SVP, Finance

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.

ivyhealth.com