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About the role
Key responsibilities & impact- Build the finance function as the founding in-house finance leader
- Report to the CEO and work closely with the CEO, President, leadership team, and sponsor
- Own FP&A, cash management, operating metrics, finance systems, and decision support
- Own financial modeling, forecasting, and the annual budgeting process
- Partner with leadership to size, refine, and track the annual value creation plan
- Translate financial analysis into recommendations on growth investment, pricing, packaging, and resource allocation
- Define and track KPIs including gross revenue retention, net revenue retention, renewals, and customer revenue trends
- Establish and manage a rolling 13-week cash forecast, burn, liquidity, and spending
- Improve monthly financial processes and establish controllership and financial management best practices
- Strengthen spend approvals, cash controls, financial accountability, risk, and compliance practices
- Oversee outsourced accounting, ensure accurate accrual-based reporting, and help build the finance team
- Review billing and revenue recognition processes and implement appropriate controls
- Build weekly, monthly, and quarterly reporting, including a monthly operating pack
- Co-create board reporting materials and financial inputs for quarterly board decks
- Build an operating KPI dashboard and ensure reliable data, definitions, and reconciliations
- Evaluate finance-system improvements or migrations
- Support implementation of payroll and spend systems, including Rippling and Ramp
- Use AI and automation to improve finance and HR workflows while validating outputs and protecting company data
- Advise the executive team on financial tradeoffs
- Support payroll, benefits, compensation planning, recruiting operations, and employment compliance
- Help lead board and private equity investor relations
- Support M&A analysis, financial tracking, integration, growth, and eventual exit preparation
Requirements
What you’ll need- Approximately 7–10+ years of progressive finance leadership experience in a CFO function or relevant professional-services environment
- Substantial FP&A, cash forecasting, and financial modeling experience
- Finance experience in a SaaS or comparable subscription software/data business
- Practical command of retention, renewal, and recurring-revenue metrics
- Experience building or materially improving finance processes, reporting, controls, or systems in a lean environment
- Strong accounting and controllership fundamentals
- Experience overseeing billing, revenue recognition, financial controls, risk/compliance practices, and accurate financial reporting
- Hands-on adoption or meaningful experimentation with AI and automation
- Ability to describe personally built, tested, and improved AI or automation workflows
- Experience collaborating with executive leadership and communicating financial analysis clearly in writing and presentations
- FinTech, mortgage technology, lending technology, or adjacent financial data experience preferred
- Private equity portfolio-company experience and contributions to board reporting materials preferred
- Prior CFO experience preferred, although strong step-up finance leaders are welcome
- Experience with M&A, post-merger integration, company growth, and exit preparation preferred
- Familiarity with QuickBooks, subscription billing platforms, Rippling, Ramp, or comparable systems preferred
- Chicago-area location preferred, but Chicago residence and relocation are not requirements
- Ability to complete the selection process, including a finance case study; NDA required before the case-study stage
Benefits
Comp & perks- Comprehensive benefits, including health insurance and remote work
- Bonus may be included in total cash compensation; base/bonus split unspecified
- Equity may be discussed if applicable