Internal - Chief Finance Officer (CFO)

Overview

This role is for a full-time Chief Financial Officer (CFO) on a remote basis (PST timezone). The CFO will own financial planning, forecasting, budgeting, reporting, and cash flow, and serve as a strategic partner to the CEO in major business decisions.

Responsibilities

• Build and own the annual financial plan and long-range (3–5 year) projections
• Translate company goals and growth targets into financial plans and milestones
• Model the financial impact of new services, pricing changes, hiring plans, and growth initiatives
• Partner with the CEO on setting and tracking company-level financial targets
• Maintain rolling monthly and quarterly forecasts for revenue, expenses, and profitability
• Forecast revenue based on the client pipeline, placements, retention, and churn
• Develop best-case, base-case, and worst-case scenarios and refine assumptions based on actual results
• Lead the annual budgeting process and set department-level budgets with team leads
• Monitor budget vs. actuals, flag variances early, and provide clear recommendations
• Identify cost-saving opportunities and improve operational efficiency
• Review vendor, software, and tool spend to ensure cost effectiveness
• Own daily, weekly, and monthly cash flow visibility and forecasting
• Manage working capital, including receivables, payables, and collections timing
• Ensure payroll funding for internal staff and outsourced professionals
• Maintain healthy cash reserves and plan runway for upcoming investments
• Prepare monthly, quarterly, and annual financial statements and management reports
• Build and maintain executive dashboards and finance KPIs (gross margin, client profitability, LTV, CAC, revenue per placement, etc.)
• Analyze profitability by client, service line, and team to inform strategy
• Present clear, actionable financial insights to the CEO and leadership team
• Contribute finance metrics to the company scorecard and leadership meetings
• Advise the CEO on growth, pricing, investments, and risk
• Evaluate ROI of new initiatives, hires, markets, and partnerships
• Guide pricing and fee-structure decisions to protect margins as the organization scales
• Support financing, banking relationships, and any future capital or M&A conversations
• Establish and maintain internal controls, approval workflows, and audit readiness
• Oversee bookkeeping, month-end close, and reconciliations for accuracy and timeliness
• Coordinate with external CPAs, tax advisors, and auditors on tax filings and compliance
• Identify financial risks and implement proactive mitigation plans
• Design and document finance SOPs that scale with the business
• Evaluate, implement, and optimize finance tools, integrations, and automations
• Use AI and automation to streamline reporting, forecasting, and reconciliation
• Mentor and guide finance or bookkeeping support as the team grows

Requirements

• Extensive experience in senior finance roles (CFO, VP Finance, Finance Director, or FP&A Lead), ideally within a growing, service-based or US company
• Expert at building forecasts, budgets, and multi-scenario models leadership can use for decisions
• Strong accounting foundation, including GAAP, financial statements, accrual accounting, and month-end close
• Proven cash flow expertise, including liquidity, working capital, and runway management in a scaling business
• Strong personal integrity and alignment with values around communication, ownership, emotional regulation, and excellence
• Solid understanding of modern AI tools and how to use them to speed up analysis and reporting
• Executive-level communication skills to turn complex numbers into clear, actionable insights for the CEO and leadership team
• Must be available during business hours to communicate responsively with the CEO and leadership team

Preferred Qualifications

• CPA, CMA, or CFA (bonus)
• Staffing/recruiting or agency experience, including placement-based revenue, recurring client billing, and contractor payroll (bonus)
• US tax and entity knowledge, including multi-entity structures or cross-border payments (bonus)
• Fundraising/M&A exposure, including support for financing, investor reporting, or acquisitions (bonus)

Skills & Tools

• QuickBooks Online, Xero, or similar accounting software
• Advanced Excel / Google Sheets for financial modeling, pivot tables, and dashboards
• AI tools such as ChatGPT, Claude, Gemini, Perplexity, including prompt engineering
• Collaboration tools such as Google Workspace, Slack, and project management platforms

Preferred tools/experience:

• FP&A/BI tools (e.g., Fathom, LivePlan, Power BI, Looker Studio, Tableau)
• Payroll and payments platforms (e.g., Gusto, Deel, Wise, Payoneer)
• Billing and expense tools (e.g., Bill.com, Ramp, Expensify)
• Automation tools (e.g., Zapier, Make.com, N8N)
• CRM familiarity, especially GoHighLevel, for pipeline-based revenue forecasting

Compensation & Benefits

• Competitive compensation based on experience, expertise, and impact
• 13th month bonus
• Performance-based raises, bonuses, and prizes
• Health, dental, and mental health insurance

Location & Schedule

• Full-time position
• Remote
• PST timezone
• Business-casual attire for meetings
• Clean background
• Professional setup with good camera, good microphone, and strong wifi