Chief Financial Officer (Pre-IPO) – San Antonio –

 Our client is a leading health and wellness organization that is dedicated to creating and strengthening healthy communities & families. The organization has recently teamed with Creative Financial Staffing to assist in locating a passionate, dedicated CFO to help lead the organization and accomplish its mission.

This role provides a unique opportunity to make a direct impact on the people and families of San Antonio.

The Chief Financial Officer role encompasses a wide range of activities and responsibilities with direct involvement in all phases of management, administration, operations, personnel, IT, and financials. This position requires a hands-on individual that will work with and report directly to the CEO.

About the Company and Opportunity:

  • Our San Antonio client is an innovative longevity care, health, and wellness company operating across four states
  • Well established, with start-up vibes, the privately-owned company is preparing to go public
  • The company has a high sense of community, hard work, and values teamwork
  • They offer excellent benefits, including healthcare solutions, casual work environment & flexible hours
  • Competitive compensation package to include equity!


Overview of the CFO role:

  • Develop systems, processes, and standards that are consistent company-wide and in conformity with company policy that improves the efficiency and mission of the organization
  • To ensure the organizations monthly and annual financial reports are issued timely and accurately
  • Oversight of office operations working closely with the President to maintain a superior working environment
  • Supervision of administrative staff and overseeing IT functions
  • Oversight of Human Resource functions and guidance
  • Manage cash flow and complete internal accounting functions
  • Produce accurate and timely financial reports and presentations to Board members


Qualifications of the CFO role:

  • Bachelors degree in accounting or finance required
  • CPA license required
  • Extensive SEC filing experience required
  • Start-up experience preferred
  • Strong leadership/management skills and abilities
  • Ability to train, motivate, and supervise staff members
  • Excellent communication skills
  • Ability to multi-task and oversee simultaneous operations
  • Hands-on leadership and management experience required

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