Chief Financial Officer - SaaS

Position Overview:
The Chief Financial Officer (CFO) will serve as a strategic partner to the CEO and executive team, driving financial performance and supporting the company's aggressive growth strategy within the services industry. This role is finance-centric, focusing on capital structure optimization, forecasting, strategic planning, and M&A execution. The ideal candidate will bring deep experience in financial leadership within SaaS or technology-driven companies and possess the ability to navigate private equity environments.

Key Responsibilities:

1. Strategic Financial Leadership:

   • Partner with the executive team to establish financial goals and develop long-term strategies aligned with business objectives.
   • Provide strategic guidance on scaling operations, managing growth, and optimizing profitability.

2. Financial Planning and Analysis (FP&A):

   • Lead the budgeting, forecasting, and financial modeling processes to deliver actionable insights for decision-making.
   • Oversee the preparation of dashboards, KPIs, and financial reports to monitor performance and identify opportunities.

3. Capital Structure and Fundraising:

   • Manage the company’s capital structure, ensuring optimal debt and equity positioning.
   • Work with private equity partners to assess and secure funding for growth initiatives.

4. Mergers and Acquisitions (M&A):

   • Lead financial due diligence, valuation, and integration for acquisitions to drive inorganic growth.
   • Partner with cross-functional teams to evaluate target companies and integrate acquired entities.

5. Operational Efficiency:

   • Collaborate with operational teams to identify cost-saving initiatives and enhance productivity.
   • Support SaaS metrics analysis, including ARR, churn, LTV/CAC ratios, and customer retention metrics.

6. Governance and Stakeholder Relations:

   • Present financial performance and forecasts to the Board of Directors and private equity stakeholders.
   • Ensure compliance with all financial regulations and industry standards.

Qualifications:

• 10+ years of progressive financial leadership experience, including a CFO or senior FP&A role.
• Proven track record in SaaS or subscription-based businesses, with a strong grasp of SaaS metrics.
• Extensive private equity experience, including fundraising and board-level reporting.
• Expertise in financial modeling, data-driven decision-making, and M&A transactions.
• CPA, CFA, or MBA preferred but not required.

Competencies:

• Strong analytical and strategic planning skills.
• Exceptional communication abilities to engage effectively with diverse stakeholders.
• Experience driving change and scaling finance teams in high-growth environments.
• Results-oriented, adaptable, and able to thrive in fast-paced settings.