Head of Finance
vcfo
Head of Finance
Location: Wilmington, DE / Philadelphia, PA (Hybrid – 3+ days onsite strongly preferred)
Reports to: President
About:
vcfo has partnered with a leading SaaS company specializing in advanced supply chain planning solutions for global organizations. Backed by private equity, our client is in an exciting stage of transformation and growth — building the infrastructure to scale, modernize, and prepare for the next chapter of their journey.
Our client is seeking a hands-on, strategic, and growth-oriented Head of Finance to join their leadership team. This is a highly visible role with direct exposure to the board and investors, offering a clear path from Director of Finance to VP of Finance within one year for the right candidate.
Position Overview:
The Head of Finance will play a pivotal role in shaping and executing our clients financial strategy while implementing best practices across the back office. This senior-level, roll-up-your-sleeves leader will own the entire finance function — including financial planning & analysis, reporting, audit, compliance, treasury, and key performance monitoring.
As a strategic partner to senior management and the President, this leader will provide the insights and financial rigor needed to optimize business decision-making and drive scalable growth. The ideal candidate has held leadership roles in high-growth SaaS companies and successfully built systems, processes, and teams that can scale in a PE-backed environment.
Key Responsibilities:
- Strategic Financial Leadership
- Partner with senior management to drive financial strategy and planning.
- Lead forecasting, budgeting, and long-range planning aligned with company goals.
- Translate financial insights into operational actions to improve growth, efficiency, and profitability.
- FP&A | Reporting | Metrics
- Build and maintain the company’s financial model & reporting package.
- Prepare presentations for management, operating reviews, and board meetings.
- Conduct ad hoc analysis on pricing, compensation, and business performance.
- Financial Operations & Systems
- Lead and optimize month- and quarter-end close processes (target: 7-day close).
- Scale finance operations, processes, and systems to support rapid growth.
- Evaluate and implement ERP (e.g., QuickBooks ? NetSuite) and other financial systems.
- Financial Management
- Oversee covenant reporting and debt management.
- Manage cash, balance sheet, and treasury functions.
- Support financial due diligence for M&A opportunities.
- Compliance & Controls
- Ensure GAAP-compliant reporting (including ASC 606 implementation).
- Establish strong internal controls, policies, and audit readiness.
- Manage relationships with external tax, legal, and audit advisors.
- Team Building & Leadership
- Build, mentor, and lead a high-performing finance team.
- Create a culture of accountability, operational excellence, and agility.
- Partner cross-functionally with Sales, Product, and Professional Services.
Qualifications | Experience | Skills:
- Bachelor’s degree in Finance, Accounting, or Economics (MBA or CPA preferred).
- 10+ years of progressive finance experience, including 3–5+ years in SaaS or recurring revenue environments.
- Extensive experience in a PE- or VC-backed growth company
- Strong understanding of SaaS KPIs, revenue recognition (ASC 606), and subscription models.
- Proven experience leading ERP implementations (e.g., NetSuite).
- Advanced Excel and financial modeling expertise.
- Track record of reducing close timelines, leading audits, and supporting M&A due diligence.
- Demonstrated leadership, mentoring, and team-building skills.
- High integrity, results-oriented, and able to thrive in a fast-paced, high-growth environment.
Why Join our client?
- Opportunity to step into a high-impact leadership role with a clear growth path to VP Finance.
- Work directly with senior executives, the board, and investors.
- Drive the financial foundation of a high-growth, PE-backed SaaS company
- Competitive compensation and benefits.
Benefits:
- Generous and competitive base salary
- Annual performance bonus
- Equity (MIU)
- 401K employer match (up to 5%)
- Full Medical and Dental Coverage (Insurance plan) – nothing out of pocket abd HSA fund. No medical expense + additional Medical Reimbursement that is not covered by insurance plan.
- Cell and Internet reimbursement
Target Start Date: September 2025