Chief Financial Officer

Central Ohio Primary Care is seeking a Chief Financial Officer at our central business office in Westerville, OH. The Chief Financial Officer is a strategic leader responsible for COPC’s financial operations and fiscal management. This position plays a key role in developing and implementing best practices and strategies that advance COPC’s efforts to be a high-performance organization.

The Chief Financial Officer serves as a resource to the Chief Executive Officer (CEO) and Board of Directors and works in close partnership with the executive team, Accounting, Revenue Cycle and Credentialing teams, and COPC Physicians located across the organization.

POSITION(S) SUPERVISED: Controller, Director, Revenue Cycle, Purchase – Logistics Mgr

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Develops and implements a financial strategy that aligns with the overall mission and strategy of the organization, resulting in innovative best practices and policies.
• Executive oversight of financial administration, general accounting, patient accounting and financial and statistical reporting.
• Serves as a leader across the organization, driving innovation and change, setting goals, and communicating key messages. Cultivates a culture of transparency, accountability, and continuous learning by educating and advising managers, physicians, and colleagues through clear, respectful, and data-driven guidance that enables effective decision-making and alignment with organizational objectives.
• Acts as a strategic partner with COPC’s joint venture relationships related to value-based care in both senior and commercial populations.
• Acts as a strategic partner to all members of the senior leadership team, especially the CEO, the Board of Directors, and the Executive team, to provide insightful, innovative thinking and problem solving on critical financial issues.
• Evaluates accounting and patient accounting procedures for quality control and to plan methods for insuring timely receipt of payment on patient accounts, reducing costs of accounting operations, and expediting flow of work.
• Financial oversight and guidance on all new and existing clinical programs.
• Responsible for oversite of commercial health plan credentialing for providers
• Directs compilation of data and preparation of financial and operating reports for planning effective administration of COPC activities by management.
• Prepares detailed analyses of financial statements to reflect variances in income, expenditures, and capital asset values from previous periods. Makes recommendations to administration concerning means of reducing operating costs and increasing revenues, based on knowledge of market trends, financial reports, and industry operating procedures.
• Directs financial planning and analysis for capital expenditures, including equipment acquisitions, construction projects, facility expansions, and real estate opportunities. Collaborates with organizational leaders to evaluate space utilization, resource needs, investment returns, and long-term infrastructure strategies, ensuring alignment with the organization's mission and financial goals. Directs central support budget strategy and financial governance, ensuring budget discipline, accountability, and effective resource allocation across all departments and business units.
• Monitors financial performance, identifies risks and opportunities, and implements corrective actions to support strategic objectives and maintain the organization's financial strength.
• Identifies, structures, and oversees alternative and passive revenue opportunities for physician owners (e.g., real estate, ancillary service lines, joint ventures, MSO/management fee arrangements), diversifying income beyond direct patient care.
• Creates a collaborative, inclusive culture that reflects organizational values, attracts top talent, and advances engagement, effectiveness, and innovation.
• Approaches all financial decisions — capital allocation, compensation structures, distributions, and expense management — with clear understanding of and sensitivity to the direct impact on physician-owners' personal financial outcomes, ensuring transparency and alignment between organizational strategy and shareholder interests.
• Develops relationships with all levels of the organization and acts as a resource on financial organizational issues.
• Ensures the business remains in compliance with Federal, State and Local laws, policies, rules and all related regulatory agency requirements.
• Works collaboratively with primary stakeholders to develop and implement best practice guidelines and protocols; maintaining and sharing key metrics that will be used to continually drive improvement.

QUALIFICATIONS:

Education, Licensures & Certifications

• Required: Bachelor’s Degree in Business Administration/Finance or equivalent combination of relevant education and experience.
• Preferred: Master’s Degree in Business Administration/Finance.

Knowledge, Skills & Abilities

• 10+ years of experience in areas of finance, accounting, patient accounts, audits, with at least 5 years in a similar senior or executive leadership role, in a healthcare related setting
• Preferred: Knowledge and experience working in Epic’s Resolute Professional Billing
• Experience in building a strong, highly skilled and engaged workforce
• Strong presentation and public speaking skills
• Possess a high level of personal and professional ethics and integrity
• Strong analytical, judgement and strategic thinking skills. Experience developing and managing strategic plans, implementing goals, and building relationships at all levels within an organization
• Demonstrated knowledge with budgeting and financial performance; organizational analysis and structure; policies, procedures, and compliance
• Demonstrated understanding that in a physician-owned organization, financial and operational decisions directly affect owners' personal income and financial well-being — with proven ability to communicate financial rationale and tradeoffs in a way that builds owner trust and buy-in.
• Proven leadership in developing, implementing, and supporting programs for both internal and external customers
• Commitment to the mission, vision, goals, and strategic direction of COPC