering closely with Executive Team and external advisors.
• Plays a pivotal role in investor relations, compliance, and company growth trajectory.

Key Responsibilities/Critical Functions

• Financial Strategy & Planning: Own budgets, forecasts, and long-range planning to align capital allocation with growth priorities.
• Drive Fundraising Efforts: Build financial models, investor materials, manage data room, and lead diligence for equity raises or credit facilities.
• Participate in preparing investor presentations (“Pitch Decks”) and Board presentations when needed in addition to presenting information to both external and internal audiences.
• Unit Economics & Pricing: Develop deep understanding of margins (per patient, per provider, per deployment) and participate in pricing strategies.
• Revenue Cycle & Compliance: Oversee billing and collections.
• Responsible for all AR-AP duties in conjunction with FP&A team (Financial Planning & Analysis)
• Operational Finance: Build systems for accounting, FP&A and KPI dashboards; manage audit and tax.
• Cost Discipline: Identify levers for efficiency (headcount, vendor contracts, tech tools).
• Board & Investor reporting: Deliver timely, clear reporting with insights (not just numbers).
• Lead in reporting out necessary information to current investors and shareholders
• Maintain company Cap Table tracking and manage CARTA or any other entity that is responsible for investor tracking and 409A.
• Process & People Building: Build scalable finance/accounting team and processes that are tied to and support company growth trajectory
• Manage?the outside accounting team.
• Manage the outside tax accounting firms to evaluate and choose to file taxes and related documents as required.
• Conduct weekly?finance?meetings with core finance team.
• Lead Annual budgeting process for the company and prepare periodic updates throughout the year
• Lead general insurance and worker’s compensation policies, health plan, annual renewal and vetting process.

QUALIFICATIONS AND EXPERIENCE:

• Experience: 5–15 years in finance roles; which could include 2–3 years in investment banking, private equity, or VC role, and/or 2–5 years as VP/Director of Finance at a venture-backed startup.
• Industry Knowledge: Exposure to healthcare services, payers/providers, or healthcare revenue cycles
• Technical Skills: Mastery of financial modeling (build flexible 3-statement and scenario models with clear sensitivity analyses); proficiency with implementing finance/accounting systems (i.e. NetSuite, QuickBooks, Adaptive, Mosaic).
• Capital Markets: Proven track record with venture fundraising, debt financing, investor relations, and cap table management.
• Compliance: Knowledge of CMS reimbursement, tax reporting, and Delaware C-Corp compliance.
• Leadership: Demonstrated ability to present complex financial insights simply to a variety of audiences (investors, Board of Directors, C-Suite, peers and direct reports); experience building finance teams and scalable processes.
• Mindset: Analytical and strategic thinker with scrappy, hands-on approach; able to execute day to day tasks while designing systems for scalability and growth.
  

PHYSICAL DEMANDS / WORK ENVIRONMENT

• Ability to use a keyboard to enter and retrieve data.
• Must have good eyesight to view computer monitor and phone.
• Lifting and/or carrying of 5 to 20 lbs.
• Willing to travel <20%

Requirements: