Director, Strategic Finance & Chief of Staff Join to apply for the Director, Strategic Finance & Chief of Staff role at HealthCare Information Management, Inc. (HCIM) Director, Strategic Finance & Chief of Staff Join to apply for the Director, Strategic Finance & Chief of Staff role at HealthCare Information Management, Inc. (HCIM) Get AI-powered advice on this job and more exclusive features. About HealthCare Information Management, Inc. (HCIM)

Healthcare Information Management, Inc. (HCIM) is an intelligent robotic process automation (RPA) software company serving health plans, risk-bearing providers and their management services organizations (MSOs), and third-party administrators (TPAs). For nearly 25 years, HCIM has partnered with healthcare organizations to streamline operations, increase efficiency, and improve accuracy — all with proven ROI.

Our flagship product, SymKey, uses intelligent automation to execute complex administrative workflows, processing manual tasks up to 8x faster than staff with 100% accuracy. This allows healthcare teams to focus on higher-value activities while reducing costs and improving service quality. What sets HCIM apart is the deep industry expertise behind our solutions — our products are designed and delivered by professionals who understand the real-world operational challenges healthcare organizations face.

The U.S. healthcare system is at an inflection point. A looming shortage of physicians, increasing regulatory burdens, and rising administrative complexity are putting immense pressure on payers and providers. In this context, HCIM’s mission is more urgent than ever: to empower healthcare organizations with software that drives operational efficiency and streamlines workflows, allowing our clients to focus on what matters most – improving patient care.

Position Overview

We’re seeking an analytical, execution-oriented Director of Strategic Finance & Chief of Staff to serve as the CEO’s right hand and help lead the next chapter of HCIM’s growth. This hybrid role blends corporate strategy, operational leadership, & high-impact financial planning & analysis. You'll play a critical role in shaping our strategy, evaluating growth opportunities (new products & acquisitions), driving cross-functional initiatives, and partnering with the CEO to operate the Company at peak effectiveness.

Key Areas of Responsibility

Strategic Finance

Partner with the CEO on strategic planning, annual budgeting, and long-range forecasting Build and own dynamic financial models, dashboards, and KPIs to support decision-making and board reporting. Lead diligence of potential acquisition targets and deal execution (with support from the CEO). Analyze operational data to drive efficiency, margin improvement, and revenue growth including, (1) ROI and payback analysis on product, hiring, and commercial initiatives and (2) pricing strategy analysis & design. Collaborate with external CPA firms on financial audits, tax filings, and the generation of financial reports. Manage company cash flow, bank accounts, and financing sources, ensuring optimal allocation of resources and cost of capital.

Chief of Staff to the CEO

Act as a trusted thought partner and sounding board to the CEO. Prepare strategic materials for board meetings, investors, and other stakeholders. Lead and project manage cross-functional strategic initiatives across product, engineering, sales & marketing, finance, and operations. Collaborate with other senior leaders to ensure alignment and execution against company priorities. Step into high-impact gaps across the business to unblock key projects and decisions.

Professional Qualifications

The ideal candidate will have:

2–5 years of experience in private equity is preferred Similar experience in investment banking, strategy consulting, and/or corporate strategy at a high-growth company will also be considered MBA preferred but not required Exceptional analytical, communication (verbal and written), and project management skills Highly self-motivated with a bias toward action and ownership High attention to detail with demonstrated ability to produce high quality results with limited external input. Comfortable operating in ambiguity and shifting between strategy and execution Experience or interest in SaaS, healthcare, or automation software is a plus

What We Offer

A high impact leadership role working directly with the CEO, Board of Directors and senior leadership team Opportunity to learn and grow from CEO who is an experienced private equity investor and operator having closed ~17 M&A transactions worth ~$4 billion in enterprise value Competitive compensation with performance upside Opportunity to shape company strategy and scale operations in a growing software business Remote-first culture with flexibility and autonomy Mission-driven work improving healthcare efficiency and outcomes

Work Environment

The Director, Strategic Finance and Chief of Staff will perform duties from a home-based office in collaboration with HCIM colleagues located elsewhere. Travel for occasional face-to-face work sessions with colleagues will be necessary. This role may require up to 20% travel. Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Finance and Sales Industries Software Development Referrals increase your chances of interviewing at HealthCare Information Management, Inc. (HCIM) by 2x Get notified about new Financial Director jobs in Walnut Creek, CA . San Francisco, CA $220,000.00-$260,000.00 3 weeks ago San Francisco, CA $300,000.00-$350,000.00 1 day ago Director, Financial Planning and Analysis Dublin, CA $128,300.00-$241,850.00 2 weeks ago San Francisco, CA $200,000.00-$215,000.00 2 weeks ago San Francisco, CA $170,000.00-$250,000.00 4 months ago Oakland, CA $135,000.00-$160,000.00 3 weeks ago American Canyon, CA $180,000.00-$200,000.00 4 months ago Director, Financial Planning & Analysis, Medical Financial Operations San Francisco, CA $170,000.00-$250,000.00 6 days ago San Francisco, CA $190,000.00-$210,000.00 2 weeks ago Oakland, CA $190,000.00-$250,000.00 1 month ago Senior Director - GTM Finance & Strategy Director of Financial Control and Accounting Oakland, CA $233,423.00-$281,222.00 2 days ago Director of Finance Tech and Systems Strategy San Francisco, CA $169,900.00-$242,700.00 5 days ago San Francisco, CA $150,000.00-$200,000.00 3 months ago San Francisco, CA $150,000.00-$170,000.00 2 weeks ago Director, Strategic Product Finance - Rideshare Oakland, CA $192,920.94-$241,151.16 8 hours ago San Francisco, CA $120,000.00-$200,000.00 1 month ago CHIEF FINANCIAL OFFICER AT ADAPTURE RENEWABLES (OAKLAND, CA) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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