Chief Financial Officer – CFO

Infotrust

full-time

Posted on:

Location Type: Hybrid

Location: Cincinnati • Ohio • United States

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Job Level

Lead

Tech Stack

ERP

About the role

  • Lead financial strategy, planning, and analysis, ensuring alignment between financial outcomes, product strategy, go-to-market execution, and delivery economics
  • Partner with the CEO to build and operationalize a three-year financial model spanning services revenue, SaaS ARR, and reseller or platform-based revenue
  • Provide financial leadership during the services-to-product transition, including evaluating margin profiles, investment tradeoffs, scalability, and capital allocation
  • Oversee all GAAP accounting, tax, audit, and compliance activities, and build a scalable controller function with a highly automated day-five close
  • Own B2B SaaS and product economics, including ARR, NRR, churn, CAC payback, LTV, and gross margin, ensuring metrics are trusted and decision-ready
  • Partner closely with Revenue Operations, Sales, Marketing, and Product to optimize pricing, forecasting, incentives, and go-to-market investment
  • Modernize finance systems and tooling, integrating platforms such as Salesforce and financial systems while applying AI and automation to enhance insight and human judgment
  • Build, mentor, and lead a high-performing finance team and partner with HR on compensation and incentive frameworks aligned with long-term value creation

Requirements

  • Direct experience helping a services-based organization transition to a product-led or SaaS business model
  • Deep experience in B2B environments (this role is not intended for B2C-only backgrounds)
  • 10+ years of senior finance leadership experience, ideally in the $20M–$100M revenue range
  • Strong fluency in SaaS and recurring-revenue economics, including CAC, LTV, churn, and NRR
  • Proven experience building or scaling finance functions, including ERP, FP&A, or automation platforms
  • A collaborative leadership style and the ability to serve as a trusted partner to sales, marketing, and product leaders
Benefits
  • health/vision/dental insurance with employer-sponsored premiums
  • unlimited PTO
  • a generous parental leave program
  • 401k plan with company match
  • tuition reimbursement
  • much more
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial strategyfinancial modelingGAAP accountingtax complianceaudit complianceB2B SaaS economicsCACLTVchurnNRR
Soft Skills
leadershipcollaborationmentoringstrategic planningcommunicationtrust-buildingteam buildingoperationalizationdecision-makingpartnership