Overview
This role is remote. The organization is seeking an Interim CFO to lead transaction readiness, guide M&A financial analysis, and provide finance leadership for an enterprise software (SaaS) business backed by private equity.
Responsibilities
- Lead transaction readiness efforts
- Guide M&A financial analysis and support transaction-related financial work
- Direct a hands-on M&A modeler, including challenging assumptions to ensure accurate, decision-ready financial analysis
- Ensure transaction-related reporting is complete and credible
- Turn incomplete or inconsistent financial and operational data into credible buyer materials
- Collaborate directly with executive leadership, investors, and external advisors in a fast-paced environment
Requirements
- Prior CFO experience with private equity-backed SaaS businesses
- Experience leading a sponsor-backed exit, including buyer diligence and transaction preparation
- Strong understanding of SaaS metrics, financial modeling, and transaction-related reporting
- Ability to direct and validate decision-ready financial analysis by challenging assumptions and ensuring accuracy
- Comfort working directly with executive leadership, investors, and external advisors in a fast-paced environment
Preferred Qualifications
- Experience with Salesforce data and Sage Intacct
- Experience successfully guiding businesses through CFO transitions and interim leadership assignments
- Experience with mid-market companies and established FP&A teams
- Immediate availability with flexibility to increase hours as needed
Compensation & Benefits
- Competitive pay
- 100% of premiums paid for Medical, Dental, and Vision for employee consultants working over 30 hours/week
- 401k with 5% immediate vesting employer match
- Health Savings Account with employer contribution
- Opportunity to earn a spot on an awards trip