VP of Finance

About the ClientOur client is a growth-stage SaaS company serving a large professional end market with a product that has gained meaningful traction and strong customer adoption. The business has built a healthy recurring revenue base, established clear product-market fit, and created a platform that delivers measurable value to its customers.The company is now entering a stage where scale matters just as much as growth. Leadership is focused on expanding revenue thoughtfully, improving operating leverage, and making smarter investment decisions across go-to-market, product, and broader company operations. The opportunity is not about building finance from scratch or untangling a broken model. It is about helping an already solid business become more rigorous, more predictable, and more effective as it grows.Finance is expected to play a central role in that next chapter. The company is looking for a leader who can connect operating performance to financial outcomes and help management make faster, better-informed decisions around growth, efficiency, and resource allocation.About the RoleOur client is seeking a Vice President of Finance to lead financial planning, forecasting, performance analysis, and management reporting for the business. This is a highly visible role for a finance leader who can move comfortably between executive-level strategy and hands-on analytical work.The VP of Finance will serve as a key partner to the CEO and senior leadership team, helping translate business activity into a clear financial view of what is happening, what is changing, and where the company should lean in or adjust course. This person will be expected to bring structure to planning, sharpen forecast accuracy, and improve how financial insights inform day-to-day and longer-term decisions.The role will work closely with leaders across go-to-market, product, and operations. A core part of the mandate is making sure that customer acquisition trends, retention performance, pricing decisions, and product investments are reflected clearly in the company’s financial model and planning process. The right person will be proactive, commercially minded, and comfortable challenging assumptions in service of better outcomes.ResponsibilitiesFinancial Planning & ForecastingOwn the company’s budgeting, forecasting, and long-range planning processesLead the annual operating plan and ongoing reforecast cycles, ensuring the company’s financial outlook remains aligned with current business performanceBuild and maintain driver-based financial models that connect bookings, revenue, retention, pricing, customer acquisition, and operating spendDevelop scenario analyses around growth investments, headcount planning, pricing changes, and margin improvement opportunitiesImprove the quality, transparency, and consistency of forecasting assumptions across the businessHelp leadership understand the tradeoffs between growth, efficiency, and profitabilityBusiness PartnershipPartner with go-to-market leaders on pipeline trends, sales efficiency, customer acquisition economics, and investment decisionsWork closely with product leadership to evaluate the financial implications of roadmap choices, customer behavior changes, and retention initiativesSupport department heads in planning budgets, evaluating spend, and measuring return on investmentBring financial rigor to key decisions around hiring, strategic initiatives, and operating prioritiesAct as a thought partner to leadership by turning complex operating data into clear recommendationsReporting & Performance AnalysisOwn monthly and quarterly management reporting, including variance analysis, KPI trends, and executive commentaryDevelop dashboards and reporting frameworks that improve visibility into ARR, revenue quality, margin performance, burn efficiency, and cash flowLead regular business reviews that focus on what is driving results, where performance is deviating from plan, and what actions are neededPartner with accounting to ensure reporting is timely, accurate, and aligned with management’s view of the businessElevate the quality of decision support materials used by the executive team and boardProcess, Discipline & Finance InfrastructureImprove planning processes, reporting cadence, and the overall operating rhythm of the companyStrengthen trust in the numbers by enhancing consistency, clarity, and accountability across financial reportingIdentify opportunities to improve efficiency and redirect investment toward the highest-impact areasBuild scalable finance processes that can support continued company growth without creating unnecessary complexityHelp establish a stronger culture of performance management across the organizationWhat Success Looks LikeSuccess in this role will come from helping the company operate with more visibility, more discipline, and more confidence. The right person will make finance a practical tool for decision-making, not just a reporting function.A successful VP of Finance will:Build a forecasting process that leadership trusts and uses activelyImprove visibility into the key drivers of growth, retention, and margin performanceHelp the business make better investment decisions across sales, marketing, product, and operationsCreate a more effective operating cadence around planning, reporting, and performance reviewsProvide a clearer view of where growth is most efficient and where resources should be reallocatedBecome a highly valued partner to leadership on both strategic and day-to-day decisionsRequirementsSignificant finance leadership experience in SaaS, recurring revenue, subscription, or other high-growth technology environmentsDeep experience in FP&A, financial modeling, forecasting, and operating analysisStrong understanding of recurring revenue metrics, including ARR, NRR, gross retention, CAC, payback, and unit economicsExperience partnering closely with go-to-market teams on growth investments, productivity, and performance measurementAbility to build driver-based models that connect commercial activity to revenue, margin, and cash outcomesStrong business judgment and the ability to balance analytical rigor with speed and practicalityExecutive presence and strong communication skills, with the ability to synthesize complexity into actionable insightsComfort operating in a dynamic environment where finance is expected to be deeply engaged with the businessHigh level of accountability, curiosity, and intellectual honestyIdeal ProfileThe strongest candidates for this role are not purely historical reporters. They are finance leaders who enjoy being embedded in the business and helping teams make better decisions in real time.They tend to ask questions like:What is actually driving growth, and how durable is it?Where are we seeing efficient customer acquisition versus expensive volume?Are retention gains meaningful enough to change the long-term economics of the business?Which investments are creating real leverage, and which are simply adding cost?How should the company adjust if current trends continue over the next two to three quarters?Where do we need more rigor before making the next major investment decision?This role is well suited for someone who likes operating in a company where there is enough scale to matter, but still ample room to improve the quality of financial insight, planning, and execution.Benefits & Why JoinThis is an opportunity to step into a meaningful finance leadership role at a company with strong fundamentals, real market traction, and a clear runway for continued growth.You will have the chance to:Lead the financial planning and performance management framework for a growth-stage SaaS businessPartner directly with senior leadership on the decisions that matter most to growth and efficiencyInfluence how the company invests across go-to-market, product, and operationsImprove visibility into performance and help shape a more disciplined, scalable operating modelJoin a business with momentum, a strong product foundation, and the opportunity to make an immediate impact