Company Overview
Panacea Financial Holdings (“Panacea”) is a rapidly growing fintech and banking platform purpose-built to serve the unique financial needs of physicians, dentists, and veterinarians. Panacea is building the next-generation financial ecosystem for healthcare professionals—spanning practice finance, personal banking, patient finance, accounting / tax, advisory and payments.
Position Summary
Panacea Financial Holdings is seeking a highly experienced Senior Advisor to join Doctors Advisory Group (“DAG”) and serve as a trusted strategic advisor to physician owners, medical groups, and healthcare practices. This individual will play a critical leadership role in supporting client relationships, providing high-level financial and operational guidance, and contributing to the continued growth and evolution of DAG’s advisory platform.
The ideal candidate brings deep expertise in healthcare-focused accounting, tax, and advisory services, along with strong executive presence and relationship management skills. This role is well-suited for someone coming from a Partner, Director, Managing Director, or Senior Manager-level background within a healthcare accounting firm, advisory practice, or consulting organization. The Senior Advisor must be comfortable operating both strategically and hands-on within a fast-paced, entrepreneurial environment.
Key Responsibilities
Client Advisory & Relationship Management
- Serve as a strategic advisor to physician owners, healthcare operators, and medical practices across a range of financial and operational matters
- Build and maintain strong executive-level client relationships rooted in trust and long-term partnership
- Advise clients on financial performance, profitability, tax planning, compensation structures, cash flow, and operational strategy
- Support clients through complex business decisions, growth initiatives, and practice optimization efforts
- Translate financial and operational insights into actionable recommendations for clients
Leadership & Operational Support
- Partner with DAG leadership to support the continued growth and scalability of the advisory business
- Mentor and support internal team members across client delivery and operational workflows
- Help improve processes, best practices, and scalable advisory frameworks
- Collaborate cross-functionally with accounting, tax, operations, and leadership teams
Business Development & Growth
- Support business development efforts through networking, relationship-building, and referral generation
- Participate in prospective client conversations, presentations, and proposals
- Identify opportunities to expand existing client relationships and advisory offerings
- Represent DAG and Panacea professionally within healthcare and professional services communities
Qualifications & Experience
- CPA required
- 10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional services
- Significant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferred
- Strong understanding of healthcare practice financial operations, tax structures, and business strategy
- Experience managing and advising executive-level client relationships
- Experience operating within a fast-paced, growth-oriented organization preferred
- Bachelor’s degree in Accounting, Finance, Business, or related field required
Skills & Competencies
- Strong relationship management and client advisory skills
- Excellent communication and executive presence
- Strategic thinker with strong business and financial acumen
- Collaborative and solutions-oriented mindset
- Ability to navigate ambiguity and operate independently
- Strong organizational and project management skills
- High degree of professionalism, judgment, and discretion
- Passion for supporting healthcare professionals and entrepreneurial businesses
Note: The pay offered may vary depending on several factors such as location, job-related knowledge, skills, and experience. We offer several perks as part of the compensation package that include unlimited PTO, medical/dental/vision insurance, a competitive 401(k) match, paid parental leave, and more.
Contractors (1099) and freelancers are welcome to apply.
