SaaS CFO for Growth: M&A, IR & Strategy (Remote)

TalentSource360 LLC; Washington, Baltimore (District of Columbia, MD); Remote; USD 250,000 - 300,000; Full time

Job summary

TalentSource360 is seeking a Chief Financial Officer for an East Coast–based SaaS company preparing for a potential liquidity event. The CFO will own all finance and accounting, lead M&A activity, fundraising, and investor relations, while building a KPI framework to scale performance and readiness for a strategic transaction.

The role requires deep SaaS financial discipline, GAAP/ASC 606 expertise, and a track record of driving valuation through robust financial modeling, reporting, and

Qualifications

• 15+ years in progressive finance leadership roles.
• 5+ years as CFO or senior finance executive in a high-growth SaaS/tech company.
• Proven record leading M&A, valuation, due diligence, and post-close integration.
• Experience raising capital (growth equity, venture, PE, debt) and managing investor relations.
• Deep command of SaaS metrics and KPI frameworks that drive decisions.
• Strong GAAP and ASC 606 revenue recognition knowledge.
• Experience with public-company readiness, SOX controls, and SEC reporting.
• Familiarity with NetSuite, Salesforce, Adaptive or Pigment.

Responsibilities

• Lead the company's M&A strategy, including target identification, valuation, due diligence, deal structuring, negotiation, and post-close integration.
• Prepare the organization for a future liquidity event, including transaction-ready financials, data rooms, and quality-of-earnings readiness.
• Manage relationships with investment bankers, legal counsel, auditors, and other transaction advisors.
• Evaluate strategic alternatives and present clear recommendations to the CEO and Board.
• Develop and execute the capital strategy, leading equity and debt raises to fund growth and acquisitions.
• Serve as the primary contact for investors, private equity and lenders.
• Own board and investor reporting, including decks, quarterly updates, and the equity story.
• Build and maintain the financial model and investor narrative supporting valuation.
• Design and implement a SaaS KPI framework across ARR, NRR, CAC/payback, LTV, burn, Rule of 40, gross margin.
• Build dashboards and operating cadences tying KPIs to accountability across functions.
• Lead annual planning, budgeting, forecasting, and scenario analysis.
• Provide insight into unit economics and pricing for profitable growth.
• Own all finance and accounting functions incl. controllership, FP&A, treasury, tax, billing, ASC 606 revenue.
• Ensure timely monthly close and GAAP-compliant statements; lead the annual audit.
• Build scalable systems, processes, and internal controls for transaction readiness.
• Oversee cash management, risk, insurance, and compliance.
• Recruit, develop, and lead a high-performing finance team.
• Act as a trusted advisor to the CEO and a key member of LT.
• Partner with execs on strategic priorities, pricing, and resource allocation.

Skills

M&A leadership

Fundraising

Investor relations

KPI framework

SaaS metrics

GAAP ASC 606

SOX/SEC reporting

Financial modeling

Strategic partnerships

Cash management

Cross-functional leadership

Tools

NetSuite

Salesforce

Adaptive

Pigment

Job description

TalentSource360 is seeking a Chief Financial Officer for an East Coast–based SaaS company preparing for a potential liquidity event. The CFO will own all finance and accounting, lead M&A activity, fundraising, and investor relations, while building a KPI framework to scale performance and readiness for a strategic transaction.

The role requires deep SaaS financial discipline, GAAP/ASC 606 expertise, and a track record of driving valuation through robust financial modeling, reporting, and