Chief Financial & Strategy Officer (CFSO)

Position OverviewWe are seeking a strategic and data-driven Chief Financial & Strategy Officer (CFSO) to join our executive leadership team. Reporting directly to the President, this individual will lead financial strategy, planning, analytics, and business performance initiatives while serving as a key advisor on growth, investment, and operational decisions.The ideal candidate brings a blend of financial leadership, business acumen, and analytical expertise, with experience supporting growth-oriented organizations, preferably within subscription, technology, consumer products, or recurring revenue environments.Key ResponsibilitiesPartner with executive leadership to develop and execute long-term growth strategies, financial plans, and investment priorities.Lead budgeting, forecasting, financial modeling, KPI development, and performance reporting to support informed decision-making.Drive analysis of recurring revenue, customer profitability, retention, and growth opportunities.Oversee business intelligence and analytics initiatives, leveraging data and emerging technologies to improve business performance.Evaluate strategic opportunities, including acquisitions, partnerships, and other growth initiatives.Build and develop high-performing finance and analytics teams while fostering a culture of accountability and continuous improvement.Present financial results, business insights, and strategic recommendations to executive leadership, ownership, and board-level stakeholders.QualificationsBachelor's degree in Accounting, Finance, Business, or a related field; CPA and/or MBA preferred.15+ years of progressive finance leadership experience, including executive-level responsibility.Experience within high-growth, subscription-based, SaaS, technology-enabled, or consumer products organizations.Strong background in FP&A, strategic finance, forecasting, and business performance management.Experience with business intelligence, analytics, and data-driven decision-making.Proven success supporting growth initiatives, M&A activities, and cross-functional leadership teams.Exceptional communication, presentation, and executive leadership skills