Lead financial strategy and operations across the United States and Mexico. Oversee budgeting, forecasting, cash flow, reporting, modeling, KPI development, profitability analysis, risk mitigation, and financial process improvement. Provide forward-looking recommendations to executive leadership on staffing, expansion, pricing, investments, and growth. Coordinate with accounting, tax, banking, payroll, HR, and external advisors while strengthening controls and financial infrastructure.

Lead financial strategy and operations across the United States and Mexico. Oversee budgeting, forecasting, cash flow, reporting, modeling, financial KPIs, risk mitigation, compliance coordination, and process improvements. Provide forward-looking analysis and recommendations to executive leadership regarding growth, pricing, investments, staffing, and expansion. Partner with accounting, payroll, HR, operations, external advisors, and banking partners to improve financial efficiency and decision-making.

Build and maintain referral relationships with law firms, physicians, clinics, and healthcare providers. Prospect new referral sources through cold calling, networking, territory coverage, and onsite visits. Coordinate educational events and community outreach, track activity and pipeline in a CRM, report referral performance, and support clinic revenue growth by increasing referrals and converting partner relationships into patient volume.