VP of Finance

Sacramento, CA, United States

Job Description Job Description COMPANY SUMMARY:

At OnePeak Medical, our team is united by a common goal: to provide a unique wellness experience that

redefines primary care through innovative, integrated health services aimed at promoting optimal health

and well-being. As a caregiver-centric company, we support our frontline staff with the best resources

available, fostering a mission-driven environment dedicated to growth and innovation. OnePeak Medical

is a multi-site provider of primary care, functional medicine, and related services primarily via in-person

settings. The company has a differentiated patient experience and unique provider model that utilizes

nurse practitioners. The company’s patient care and business model are very well aligned to current

trends in the healthcare industry focused on measuring patient outcomes, improving access to primary

care, and focusing on patient’s holistic wellness. Currently, there are 14 OnePeak Medical clinics

throughout the state of Oregon. The organization has undergone a period of rapid growth, and the

management team is working on further professionalizing the business in order to support more

expansion over the next several years.

JOB SUMMARY:

We are looking for a strong VP of Finance to lead day-to-day management of the Finance, Accounting,

and related functions for OnePeak Medical. This person will report directly to the CEO and will interface

closely with our private equity owner as well. Key responsibilities will include monthly close, managing

internal and external accounting and tax resources, working closely with our revenue cycle team,

budgeting, cash flow forecasting and other FP&A items,, managing financial covenants, and supporting our

operations team with data and analysis.

This is an excellent fit for a high energy and ambitious candidate who is looking to join a fast-growing

company where they will have the opportunity to grow within the organization.

RESPONSIBILITIES AND DUTIES:

Oversee all functions of the accounting department, manage the accuracy and productivity of day-to-day activities of the accounting staff by analyzing, summarizing, and directing accounting and financial reports, processes and procedures.

Develop our annual budget and other financial forecasts.

Deliver monthly financial close.

Work closely with the Revenue Cycle Management department on monthly close process and revenue recognition procedures.

Develop, process, present and provide understanding of monthly financial statements, budgets and analytics for CEO, board reporting, department leaders and practice managers.

Monitor cash and maintain cash forecast.

Produce monthly financial reporting package for board, investors and lender.

Lead annual financial audit and tax filings in a timely and accurate manner.

Manage and forecast financial covenants and interface with our lender.

Process and manage payables.

Develop and maintain dashboard and other analytics to measure financial performance and support business leaders.

Other finance, accounting and related duties as necessary.

QUALIFICATIONS:

5 years of proven Controller, Director of Finance or VP of Finance experience within a healthcare setting, Required

BA in Accounting, Finance or relevant field - Required

CPA, Preferred but not required

REQUIREMENTS:

Must reside in Southern Oregon, be willing to relocate to Medford, Oregon or have the ability to stay for extended periods of time with a regular and predictable schedule to be determined by company.

Must possess a clear and confident understanding of accrual-based accounting procedures and revenue cycle management.

Strong experience with GAAP accounting procedures.

Strong analytical skills, including reading, understanding, analyzing and interpreting financial data and operational metrics.

Expertise with Excel and working inside ERP systems.

Self-motivated and able to work independently with strong analytical and problem-solving skills

Superior emotional intelligence competencies in areas of self-awareness, self-management, social awareness, and relationship management.

Solid time management and organizational skills with an ability to multi-task in a fast-paced environment while maintaining an attention to detail.

Highest level of integrity.

Company Description Founded by Nisha Jackson, Ph.D. in 2015, OnePeak Medical is redefining primary care by offering patients a unique care model that integrates traditional primary care alongside preventive medicine geared towards optimal health and well-being. Our healthcare providers understand that this approach to medicine leads to faster results, better outcomes, and ultimately saves our patients time and money.

OnePeak Medical strives to pave the way for a healthcare system that accepts and values all evidence-informed practices and identifies the relationship between health, mind, body, and spirit.

OnePeak offers:

• Primary care for men and women,

• Annual physical exams,

• Nutrient IVs & injections,

• Hormone testing & balancing (including bioidentical hormone pellets),

• Autoimmune testing & treatments,

• Weight loss & nutritional consulting,

• PRP (platelet rich plasma) therapy,

• Anti-aging & aesthetics services,

• All-natural nutritional supplements,

• And more. Company Description Founded by Nisha Jackson, Ph.D. in 2015, OnePeak Medical is redefining primary care by offering patients a unique care model that integrates traditional primary care alongside preventive medicine geared towards optimal health and well-being. Our healthcare providers understand that this approach to medicine leads to faster results, better outcomes, and ultimately saves our patients time and money.\r \rOnePeak Medical strives to pave the way for a healthcare system that accepts and values all evidence-informed practices and identifies the relationship between health, mind, body, and spirit.\r\rOnePeak offers:\r\r• Primary care for men and women,\r• Annual physical exams,\r• Nutrient IVs & injections,\r• Hormone testing & balancing (including bioidentical hormone pellets),\r• Autoimmune testing & treatments,\r• Weight loss & nutritional consulting,\r• PRP (platelet rich plasma) therapy,\r• Anti-aging & aesthetics services,\r• All-natural nutritional supplements,\r• And more.

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