CFO Search: Financial Leadership Through a Healthcare Refinancing
A finance chief who could hold a lender conversation and a clinical one in the same week — assessed deliberately for both, not assumed.
The brief
A multi-site healthcare group approaching a refinancing needed a finance chief who could hold a lender conversation and an operational one in the same week.
The search
Assessment leaned hard on the refinancing experience and on the ability to work with a clinical board — two things that rarely appear in the same CV and were worth being deliberate about.
The outcome
Candidates who had refinanced but never sat with a clinical board tended to struggle at second stage, and the reverse was just as true. Testing both capabilities explicitly, rather than assuming one implied the other, is what kept the process from stalling at the final stage — which is where healthcare finance searches usually break down.
What we track on a search like this
- Time to shortlist — measured from Position Profile sign-off, not from the first conversation.
- Shortlist depth — a short list of genuine finalists rather than a long list to filter down.
- Retention at twelve months — reviewed with the client a year after the start date.
Representative engagement. Client and candidate details are withheld for confidentiality.