CFO Advisory Consultant

About this role

ABOUT US

Burkland's core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals as they are the best in the business. Startups seek our content because we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products, and value-add. Because of our demonstrated value, our clients have raised more than $17.8B!

At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees.

We are a remote-first company with over 185 team members, more than 800 clients, and a culture built on doing meaningful work with people who genuinely care about helping our clients grow. Come build something with us!

THE ROLE

We're looking for a CFO Advisory Consultant to serve as a long-term financial partner and advisor to clients operating under management services agreements between an MSO and its affiliated professional corporation(s) (PCs). As the de-facto senior finance team member for such clients, you'll own the numbers month over month, architect & manage the right systems, become a trusted voice to CEOs, physician leadership, and investors, and help clients navigate the capital requirements, entity mechanics, compliance boundaries, payment flows and unit economics that make the MSO/PC structure work.

YOUR TYPICAL, ATYPICAL, DAY MAY INCLUDE:

- Oversee monthly close, budgeting, and forecasting across the management company and affiliated PC(s), month after month.

- Keep MSO/PC economics clean: intercompany billing, cost allocations, management fee settlements, and clear guardrails between the entities to ensure compliance.

- Advise the CEO and physician leadership on financial strategy, including capital planning, growth, management fee strategy and execution.

- Own the finance section of Board meetings, including MSO/PC KPI dashboards and investor updates.

- Support fundraising and M&A e.g. sizing rounds, modeling scenarios, speaking investors' and acquirers' language.

- Keep the fundamentals sharp: revenue cycle, cash flow planning, vendor spend, controls, growth potential and audit readiness.

- Flag opportunities to bring in Burkland's bookkeeping, tax, and HR services.

ABOUT YOU

- Direct MSO/PC experience — management fee arrangements, intercompany settlements, practice-level unit economics. This is the top qualifier.

- Other healthcare experience, particularly related to insurance reimbursements.

- A history of managing and owning the numbers long-term, not just building fixed-fee FP&A models.

- Experience advising through growth events — fundraising, M&A, and exits. Investment banking, venture capital, or corporate development background is a strong plus.

- 7–10 years in finance/operations, ideally in healthcare growth sectors (digital health, telehealth, behavioral health/therapy services).

- Excellent Excel/Sheets skills, plus strong familiarity with financial technology platforms such as QBO, Carta, Rippling, Ramp, Rillet, etc.

- Experience with current AI tools, skills and LLMs as applied to the Office of the CFO - financial analysis, processes, accounting, reporting, etc.

- MBA or CPA preferred, not required.

- Strategic judgment and exceptional soft skills.

- Candidates based in Austin, Boston, New York, or Northern California are preferred but not required.

WHAT WE OFFER

- 100% remote, work-from-anywhere flexibility. Forget the commute! We're a remote-first workplace, so you can set up your office at home, at a coworking space, or on the beach if you'd like — as long as you have a reliable internet connection.

- Flexible work schedule to promote a healthy work-life balance.

- A collaborative, communicative culture driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.

- Incentive structures for referrals and business expansions.

- New Business Bonus Program - Bring us a new client, get rewarded. If you introduce a client who wasn't already on Burkland's radar, you're eligible for a bonus — no cap on how many. If you personally do the CFO work for that client, you earn a percentage of collections on your billed CFO hours for the life of the client. If someone else on the team handles the CFO work, you still earn 10% of collections on that client's first year of invoices.

- Cross-Sell Bonus Program - Spot a new opportunity with an existing client you CFO for, and help make it happen? Earn a percentage of collections on the first year of invoices for that new service line. Head of Finance Economic Interest - Serving as substantive Head of Finance for a multi-service client? Earn a percentage of Burkland's collections across that client's services (excluding Strategic Finance).

Burkland Associates is committed to a diverse and inclusive workplace. Burkland Associates is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit our careers page at https://burklandassociates.com/careers/ https://burklandassociates.com/careers/.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

The target compensation range for this engagement is $71,000 - $340,000 (project/contract basis), depending on scope. Final rates depend on multiple factors such as the consultant's experience and expertise, geographic market, and project sc

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