Chief Financial Officer

Chief Financial Officer (Retained Search)

Location: Washington DC (Remote- Regular travel as needed on east coast)

Compensation: $250,000+$300,000

Incentive: Annual Bonus + Equity

TalentSource360 has been retained to identify the next-generation Chief Financial Officer for a rapidly growing, East Coast–based SaaS company that is disrupting its marketplace. The company is scaling quickly, attracting strong investor interest, and is likely positioned for a significant liquidity or strategic transaction in the years ahead.

This is a rare chance to join a young, yet stable business at an inflection point and shape the financial strategy, capital structure, and transaction readiness that will define its next chapter. The client's identity will be shared with qualified candidates as the confidential search progresses.

Position Summary

The CFO will own all finance and accounting functions and serve as a strategic partner to the CEO, Board, and investors. The primary focus will be leading M&A activity, fundraising, and investor relations, while building the financial performance management discipline and KPI framework needed to scale the business and prepare it for a successful transaction.

Responsibilities

• Lead the company's M&A strategy, including target identification, valuation, due diligence, deal structuring, negotiation, and post-close integration.
• Prepare the organization for a future liquidity event (sale, recapitalization, or IPO), including transaction-ready financials, data rooms, and quality-of-earnings readiness.
• Manage relationships with investment bankers, legal counsel, auditors, and other transaction advisors.
• Evaluate strategic alternatives and present clear recommendations to the CEO and Board.
• Develop and execute the capital strategy, leading equity and debt raises to fund growth and acquisitions.
• Serve as the primary point of contact for current and prospective investors, private equity and venture partners, and lenders.
• Own board and investor reporting, including board decks, quarterly updates, and the equity story.
• Build and maintain the financial model and investor narrative that supports valuation.
• Design and implement a SaaS KPI framework covering metrics such as ARR, net and gross revenue retention, CAC and payback, LTV, burn multiple, Rule of 40, and gross margin.
• Build dashboards and operating cadences that tie KPIs to accountability across sales, marketing, product, and customer success.
• Lead annual planning, budgeting, forecasting, and scenario analysis.
• Provide insight into unit economics and pricing to drive efficient, profitable growth.
• Own all finance and accounting functions: controllership, FP&A, treasury, tax, billing, and revenue recognition (ASC 606).
• Ensure accurate, timely monthly close and GAAP-compliant financial statements; lead the annual audit.
• Build scalable systems, processes, and internal controls suited to a company preparing for a transaction.
• Oversee cash management, risk management, insurance, and compliance.
• Recruit, develop, and lead a high-performing finance team that can scale with the business.
• Act as a trusted advisor to the CEO and a key member of the executive leadership team.
• Partner with the executive team on strategic priorities, pricing, and resource allocation.

Qualifications

• 15+ years of progressive finance leadership, including 5+ years as a CFO or senior finance executive (VP Finance or equivalent) in a high-growth SaaS or technology company.
• Proven track record leading successful M&A transactions end to end, from both the buy side and sell side, including diligence, valuation, and integration.
• Demonstrated success raising capital (growth equity, venture, private equity, and/or debt) and managing investor and board relationships.
• Experience guiding a company through, or preparing it for, a liquidity event such as a sale, recapitalization, or IPO.
• Deep command of SaaS metrics and financial performance management, with a history of building KPI frameworks that drive decisions.
• Strong technical accounting knowledge, including GAAP and ASC 606 revenue recognition.
• Background in investment banking, private equity, or corporate development before moving into operating roles.
• Experience scaling a company through rapid growth (for example, $20M to $100M+ ARR).
• Experience with public-company readiness, SOX controls, and SEC reporting.
• Familiarity with modern finance systems (NetSuite, Salesforce, planning tools such as Adaptive or Pigment).