Chief Financial Officer (CFO)

POSITION LOCATION

This position is eligible for a hybrid work arrangement. Currently 5 days of on-site work per month are required.

POSITION PURPOSE

The CFO will serve as the financial architect and strategic advisor to a forward-thinking technology organization, driving the financial strategy, operational efficiency, and long-term fiscal health of the company. This role requires a leader with expertise in mergers and acquisitions, financial management, corporate governance, and operational oversight, including HR and compliance functions. The CFO will work closely with the CEO and executive team to align financial and operational goals with the company's strategic vision and market leadership.

Duties & Responsibilities

• Develop and execute a financial strategy that supports the organization's vision and growth objectives.
• Provide critical insights and analyses to guide long-term strategic decisions and resource allocation.
• Collaborate with the CEO on investment strategies, mergers, acquisitions, and other financial opportunities.
• Identify and evaluate potential M&A opportunities, including due diligence, valuation, negotiation, and integration.
• Oversee financial planning processes, including budgeting, forecasting, and financial modeling.
• Monitor industry and economic trends to identify risks and opportunities affecting financial performance.
• Ensure financial objectives align with strategic goals and track performance against key metrics.
• Develops policies and procedures and ensures they support and complement strategic goals.
• Oversees overall corporate cash, tax, and GAAP accounting recordkeeping and department operations.
• Oversees preparation of monthly, annual, and other financial reports and statements as requested.
• Coordinates audits of the financial statements.
• Ensures governmental filings and payments are accurate and timely.
• Directs the maintenance of the company’s financial and accounting records.
• Prepares Board of Members financial reports and presents at board meetings as required.
• Optimize financial processes and systems to enhance operational efficiency and cost management.
• Lead initiatives to streamline reporting, compliance, and financial operations.
• Implement technologies and tools that support data-driven decision-making.
• Develop and implement risk management and insurance strategies to safeguard company assets and mitigate financial risks.
• Oversee compliance with regulatory, legal, and financial reporting standards.
• Lead corporate governance practices, ensuring alignment with best practices and ethical standards.
• Oversee the compliance department, ensuring adherence to all relevant policies and regulatory requirements.
• Build and lead high-performing teams across finance, HR, and compliance functions, fostering a culture of accountability and excellence.
• Mentor and develop professionals in accounting, compliance, finance, HR and related departments to support their growth and the company's talent pipeline.
• Partner with HR leadership to ensure the development and execution of talent management, employee engagement, and organizational development strategies.
• Oversee HR policies and practices, ensuring alignment with organizational goals and compliance with labor laws and regulations.
• Drive initiatives that foster a positive workplace culture and employee well-being.
• Support innovation initiatives by ensuring financial feasibility and alignment with growth strategies.
• Evaluate financial implications of new technologies, partnerships, and business models.
• Drive sustainable growth through strategic financial planning and disciplined execution.
• Monitor competitive and market dynamics to inform pricing strategies and capital allocation.
• Represent the organization in board meetings, industry events, and public forums as needed.
  
  

Education & Experience Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field required.
• MBA in finance or related field preferred.
• Professional certification such as CPA, CFA, or CMA preferred.
• Minimum of 10 years of progressive financial leadership experience, including at least 4 years in an executive finance role (e.g., CFO, VP of Finance, Controller) within the technology sector or a high-growth industry.
• Extensive experience in financial planning and analysis (FP&A), P&L management, and corporate finance, with demonstrated ability to align financial strategy with business goals.
• Experience managing cross-functional teams (i.e. Accounting, Finance, HR, compliance, and governance functions)
  
  

Required Knowledge

• Thorough understanding of financial and accounting practices, procedures, and regulations.
• Knowledge of investments, financial research, and reporting.
• Knowledge of corporate strategy process and execution and strategic mergers and acquisition (M&A) process.
• Knowledge of Intacct or similar accounting software.
  
  

WORKING CONDITIONS

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Occasional overnight travel as required.
• Long duration of computer workstation usage.
  
  

Intent And Function Of Job Descriptions

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Supervisors may assign additional functions and requirements as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.