Develop and execute financial strategies that align with the company's short- and long-term goals.
Provide insights and recommendations to the CEO and Board of Directors on financial performance and growth initiatives.
Partner with business unit leaders to support decision-making, capital and resource allocation.
Assist with strategic investments in the company’s software platform and ensure management to company hurdle rates and ROI.
Lead presentations of financial performance and forecasts to the company’s investors and Board of Directors.
Lead and develop the finance and accounting team.
Foster a culture of continuous improvement and accountability.
Oversee budgeting, forecasting, and long-term financial modeling while providing valuable insights to the executive team.
Lead company-wide financial reporting (monthly, quarterly, and annual reports), including management of financial metrics and KPIs.
Analyze business performance and recommend improvements, particularly resource management and ways to improve leverage across the company.
Prepare budgets, forecasts, and long term financial models.
Manage financial performance against budgets and benchmarks.
Improve financial systems, processes, and policies for scale and efficiency.
Collaborate with HR, Legal, and IT to manage company-wide operational risk.
Ensure accurate and timely reporting in accordance with GAAP and any regulatory requirements.
Manage internal and external audits, tax strategies, and compliance requirements.
Implement and oversee financial controls to safeguard company assets.
Oversee cash flow management, investment strategies, and capital structure optimization.
Lead fundraising initiatives, including equity and debt financing, as needed.
Requirements
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
10+ years of progressively responsible financial leadership with a SaaS organization, preferably within financial services, or analytics-focused firms.
Strong understanding of accounting issues facing SaaS companies and financial statement analysis.
Proven experience in strategic planning, fundraising, and investor relations.
Strong understanding of SaaS/tech revenue models, risk analytics, and data-driven environments.
Exceptional communication and leadership skills.
Ability to produce clear and concise financial presentations for executive leadership, the Board, and investors.
Experience scaling finance functions in high-growth or PE-backed environments.
Hands-on, pragmatic approach with high attention to detail.