Internal - Chief Financial Officer (CFO)

Overview

This organization is hiring a Chief Financial Officer (CFO) for a full-time, remote role.

The CFO will own financial planning, forecasting, budgeting, reporting, and cash flow, partnering closely with the CEO on major business decisions. This position is not limited to back-office finance—success requires building scalable financial processes and translating complex financial data into clear, actionable insights.

Responsibilities

• Financial Planning & Projections
  • 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
• Forecasting & Scenario Modeling
  • Maintain rolling monthly and quarterly forecasts for revenue, expenses, and profitability
  • Forecast revenue based on the client pipeline, placements, retention, and churn
  • Build best-case, base-case, and worst-case scenarios to guide decision-making
  • Compare forecasts to actuals and refine assumptions regularly
• Budgeting & Cost Management
  • 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
• Cash Flow Management
  • Own daily, weekly, and monthly cash flow visibility and forecasting
  • Manage working capital, including receivables, payables, and collections timing
  • Ensure payroll for internal staff and Outsourced Professionals is funded on time
  • Maintain healthy cash reserves and plan runway for upcoming investments
• Financial Analysis & Reporting
  • 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 actionable financial insights to the CEO and leadership team
  • Contribute finance metrics to the company scorecard and leadership meetings
• Strategic Finance & Executive Partnership
  • Advise the CEO on growth, pricing, investments, and risk
  • Evaluate the 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 future capital or M&A conversations
• Controls, Compliance & Risk Management
  • 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
• Finance Systems & Process Building
  • 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

Must-Haves

• Proven finance leadership with extensive experience in senior finance roles (CFO, VP Finance, Finance Director, or FP&A Lead), ideally within a growing, service-based or US company
• Financial modeling mastery, including forecasts, budgets, and multi-scenario models leadership can act on
• Strong accounting foundation, including GAAP, financial statements, accrual accounting, and month-end close
• Cash flow expertise, including liquidity, working capital, and runway management in a scaling business
• Core values alignment, including integrity and alignment with communication, ownership, emotional regulation, and excellence
• AI awareness & proficiency, including understanding modern AI tools and how to apply them to speed up analysis and reporting
• Executive-level communication, turning complex numbers into clear, actionable insights for the CEO and leadership team

Nice-to-Haves

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

Compensation & Benefits

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

Location & Work Details

• Remote (PST timezone)
• Full-time
• Must be available during business hours to communicate responsively with the CEO and leadership team

Additional Information

• Attire: business casual when in meetings
• Professional setup: strong WiFi and appropriate equipment (camera and microphone)
• Tech stack / tools (baseline and preferred):
  • Accounting software: QuickBooks Online, Xero, or similar
  • Advanced Excel / Google Sheets: financial modeling, pivot tables, and dashboards
  • AI tools: ChatGPT, Claude, Gemini, Perplexity, and prompt engineering
  • Collaboration tools: Google Workspace, Slack, and project management platforms
  • Highly preferred: FP&A/BI tools (e.g., Fathom, LivePlan, Power BI, Looker Studio, Tableau)
  • Highly preferred: payroll and payments platforms (e.g., Gusto, Deel, Wise, Payoneer)
  • Highly preferred: billing and expense tools (e.g., Bill.com, Ramp, Expensify)
  • Highly preferred: automation tools (Zapier, Make.com, or N8N)
  • Highly preferred: CRM familiarity, especially GoHighLevel (for pipeline-based revenue forecasting)