Director of Finance

vcfo has partnered with an innovative energy technology firm that is helping operators maximize well performance, improve capital efficiency, and make smarter development decisions through advanced simulation and engineering solutions. Exciting to support a company where technical excellence meets real-world impact.

Position Overview

The Director of Finance will operate as a true “Head of Finance”, responsible for both execution and strategy, with the expectation that they will build and scale the finance function over time.

The ideal candidate is a doer and builder who thrives in an entrepreneurial environment, enjoys creating structure where it doesn’t yet exist, and can translate financial and operational data into meaningful insights for leadership.

Key Responsibilities

Full Ownership of Finance & Accounting

• Own the end-to-end finance and accounting function, including:
• Month-end close
• Financial statement preparation (GAAP)
• Accounts payable and receivable
• Oversee indirect tax compliance globally (including US sales tax and international VAT/GST considerations), coordinating with external advisors and ensuring appropriate systems, reporting, and controls are in place.
• Billing, collections, and cash management
• Ensure accuracy, compliance, and scalability of all financial processes
• Execute yearly financial audit
• Prepare and deliver monthly financials and board reporting packages
• Build and maintain board decks, including KPIs and business insights
• Provide clear, data-driven recommendations to executive leadership

Budgeting, Forecasting & Planning

• Lead annual budgeting and ongoing forecasting processes
• Build financial models to support strategic planning and growth scenarios
• Partner with leadership to align financial plans with business objectives

Revenue Recognition & Business Modeling

• Own and refine revenue recognition practices across:
• SaaS/software (ARR, subscriptions)
• Professional services
• Ensure consistency, compliance, and clarity in financial reporting
• Maintain and evolve the ARR database and SaaS metrics

Operational Finance & Sales Support

• Manage sales commissions and quota calculations
• Partner with Sales to support pricing and deal structuring
• Help establish and operationalize a deal desk function

Lender & External Relationships

• Own lender relationships, including reporting and compliance requirements
• Manage cash flow and financial obligations with external stakeholders

Systems & Process Improvements

• QuickBooks (current accounting system)
• Gusto and EOR platform (payroll/HR)
• Lead future ERP transition to NetSuite, including evaluation, implementation, and migration
• Build scalable processes around payments, billing, and reporting
• Drive automation and efficiency using advanced Excel and tools

Qualifications

Required

• Bachelor’s Degree in Accounting or Finance
• 8+ years of experience across finance and accounting roles
• Proven ability to independently manage full-cycle accounting and finance
• Experience managing multi-jurisdiction indirect tax (U.S. Sales tax and international VAT/GST) and tax automation tools (eg Avalara)
• Strong knowledge of GAAP and annual revenue recognition in SaaS setting
• Experience preparing board-level reporting and financial insights
• Advanced Excel and financial modeling skills
• Experience working in a high-growth or scaling environment
• Hands‑on experience with QuickBooks and NetSuite

Preferred

• Experience leading or supporting an ERP migration (QB → NetSuite strongly preferred)
• Familiarity with Salesforce and ARR SaaS metrics
• Experience working at private equity portfolio companies