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Saas CFO & Head of Finance

Driven Insights
Miami, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Job Summary: Are you a finance leader of high character and competence who can move hearts and minds? Looking to build upon your track record as a SaaS CFO in a rapidly growing segment of the financial services industry? You will work tightly with our clients and the Driven Insights accounting & finance team. Manage the entire Driven Insights Finance team as well as day-to-day finance operations as detailed herein for a small handful of strategic Driven Insights' clients. You'll be a member of the executive team and take part of a collaborative, innovative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.

Location: Work from Home

THE PERKS
  • Medical (including flexible spending account), Dental, Vision, Life, and Disability Insurance
  • Flextime
  • Generous PTO Policy
  • Permanent Work from Home
  • Amazing culture & team
  • Growth opportunities abound
  • Company 401k Contribution
  • Loads of Tech Gear
  • Annual In-Person Get Together (Post Covid)
JOB RESPONSIBILITIES

Driven Insights is revolutionizing the way that Finance is done in growth businesses. We seek an experienced Finance executive to take over leadership of the Finance group from the co-founder, while managing a smaller book of client business for the foreseeable future.

  • Lead, manage and expand a team to deliver the finance solutions growth companies need.
    • Manage team with ultimate responsibility for client relationships
    • Hire, develop and supervise finance team
    • Tightly collaborate with fellow executive leaders in Accounting and Onboarding to ensure consistent world-class client experience
  • Manage your own book of Driven Insights clients:
    • Lead & manage cash flow, budget & scenario planning
    • Identify, measure, analyze and report upon SaaS KPI (key performance indicators)
    • Ensure the accuracy of financial and SaaS metric data (SaaSOptics & QuickBooks)
    • Coach non-finance client executives on strategic SaaS KPI usage and management of their respective department’s budget
    • Extensive scenario modeling to drive strategic decisions on topics ranging from pricing, to cash impact from changes to payment terms, product development investment ROI or changes in EBITDA based on different department spend/revenue strategies.
    • Proactively monitor sales tax liability, ensuring compliance as clients grow and compliance landscape evolves, coordinating with client CPA and Driven Insights team
    • Handle client vendor and bank relationships
    • Facilitate purchase requisition and expense review & approval
    • Execute strategic projects (eg: due diligence, fundraising requests) following CFO guidance
  • Own, evolve internal client finance processes to promote efficiency, ensure data accuracy
  • Manage accounting and finance-related technology from QuickBooks to subscription management tool to credit card processor to business intelligence toolset
  • Ensure compliance with local, state, and federal government requirements
ADDITIONAL RESPONSIBILITIES
  • Assumes other special activities and responsibilities as required. These include projects such as researching and implementing new technology for internal and customer use, as well as process improvement initiatives.
REQUIRED SKILLS AND ABILITIES
  • Seasoned motivator and leader of finance and accounting teams in high growth environments, both bootstrapped and institutionally-backed situations
  • Strong QuickBooks Online experience, ideal to also be power user of NetSuite and/or Intacct.
  • Exceptionally strong Microsoft Excel financial modeling skills with track record of building and maintaining sophisticated cash flow and GAAP-compliant budget models
  • Firm grasp on current SaaS-specific sales tax compliance requirements and liability management, including usage of sales tax liability management tool like Avalara
  • Deep experience with subscription billing enterprise software solutions such as SaaSOptics or Zuora and fluency in SaaS KPIs
  • Sound written and verbal communication skills
  • Proven analytical, problem-solving, critical thinking, decision-making & project management skills
  • Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
  • Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
  • Maintain a positive, solutions-focused attitude
  • Ability to use good judgement and keep client information confidential
  • Deliver consistent excellent customer service to internal/external customers, colleagues and management
EDUCATION AND EXPERIENCE
  • Bachelor's Degree in Finance, Accounting or Business Administration
  • Master’s in Business Administration and/or CPA license preferred
  • 10+ years collective experience as an Controller (full accounting ownership) and CFO in SaaS firm(s) through all phases of growth up to $50M ARR
PHYSICAL REQUIREMENTS

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Office Environment:
    • Prolonged periods sitting at a desk and working on a computer.
    • Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
    • Must be able to lift laptop and reams of paper
  • Infrequent travel to client sites and annual company in-person gathering

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Driven Insights

Address

Miami, FL
USA

Industry

Finance and Insurance

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