MrCoachJ

About the Company

We are a post-traction healthcare AI venture studio building and spinning out companies at the intersection of clinical intelligence, human interaction, and autonomous systems. The company has raised $40 million to date and is actively raising an additional $50 million. Three foundational technology platforms power a pipeline of seven spinout entities spanning surgical operations, clinical operations, digital surgical solutions, healthcare robotics, and AI-driven workflow automation.

The executive leadership team and advisory board include former C-suite leaders from major health systems, global medical device companies, and healthcare services organizations. The company is headquartered in the San Francisco Bay Area.

We are not disclosing the company name at this stage of the search. Full details will be shared with qualified candidates following an initial screening conversation.

Role Overview

The CFO will lead all financial strategy, reporting, and capital markets activity for the parent entity and its portfolio of spinout subsidiaries. This is a hands-on, build-the-function role: you will establish the financial architecture for a multi-entity venture studio, manage the intercompany accounting framework, lead investor relations through the current $50M raise and beyond, and prepare individual spinouts for their own future fundraising events.

The ideal candidate combines startup CFO intensity with the structural sophistication needed to manage a holding company with multiple subsidiaries at varying stages of maturity.

Key Responsibilities

•       Lead FP&A across the parent entity and all spinout subsidiaries, including consolidated and entity-level budgets, forecasts, and variance analysis.

•       Architect and maintain the intercompany accounting framework—licensing fees, shared R&D cost allocations, and transfer pricing—in compliance with ASC 606 and relevant tax regulations.

•       Serve as the primary financial counterpart to investors and board members; prepare board materials, investor updates, and fundraise-related financial models.

•       Manage the current $50M fundraise process alongside the CEO, including data room preparation, due diligence responses, and term sheet negotiation support.

•       Establish financial infrastructure: chart of accounts, ERP/accounting system selection, internal controls, and audit readiness for a multi-entity structure.

•       Prepare individual spinouts for independent capitalization events by building standalone financial models, cap tables, and investor materials.

•       Oversee cash management, treasury, and runway planning across all entities in alignment with Board-approved budgets.

•       Hire and develop the finance team, including a Director of Accounting and Director of FP&A.

•       Manage relationships with external auditors, tax advisors, and banking partners.

•       Support commercial contract structuring—milestone payments, exclusivity fees, NRE agreements—with financial modeling and risk analysis.

Required Qualifications

•       10+ years of progressive finance experience, with at least 4 years as CFO, VP of Finance, or Controller at a venture-backed technology or healthcare company.

•       Demonstrated experience managing financial operations for multi-entity structures (holding companies, venture studios, or companies with multiple subsidiaries).

•       Deep expertise in ASC 606 revenue recognition, intercompany accounting, and transfer pricing.

•       Proven track record leading or supporting fundraises of $25M+, including data room management, investor modeling, and due diligence.

•       Experience building finance functions from early stage—ERP selection, establishing controls, and preparing for first audits.

•       CPA, CFA, or MBA strongly preferred.

•       Strong command of financial modeling, cap table management (Carta or equivalent), and startup unit economics.

Preferred Qualifications

•       Healthcare industry experience, particularly with SaaS, medical device, or AI company financials.

•       Experience preparing spinout entities for independent fundraising (carve-out financials, standalone projections).

•       Familiarity with R&D tax credits and IP licensing tax strategy.

•       Experience with FINRA compliance considerations for entities involved in capital advisory.

Compensation

Ranges are calibrated for a post-Series B healthcare AI company with a $200–$400M post-money valuation. Equity structured as ISOs with standard 4-year vesting and 1-year cliff.