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Vice President/Head of Finance at Source
M13
- Full-time
- Remote
- $150k - $200k / year
- 1w ago
Financial Leadership & Strategy
- Own the full finance function, including FP&A, accounting, reporting, and cash flow management across a multi-workstream business (project purchases, fee revenue)
- Serve as a strategic thought partner to the CEO on capital allocation, revenue model evolution, and the financial implications of Source's staged AI transformation
- Build and maintain the financial architecture that supports Source's transition from a managed services business to a hybrid platform model
- Lead annual budgeting, quarterly forecasting, and rolling financial planning processes
- Own all project accounting operations across Source's active procurement portfolio, including cost-to-complete tracking, draw schedules, client billing, and detailed analysis at the project level
- Maintain clean financial separation across concurrent projects, ensuring revenue recognition and cost allocation meet GAAP standards in a project-based construction context
- Enforce internal controls specific to procurement-in-trust workflows, where Source manages significant client capital on behalf of owners
- Lead financial due diligence on acquisition targets, including quality of earnings analysis, revenue concentration assessment, integration cost modeling, and earnout structure design
- Build valuation models and deal scenario analyses for prospective targets across Source's priority M&A strategies (client list expansion, geographic expansion, talent acquisition)
- Support integration planning post-close, including entity consolidation, intercompany accounting, and performance tracking against earnout milestones
- Partner with legal counsel, internal stakeholders, and external teams to advise on deal structure, asset vs. entity transactions, and risk mitigation
- Design the reporting and integration framework as Source leverages M&A and advise on multi-entity structures and timing of consolidation
- Ensure financial visibility at both the entity and consolidated level, supporting portfolio-level decision-making by the executive team and board
- Manage relationships with banking partners, external auditors, and needed fractional/advisory resources
- Assess, hire, and develop the internal finance team as the business scales
- Own the selection and implementation of financial systems that support Source's ERP-agnostic platform strategy and growing operational complexity
Must-Haves
- 10 years of progressive finance experience, with at least 3-5 years in a senior finance leadership role
- Direct, hands-on experience with project-based construction accounting - including draw management, fraud oversight, project segmentation, and revenue recognition in a construction or procurement context; this is non-negotiable
- Experience in M&A - either at a company that executed acquisitions or in a transaction advisory/investment banking/corporate development capacity; must be able to own diligence and earnout modeling independently
- Background in a venture-backed startup or high-growth technology company, with fluency in tracking key metrics, cohort economics, and investor-grade reporting
- Experience building or operating within a multi-entity or multi-business-unit structure where financials roll up to a consolidated parent
- AI-native by default - you don't bolt AI onto existing processes; you design with it from the start. You have hands-on experience identifying automation opportunities, mapping workflows for AI intervention, and building or specifying systems that reduce human labor in repetitive, high-volume finance and operational processes.
- Exposure to hybrid business models - particularly companies with both a services/managed business and a software or platform revenue line
- Comfort operating as a "builder" - this is not a role for someone who inherits a mature function; Source's finance infrastructure is still being developed
- Experience in commercial real estate, construction technology, procurement, or hospitality-adjacent businesses
- Familiarity with earnout-based deal structures, integration accounting, and post-close financial performance tracking
- Prior experience with external capital raises or board-level financial reporting Who You Are
- Operationally fluent - you understand how the money actually moves through the business, not just how it appears on the P&L
- You think in systems and are constantly looking for areas to improve: inputs, handoffs, failure modes, and feedback loops - and you know how to translate that thinking into actionable infrastructure, whether you're working with an engineering team, or an external vendor
- A strong communicator who can translate complex financial structures for non-finance executives and board members
- Highly autonomous and comfortable in ambiguity - Source is a fast-moving company and this role will require you to build while the plane is flying
- Collaborative and low-ego - you'll work closely with the CEO and the broader exec team and need to be a trusted partner, not a gatekeeper
- High-leverage finance leadership role at the inflection point between services and platform business
- Direct line to the CEO and board; genuine seat at the strategic table
- M&A activity is live and accelerating - you won't be building models for theoretical deals
- The financial architecture of this company is still being shaped; you'll leave fingerprints on it permanently
Ready to build something amazing? Apply now to help us shape the future of commercial construction.
We can't wait to meet you!
M13
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