CFO

Strategic Chief Financial Officer

The Strategic Chief Financial Officer leads a cross functional team (Pod) of accounting and finance professionals to guide clients leveraging the Driven Insights proprietary Client Maturity Model. Clients are early stage and growth businesses with a focus on Software as a Service.

In client engagements you will serve as a key partner to the CEO and executive team, driving the financial strategy, discipline, and insight that enable the company to grow sustainably and create long-term value. This role goes beyond accounting and compliance — it leverages the right fractional pod resources to integrate finance, strategy, and operations to shape each client's direction and performance.

Location: Work from Home

The Perks

• Medical, Dental, Vision, Life, and Disability Insurance
• Flexible Spending Account
• Generous PTO Policy
• Permanent Work from Home
• Amazing culture & team
• Growth opportunities abound – multiple tracks to choose from
• Company 401k Contribution
• Loads of Tech Gear, including 3 monitors, laptop, etc.
• Periodic In-Person Get Together

Driven Insights Pod Leadership

At Driven Insights, you will be the head of a Pod, focused on serving a group of clients. Leading the Pod management team to drive connectedness in a virtual work environment.

While guiding clients on a journey that increases enterprise value your pod leadership will be focused on facilitating an outstanding Team Experience and achieving growth and margin goals for Driven Insights.

1. Team Development
   • Mentor and grow a high-performing accounting and finance team capable of supporting and growing your portfolio of clients.
   • Foster a culture of connectedness, accountability, ownership, and continuous improvement.
2. Pod Operations
   • Growing your pod in a scalable, sustainable and profitable manner
   • Support your team with the visibility and tools required to properly guide your clients on their entrepreneurial journey

Client Engagement Responsibilities

Serve as the strategic CFO for a portfolio of businesses. Through a combination of team management and individual participation support the following client priorities:

1. Strategic Leadership
   • Partner with client CEOs and leadership teams to define and execute the company's strategic plan.
   • Translate strategy into measurable financial goals, operating plans, and performance metrics.
   • Lead scenario planning, financial modeling, and long-range forecasting to support decision-making and resource allocation.
   • Advise on growth opportunities — organic and inorganic — including new markets, pricing strategies, partnerships, and acquisitions.
2. Financial Stewardship
   • Oversee all aspects of financial management, including accounting, budgeting, forecasting, cash flow, and capital planning.
   • Ensure accurate and timely financial reporting that provides clear visibility into company performance.
   • Maintain strong financial controls, risk management practices, and compliance with relevant standards and regulations.
   • Optimize capital structure and manage relationships with investors, lenders, and key financial partners.
3. Operational Insight & Decision Support
   • Partner cross-functionally to identify and improve key business drivers — revenue efficiency, unit economics, margins, and scalability.
   • Provide financial analysis and dashboards that empower teams to make data-driven decisions.
   • Lead the implementation of financial systems, automation, and analytics to improve visibility and operational agility.

Qualifications

• 10+ years of progressive finance leadership experience, ideally in growth-stage or technology-driven environments. Some entrepreneurial and/or investment experience preferred.
• Proven ability to generate financial insight and translate that into strategic action.
• Deep understanding of financial modeling, forecasting, and data-driven decision-making.
• Experience leading cross-functional initiatives that improve profitability and scalability.
• Exceptional communication skills — able to simplify complex financial information for non-financial audiences.
• CPA, CFA, or MBA preferred but not required.

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 (eg: periodic in-person get together in cool locations) for professional development activities