Finance Leader

ComplianceQuest; United States; On-site; USD 140,000 - 210,000; Full time

Job summary

ComplianceQuest is seeking an Emerging Finance Leader to partner with executives and scale the finance function in a fast-growing, PE-backed SaaS environment.

You'll drive budgeting, forecasting, and long-range planning while building models and dashboards to guide strategic decisions and resource allocation. A strong candidate will blend technical finance skills with leadership潜力 to influence cross-functional teams and prepare for future finance leadership roles.

Qualifications

• 3-6 years of progressive experience in accounting, FP&A, or corporate finance.
• CPA preferred; CFA, MBA or other relevant certifications are valued.
• SaaS metrics and ASC 606 exposure is a plus.

Responsibilities

• Support annual budgeting, forecasting, and long-range planning processes.
• Analyze business performance and identify opportunities for growth, profitability, and efficiency.
• Build financial models and operational dashboards to support decision-making.
• Monitor key SaaS performance indicators and communicate insights to leadership.
• Partner with Sales, Customer Success, Product, Operations, People, and Executive teams.
• Assist with board and investor reporting activities and value creation initiatives.

Skills

Financial modeling

FP&A

Corporate finance

Accounting

Strategic thinking

Communication

Leadership

Education

CPA preferred

CFA/MBA valued

Tools

ERP systems

Planning tools

BI tools

Job description

Private Equity-Backed SaaS Company | High Growth | Remote/Hybrid

Why This Role is Different

You won't be confined to spreadsheets and month-end close.

You'll work directly with executive leadership, influence business decisions, contribute to growth initiatives, and develop the skills required to become a future VP Finance or CFO.

This role is ideal for someone who wants to build both deep financial expertise and broad business leadership capability.

What You'll Do

As an Emerging Finance Leader, you'll serve as a key business partner while helping support and scale the finance function.

• Support annual budgeting, forecasting, and long-range planning processes
• Analyze business performance and identify opportunities for growth, profitability, and efficiency
• Build financial models and operational dashboards to support decision-making
• Monitor key SaaS performance indicators and communicate insights to leadership

Business Partnership & Strategic Finance

• Partner with Sales, Customer Success, Product, Operations, People, and Executive teams
• Translate complex financial data into actionable business recommendations
• Support strategic initiatives, operational improvements, and growth programs
• Help evaluate investments, resource allocation decisions, and business priorities

Private Equity & Value Creation Exposure

• Assist with board and investor reporting activities
• Support value creation initiatives and performance improvement programs
• Contribute to acquisition analysis, integration efforts, and special projects as opportunities arise
• Gain exposure to the metrics and strategies that drive enterprise value

Financial Operations & Process Improvement

• Help improve finance processes, controls, reporting, and automation
• Support financial reporting and management reporting activities
• Leverage technology and analytics to create scalable solutions
• Participate in cross-functional projects that improve business performance

What Success Looks Like

Within your first few years, you'll become:

• A trusted advisor to business leaders
• A strong cross-functional business partner
• A key contributor to strategic decision-making
• A future finance leader capable of leading teams and influencing company direction
• A successor candidate for increasingly senior finance leadership roles

What We're Looking For

Experience

• 3-6 years of progressive experience in:
• Accounting
• FP&A
• Corporate Finance
• Transaction Advisory
• Consulting
• Corporate Development
• Related finance disciplines
• Proven track record of taking on responsibilities beyond your title
• Experience supporting budgeting, forecasting, reporting, or business analysis activities
• CPA preferred; CFA, MBA, or other relevant certifications are also valued

SaaS & Technology Understanding

You do not need to know everything, but you should have exposure to or interest in:

• SaaS and recurring revenue business models
• ASC 606 revenue recognition
• ARR, MRR, NRR, retention, and unit economics
• Subscription-based business metrics
• Performance reporting and business analytics

Leadership Potential

You are someone who:

• Demonstrates maturity and sound judgment beyond your years of experience
• Communicates effectively with both executives and operational teams
• Takes ownership and follows through
• Thrives in ambiguity and fast-paced environments
• Learns quickly and seeks continuous growth
• Consistently identifies opportunities for improvement
• Wants to build a long-term career in finance leadership

Technical Skills

• Advanced Excel and financial modeling capabilities
• Strong analytical and problem-solving skills
• Experience with ERP, planning, reporting, or business intelligence tools
• Ability to analyze large data sets and communicate meaningful insights
• Interest in automation, systems, and finance technology

Ideal Backgrounds

We'd love to hear from candidates who have experience in areas such as:

• Transaction Advisory Services (TAS)
• FP&A
• Accounting Manager
• Corporate Finance
• Corporate Development
• M&A Analysis
• Strategy or Management Consulting
• High-growth SaaS or technology companies

Who You Are

You're the person who is often selected for the toughest projects. You want a seat at the table, not just a role supporting it.

You combine strong financial fundamentals with curiosity, business acumen, and leadership potential. You are eager to learn how companies scale, create value, and make strategic decisions. Most importantly, you aspire to become a finance executive and are looking for the opportunity that will help get you there.

If you're ready to accelerate your career and grow alongside a high-growth private equity-backed SaaS business, we'd love to meet you.