Develop and execute comprehensive financial strategies aligned with company growth and valuation objectives. Lead long-term financial planning, budgeting, and forecasting processes, including cash flow forecasts, scenario analysis, mix/margin analysis, variance reporting, and profitability analysis to identify opportunities for margin improvement.
Oversee all federal, state, and local tax and regulatory compliance and filings, and develop strategies to optimize the company's tax position. Manage operational financial metric reporting including pricing, revenue recognition, and project profitability.
Manage cash flow, working capital, and liquidity planning. Optimize banking relationships, treasury operations, and credit and collections processes to maintain healthy cash conversion cycles.
Coordinate stock plan governance including 409A valuations, option grants, warrant issuances, stock-based compensation accounting, and related tax reporting (Form 3921, 83(b) elections, ISO $100K limit compliance). Manage board and shareholder actions including preparation of board materials, resolutions, and minutes. Serve as first-line evaluator and final approver for contracts, and manage legal vendor relationships.
Entity Accounting Oversee accounting and financial reporting for affiliated partnerships and investment entities, including capital account maintenance, partner contributions, share allocations, distributions, ownership changes, K-1 reporting, and partnership ledger management.
Oversee insurance programs (D&O, E&O, Cyber) and ensure contractual risk mitigation and adequate liability coverage.
Prepare and deliver comprehensive board materials and financial presentations, communicating performance, risks, and opportunities to the Board of Directors, CEO, and shareholders. Support fundraising activities and investor relations as needed.
Foster a culture of continuous improvement by identifying opportunities for automation and operational efficiency. Collaborate cross-functionally with sales, sales operations, human resources, and delivery teams.

Requirements

Bachelor's degree in Accounting, Finance, or related field
CPA strongly preferred; Detailed technical accounting knowledge and hands on experience required.
10+ years of progressive finance leadership experience, with at least 5 years in a senior finance role
Proven track record in a high-growth Cybersecurity, SaaS, or professional services environment
Deep expertise in accounting principles, financial reporting, and internal controls
Strong operational finance background including invoicing, billing, and collections management
Experience with government contracting, compliance requirements, and revenue recognition preferred
Proficiency with financial systems and ERP platforms
Advanced Excel and financial modeling skills strongly preferred
Experience with exits/ sales transactions a strong plus but not required.
Ability to design and implement scalable financial processes and controls
Excellent written and verbal communication skills for board and stakeholder presentations
Collaborative approach to working with cross-functional teams, strong intuitive business skills and ability to come up to speed on new business quickly
Uncompromising ethics and commitment to financial accuracy
Thrives in a dynamic, fast-paced environment with evolving priorities

Benefits

Comprehensive medical, dental, and vision coverage, the company covers 100% of employee premiums and 90% of dependent premiums on base plans
Unlimited PTO, 7 paid sick days, and 11 paid holidays
401(k) with 4% company match after 90 days, immediately vested
Company‑paid life insurance at 1x annual salary
Company‑paid Short‑Term Disability (STD) and Long‑Term Disability (LTD) coverage
$125 monthly home‑office tech stipend for internet, equipment, and other technology needs
Amazing colleagues, a collaborative environment, and a supportive, growth‑focused culture

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial strategiesbudgetingforecastingcash flow managementvariance reportingprofitability analysisaccounting principlesfinancial reportingfinancial modelingrevenue recognition

Soft Skills

communication skillscollaborationleadershipoperational efficiencycontinuous improvementbusiness acumenethicsadaptabilitypresentation skillscross-functional teamwork

Certifications

Bachelor's degree in AccountingBachelor's degree in FinanceCPA