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.

The organization is seeking a Chief Financial Officer (CFO) who will shape financial strategy and drive growth initiatives. This role is part of the executive leadership team, reporting 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 the organization’s 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.
• Protect sensitive financial data and intellectual property from potential threats.

Mergers and Acquisitions

• Collaborate with the executive team in identifying and evaluating 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 and 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.
• Based in the United States.
• Passionate about driving the financial success of the business.

Preferred Qualifications

• Exit experience.

Compensation & Benefits

• Competitive compensation and a comprehensive benefits package.

Location

• United States