Chief Financial Officer

About Buildout

Position Summary

Key Responsibilities

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  Strategic Financial Leadership:
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  Develop and execute a robust financial strategy that supports our business objectives and aligns with our private equity-backed structure.
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  Provide strategic financial guidance to the executive team, offering insights on financial performance, risks, and opportunities, particularly in the context of recent acquisitions and ongoing integration efforts.
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  Lead the financial planning, budgeting, forecasting, and modeling processes to support effective decision-making and resource allocation during this period of transformation.
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  Financial Operations and Optimization:
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  Oversee all financial operations, including accounting, treasury, tax, and audit, ensuring the establishment and maintenance of best-in-class processes and controls.
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  Lead the final stages of our Sage ERP implementation, driving the successful migration of multiple entities under one unified platform and ensuring the system is fully optimized for our needs.
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  Optimize the company’s capital structure, managing debt, equity, and working capital to support business objectives while navigating the complexities of recent organizational changes.
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  Develop and implement scalable processes and systems that enhance operational efficiency and drive excellence across the organization.
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  Risk Management and Compliance:
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  Identify, assess, and mitigate financial risks while ensuring compliance with all regulatory requirements, safeguarding the company's assets, and maintaining the highest levels of financial integrity and transparency.
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  Lead due diligence and integration efforts related to M&A activities, ensuring smooth transitions and the creation of value across the combined entities.
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  Investor and Lender Relations:
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  Manage relationships with investors, lenders, and financial institutions, ensuring clear and consistent communication.
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  Assist the CEO in preparing board decks, managing expectations, and ensuring alignment with investor priorities.
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  Leadership and Team Development:
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  Attract, lead, and mentor a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement.
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  Provide strategic guidance and support to other departments, ensuring that financial insights and priorities are effectively integrated across the business.
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  Serve as a key advisor to the CEO and Board of Directors, providing clear, compelling, and data-driven financial insights and recommendations.
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  Oversight of People Operations and IT:
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  Oversee the People Operations and IT teams, providing strategic support and direction to ensure their strategies align with company goals while allowing autonomy to drive innovation and efficiency.
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  Ensure that financial strategies are effectively integrated with workforce planning, compensation strategies, and technology initiatives to support overall organizational success.

Qualifications

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  You have the track record, with examples of how you drove financial success through strategic planning, analysis, and decision-making in a PE-backed environment, particularly during periods of significant organizational change.
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  You can lay the roadmap, with exceptional strategic planning and problem-solving skills, and the ability to drive operational initiatives that align with long-term business goals.
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  You’re a human crystal ball, with the ability to amass a financial picture and forecast with incredible accuracy and specificity. 
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  You’re a systems junkie, with extensive experience in managing and optimizing a financial tech stack, including tools such as Sage, QuickBooks, Stripe, Braintree, and Avalara, and a proven ability to ensure seamless integration and operational efficiency.
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  You aren’t afraid to play hardball, with the ability to ruthlessly prioritize, defend your decisions, and maintain maniacal focus on your teams.
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  You swim outside your lane (nicely), with the ability to work collaboratively on an executive team to think across functions and initiatives to pressure test ideas and drive decisions.
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  You’ve always got your eye on the prize, with a results-oriented mindset and a focus on delivering measurable business outcomes.
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  You’re simultaneously at 30,000 feet and in the weeds, with a talent for thinking big picture, while also knowing the tactical details of execution in your function.
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  You present like a seasoned pro, through storytelling, data-insights, and more that can create confidence in those in the audience (including our board of directors) in your expertise and ideas. 
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  You likely also have:
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  Proven experience (10+ years) in a senior finance or operational leadership role, such as CFO or VP of Finance, within a dynamic and evolving business environment.
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  Bachelor’s degree in Finance, Accounting, Business Administration, or related field; an MBA or CPA is preferred.
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  Strong financial acumen with a deep understanding of financial principles, accounting standards, and regulatory requirements.
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  Experience with private equity transactions - M&A, funding strategies, deal rooms, exit transactions, and more.
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  Deep understanding of SaaS revenue models and associated success metrics.

Perks & Benefits 

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  Impactful insurance and benefit options, including 100% coverage of employee dental and vision insurance premiums, and company-paid STD, LTD, life insurance, and telemedicine
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  Policies that support a healthy work/life harmony, including Flexible PTO, 14 paid company holidays, paid parental leave, and give back days
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  401(k) with 4% company match and immediate vesting
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  A remote-first work culture with a monthly remote work reimbursement to support our distributed team
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  Challenging problems to solve with a committed and supportive team who are invested in your growth and development
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  A wonderfully quirky culture where you’re encouraged to bring your whole self to work