Chief Financial Officer

Overview

This search is being conducted confidentially. Additional details about the organization will be shared with qualified candidates as the process progresses.

This role involves shaping financial strategy and driving growth initiatives. As a key member of the executive leadership team, the Chief Financial Officer (CFO) oversees all financial aspects of the organization, contributes to decision-making, and ensures financial health and stability. This position reports directly to the CEO and to the Board of Directors.

Responsibilities

Financial Strategy and Planning

• Collaborate with the executive team to develop and execute the organization’s overall financial strategy, aligning it with long-term business goals and growth objectives.
• Provide financial insights and recommendations to support strategic planning, resource allocation, and investment decisions.

Financial Management and Reporting

• Oversee all financial functions, including budgeting, forecasting, accounting, and financial analysis, ensuring accuracy, compliance, and adherence to industry standards and regulatory requirements.
• Generate timely and accurate financial reports for executive management and the board, providing actionable insights for business performance improvement.

Risk Management and Compliance

• Evaluate and manage financial risks, implementing effective risk mitigation strategies to safeguard financial assets and reputation.
• Ensure compliance with relevant financial regulations, laws, and accounting principles.

Software Expertise

• Leverage prior experience in the software industry to assess and strengthen the organization’s commercial posture.
• Help protect sensitive financial data and intellectual property from potential threats.

Mergers and Acquisitions

• Collaborate with the executive team to identify and evaluate potential mergers, acquisitions, or strategic partnerships to drive business expansion and diversification.

Team Leadership and Development

• Build and lead a high-performing finance team, fostering a collaborative, growth-oriented work environment.
• Mentor and develop team members to enhance skills and competencies.

Requirements

• 15+ years of progressive financial management experience, including ideally a minimum of 3-5 years of CFO experience
• Private Equity backed portfolio company experience; exit experience preferred
• M&A experience
• Technical proficiency in SaaS / enterprise technology revenue recognition, with an understanding of ERP, CRM and other relevant billing dependencies

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits package

Location

• Based in the United States