Vice President Finance

Vice President of Finance

Location: Richardson, TX (Hybrid)

Reports to: CEO

Executive Leadership Team Member

The Opportunity

We are building a next-generation cloud management and modernization platform that helps enterprises assess complex multi-cloud environments, migrate workloads efficiently, modernize critical applications, and optimize cloud operations through automation, machine learning, and real-time operational insights.

As we enter the next stage of growth, we are seeking a Vice President of Finance to build and scale a world-class finance organization capable of supporting a high-growth technology company.

Why This Role Is Different

This is a true build-the-function opportunity where finance serves as a strategic partner to the business. Reporting directly to the CEO and serving as a member of the executive leadership team, you will have visibility with the Board and play a key role in shaping company strategy.

You will establish the financial infrastructure, systems, processes, and team required to support rapid growth while serving as a trusted advisor on pricing, partnerships, fundraising, M&A, and long-term business planning.

What You Will Own

1. FP&A and Business Insight

• Build and lead the FP&A function, including budgeting, forecasting, scenario planning, and operational reporting.
• Own key SaaS performance metrics including ARR, NRR, GRR, CAC, payback period, retention, and unit economics.
• Develop financial models and segmentation analyses that guide investment decisions and resource allocation.
• Partner with Sales, Marketing, Product, and Engineering leaders to drive informed business decisions.

2. Accounting, Controls, and Compliance

• Build scalable accounting operations including monthly close processes, internal controls, audit readiness, and revenue recognition (ASC 606).
• Manage the complete order-to-cash cycle, including billing, collections, cash application, and forecasting.
• Develop reporting frameworks for leadership, Board members, investors, and future audit requirements.

3. Treasury, Cash, and Capital Management

• Lead cash management, liquidity planning, and runway forecasting.
• Support fundraising activities including investor presentations, due diligence, financial modeling, and term sheet evaluation.
• Manage banking relationships and credit facilities.

4. Financial Systems and AI-Enabled Finance

• Design and implement a scalable financial technology stack, including ERP, FP&A, billing, expense management, and equity management systems.
• Develop AI-enhanced finance workflows for forecasting, close acceleration, anomaly detection, spend analysis, contract review, and operational reporting.
• Establish governance policies around AI usage, validation, and human oversight.
• Evaluate emerging technologies and best practices to continuously improve finance operations.

5. Strategic Partnership and Executive Leadership

• Serve as a strategic advisor to the CEO and executive leadership team.
• Lead financial analysis related to pricing strategy, partnerships, acquisitions, and major investments.
• Present financial results and strategic recommendations to the Board.
• Translate business objectives into actionable financial plans and models.

6. Team Development and Culture

• Build and lead a high-performing finance and accounting organization.
• Create career development frameworks, hiring processes, and performance standards.
• Foster an inclusive and collaborative team culture.
• Champion accountability, continuous improvement, and operational excellence.

Who You Are

• Motivated by solving complex business challenges in fast-paced environments.
• A builder who enjoys creating scalable systems, processes, and teams from the ground up.
• Equally comfortable with strategic planning and operational execution.
• Highly collaborative and service-oriented with internal stakeholders.
• Growth-minded, adaptable, and energized by organizational scale.
• Strong communicator capable of engaging executives, Board members, investors, and team members.
• Demonstrates integrity, ownership, and sound judgment.

Qualifications

Required

• Experience building or significantly scaling a finance function within a B2B SaaS or enterprise software company.
• Strong expertise in both accounting and FP&A.
• Proven success leading and developing finance teams.
• Experience implementing and managing scalable financial systems (ERP, FP&A, billing, and equity management platforms).
• Deep understanding of SaaS metrics including ARR, NRR, GRR, CAC, retention, and unit economics.
• Strong strategic and analytical capabilities with the ability to influence executive decision-making.
• Excellent communication and stakeholder management skills.
• Entrepreneurial mindset with comfort operating in high-growth, evolving environments.

Preferred

• CPA and/or MBA.
• Experience supporting fundraising initiatives, venture financing, or M&A transactions.
• Experience preparing organizations for audits and increased financial controls maturity.
• Familiarity with AI-enabled finance tools and modern finance technology ecosystems.