VP, Strategic Finance

Advisor360°; Needham (MA); On-site; USD 170,000 - 210,000; Full time

Job summary

A leading SaaS company, Advisor360°, is seeking a VP of Strategic Finance to drive financial strategies and oversee operations. In a pivotal role, you will collaborate closely with an executive team, guiding financial planning and operations during a significant growth phase. This opportunity offers competitive compensation and benefits, including unlimited paid time off, health insurance, and a focus on employee development.

Benefits

Unlimited paid time off

Comprehensive health benefits

Annual performance-based bonuses

Equity sharing opportunities

Qualifications

• 15-20 years in finance/accounting, with 5 years in a lead role.
• Experience in SaaS financial environments.
• Ability to present clear financial insights.

Responsibilities

• Develop financial strategy and oversee budgeting and forecasting.
• Lead M&A financial due diligence and integration.
• Build and mentor high-performing finance team.

Skills

Financial leadership

Financial analysis

Risk management

Interpersonal skills

Innovation

Education

MBA or relevant advanced degree

Job description

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Global Head of Talent @ Advisor360° | MBA | Advisor | Speaker on Building Teams & Authentic Leadership

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create-internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.

Join us, and be part of a company that's not only moving fast-but making it count.

Job Brief

At Advisor360, we are at a crucial juncture in our journey, and the VP of Finance role stands at the heart of it all. This is not just a position-it’s a profound opportunity to shape the financial trajectory of a dynamic, fast-growing SaaS company. As the Head of Finance, reporting directly to the COO, you will be tasked with steering the financial future of a company poised for incredible growth. The stakes are high, and the impact is immense.

This role demands more than just expertise; it calls for passion, vision, and the tenacity to drive financial discipline while fueling the company’s ambitious goals. You’ll be working side by side with an executive team that shares your dedication to excellence, leading financial strategies in an environment where innovation is constant, and the pace is fast.

If you are a self-starter who thrives in complexity, who sees opportunity where others see challenge, and who understands that your decisions will reverberate through the future of this company, then this is your moment. This is your chance to not just lead, but to transform, to be a key figure in a company's success story.

Here’s What You’ll Do:

• Work closely with the executive team and develop the company’s financial strategy, including long-range planning, scenario analysis, and capital allocation.
• Build an insightful and relevant financial operation, including ability to provide revenue growth optimization analysis, cash flow management, and cost optimization insights.
• Lead the company’s budgeting and forecasting, develop, and monitor company KPIs and run scenario planning to prepare the company for various market conditions or operational evolutions.
• Lead merger and acquisition financial due diligence and integration of potential acquisitions to accelerate growth. Be able to support and evaluate potential partnerships, alliances, and new business models that could drive long-term value.
• Build and lead a strong finance team to handle FP&A, accounting, treasury, and compliance. Be able to set an example of best-in-class cross-functional collaboration, working closely with product, engineering, marketing, and sales to ensure financial goals are aligned with business objectives - Be able to provide mentorship and develop the finance team, providing training and growth opportunities.
• Able to balance company velocity with risk mitigation by assessing financial and operational risk, putting I place appropriate risk mitigation strategies. Ensure the company complies with financial regulations, partially in reporting and auditing standards if considering IPO-readiness.

What You Bring to the Table:

• 15-20 years of demonstrated relevant finance and accounting experience, with at least 5 years’ experience in a lead role.
• 10 years of SaaS financial experience
• Proven track record of financial leadership in fast-growing, late-stage startups, ideally within the vertical SaaS space.
• Ability to translate financial information into insights for business and firm leadership, investor relations, and others as appropriate.
• Demonstrated ability to prepare clear, accurate, well-organized written and financial reports, and to communicate verbally in an effective and concise manner with diverse audiences.
• Strong interpersonal skills and professional demeanor, including demonstrated success in developing collegial and consultative relationships with other colleagues.
• Strong track record of assessing and executing mergers, acquisitions, or strategic investments.
• Ability to work in a fast-paced environment and drive multiple projects/tasks simultaneously.
• Ability to carefully evaluate market opportunities and competitive threats within the industry vertical.
• The leader will ensure the right balance between growth and profitability.
• If an IPO is on the horizon, preparing the organization for the rigorous financial reporting, compliance, and transparency required.

Why You’ll Love Working Here:

It’s not just about work-it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

Tuition assistance

401(k)

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