Chief Financial Officer

This role requires daily, in-person collaboration with the CEO and executive team in our Carlsbad, CA office.

If you are not currently able to commute to Carlsbad on a daily basis, please do not apply.

Remote, hybrid, or future relocation arrangements will not be considered.

REQUIRED EXPERIENCE (NON-NEGOTIABLE)

• CFO-level experience at a SaaS company is REQUIRED

• Must have served in a CFO role at a SaaS company for a minimum of 2–3 years between 2020 and present

• Experience must include ownership of financial strategy, FP&A, cash flow, audits, and banking relationships within a SaaS business

• Candidates without recent SaaS CFO experience will not be considered

What Success Looks Like in This Role (Read Carefully)

This role is not for a first-time CFO, a “fractional” CFO, or an operational finance leader who has not personally carried full P&L and balance-sheet accountability.

We are seeking a hands-on SaaS CFO who has personally led a company through meaningful scale, not observed it from the sidelines.

You Are a Strong Fit If You Can Clearly Demonstrate:

• Direct CFO ownership of a SaaS business generating $25–35M in revenue, and

• Personally helped scale that business to $50–75M (or higher)

• Experience doing this between 2020 and today, operating in a modern SaaS environment

• Operating as the true financial leader under PE or investor pressure, including:

– Board-level reporting and credibility

– Cash runway management and scenario planning

– Pricing, unit economics, and margin discipline

• Building and leading a real finance & accounting organization, including:

– Scaling the team from roughly 10 → 20 people

– Implementing or upgrading financial systems (ERP, FP&A tooling, reporting stack)

– Using offshoring or shared services where appropriate

• Meaningful M&A experience, including:

– Financial diligence

– Deal modeling and structuring

– Post-acquisition integration and add-on execution

• Acting as the “adult in the room” on:

– Cash flow and capital allocation

– Unit economics and pricing strategy

– Balancing financial rigor with aggressive growth targets

What This Role Is NOT

To avoid confusion, this role is not a fit for candidates whose background is primarily:

• Fractional, interim, or advisory CFO work

• Pre-revenue or early-stage startups only

• Non-SaaS industries

• Purely operational or controllership-focused finance roles

• VP Finance or Director-level roles without full CFO accountability

If you have not personally owned these outcomes as the actual CFO, this role will not be a fit.

Role Mandate

The CFO will own the company’s financial strategy as it scales from $30M in 2025 toward $75M over the next 4–5 years, partnering closely with the CEO and executive team to drive disciplined, profitable growth.

Responsibilities include, but are not limited to:

• Financial strategy and long-range planning

• FP&A, forecasting, and board-level reporting

• Cash flow, working capital, and banking relationships

• Audits, compliance, and financial controls

• M&A evaluation, execution, and integration

This role requires strong judgment, direct accountability, and comfort operating under pressure.

REQUIRED EXPERIENCE (Non-Negotiable)

• CFO experience at a SaaS company is REQUIRED

• 2–3 years as CFO at a SaaS company between 2020 and today

• Demonstrated experience scaling revenue from ~$30M to $50–75M

• Deep financial leadership — not just operational finance