ABOUT CFO’S DOMAIN (A Solomon Edwards Company):
CFO’s Domain, a Solomon Edwards Company, is a national accounting & finance consulting and recruiting organization serving CFOs and their stakeholders. Our search practice recruits and works with the most relevantly skilled and pedigreed professionals looking to excel in their careers.
OVERVIEW:
Our client is a growth-stage SaaS company that has established meaningful commercial traction and is continuing to scale its organization and operating infrastructure. They are seeking a Chief Financial Officer to serve as the senior finance executive and strategic partner to the CEO, founders, executive leadership team, Board, and investors. This is not a traditional controllership or FP&A leadership role. The CFO will bring an investor-oriented perspective to the business, helping define the company’s value-creation agenda, determine where capital should be deployed, evaluate strategic opportunities, and position the organization for future financing or transaction outcomes.
The ideal candidate combines senior finance leadership with meaningful investment, transaction, or capital-markets experience and a strong understanding of high-growth B2B software businesses.
RESPONSIBILITY:
- Partner directly with the CEO, founders, and Board to define and execute the company’s financial and strategic priorities.
- Develop the company’s value-creation roadmap, identifying the financial, operational, and commercial drivers most likely to increase long-term enterprise value.
- Evaluate the business through an investor and potential buyer lens and help position the company for future financing, strategic transactions, or other liquidity events.
- Own capital strategy, including financing alternatives, liquidity planning, investment priorities, and capital allocation.
- Lead Board and investor communications, including performance reporting, strategic analysis, financial narrative, and supporting materials.
- Maintain transaction and diligence readiness across financial reporting, revenue recognition, controls, corporate records, and other key finance areas.
- Lead M&A and corporate development activities, including opportunity evaluation, diligence, financial analysis, negotiation support, transaction execution, and integration.
- Provide an independent financial perspective on pricing, headcount, product investment, go-to-market strategy, sales compensation, and resource allocation.
- Partner with commercial leadership on growth economics, pricing, customer economics, sales productivity, and revenue optimization.
- Monitor key SaaS and recurring-revenue metrics and translate financial and operating data into actionable recommendations for executive leadership.
- Determine how the Finance organization should scale, including the appropriate mix of internal resources, outsourced providers, systems, automation, and specialized support.
- Oversee treasury, cash management, liquidity, and capital preservation while maintaining appropriate financial discipline and controls.
REQUIREMENTS:
- 10 to 12+ years of progressive experience across private equity, growth equity, investment banking, M&A, strategic finance, and/or senior finance leadership.
- Meaningful experience within high-growth B2B software, SaaS, vertical software, or another recurring-revenue technology company required.
- Strong investor/buyer perspective, with demonstrated ability to evaluate businesses through the lens of valuation, return potential, and strategic outcomes.
- Experience participating in a successful acquisition, sale, financing, recapitalization, or other significant strategic transaction strongly preferred.
- Direct experience with Board relations, investor communications, fundraising, and/or sale processes.
- Hands‑on M&A or corporate development experience, including diligence, financial evaluation, transaction execution, and integration.
- Strong understanding of SaaS economics, including recurring revenue, retention, churn, gross margin, customer acquisition economics, and cash efficiency.
- Demonstrated ability to influence decisions beyond Finance, particularly around pricing, headcount, product investment, GTM strategy, and sales compensation.
- Experience developing and executing value‑creation and capital‑allocation strategies within a growth‑stage organization.
- Strong understanding of financial reporting, revenue recognition, controls, audit readiness, and transaction diligence.
- Experience working directly with founders, Boards, institutional investors, strategic investors, and external advisors.
- Executive‑level communication skills with the ability to develop and communicate a compelling financial and strategic narrative.
- Builder mentality with the ability to operate effectively in a fast‑moving, ambiguous growth environment.
- Experience applying modern finance technology, automation, analytics, or AI‑enabled workflows preferred.
- MBA, CFA, CPA, or comparable credential preferred but not required where compensated by relevant experience.
- Comfortable working in a hybrid executive environment with regular in‑person collaboration.