Quality of Earnings (QoE) Engagement Lead

Overview

Contract / project-based engagement

• Remote
• Approx. 80+ hours
• November 2026 – January (work must be completed by end of January 2027; earlier completion is strongly preferred)

This role supports the preparation of a sell-side Quality of Earnings (QoE) analysis for a Series B enterprise SaaS company. The engagement involves planning and leading the QoE effort, managing data room support, coordinating management Q&A, and performing much of the analytical work personally. Deliverables include a polished PDF QoE report with graphical analysis and the supporting data workbook(s).

Responsibilities

• Develop an efficient and effective plan to test and support the QoE analysis
• Lead and perform hands-on QoE work, including revenue, expense, and earnings adjustments
• Oversee and direct internal resources in assembling data room support
• Manage Q&A with the management team and drive timely resolution of open items
• Prepare the final QoE report (PDF) with clear graphical presentation of key findings
• Build and maintain the supporting workbook(s) of data and analysis

Requirements

• CFO, VP, or Director-level finance experience
• Audit background (public accounting or equivalent), critical for this role
• Demonstrated experience preparing QoE reports
• Ability to work independently and deliver high-quality output on a firm deadline

Preferred Qualifications

• M&A transaction experience, particularly on the sell side
• SaaS revenue experience, including ARR metrics and deferred revenue / revenue recognition
• Familiarity with Stripe billing and revenue data
• Experience with multi-entity structures and intercompany cost allocations

Compensation & Benefits

• Compensation: DOE

Location

• Remote