Chief Financial Officer at InfoTrust overseeing financial strategy and driving organizational growth. Leading finance initiatives during the transition from services to product-based offerings.
Responsibilities
Lead financial strategy, planning, and analysis, ensuring alignment between financial outcomes, product strategy, go-to-market execution, and delivery economics
Partner with the CEO to build and operationalize a three-year financial model spanning services revenue, SaaS ARR, and reseller or platform-based revenue
Provide financial leadership during the services-to-product transition, including evaluating margin profiles, investment tradeoffs, scalability, and capital allocation
Oversee all GAAP accounting, tax, audit, and compliance activities, and build a scalable controller function with a highly automated day-five close
Own B2B SaaS and product economics, including ARR, NRR, churn, CAC payback, LTV, and gross margin, ensuring metrics are trusted and decision-ready
Partner closely with Revenue Operations, Sales, Marketing, and Product to optimize pricing, forecasting, incentives, and go-to-market investment
Modernize finance systems and tooling, integrating platforms such as Salesforce and financial systems while applying AI and automation to enhance insight and human judgment
Build, mentor, and lead a high-performing finance team and partner with HR on compensation and incentive frameworks aligned with long-term value creation
Requirements
Direct experience helping a services-based organization transition to a product-led or SaaS business model
Deep experience in B2B environments (this role is not intended for B2C-only backgrounds)
10+ years of senior finance leadership experience, ideally in the $20M–$100M revenue range
Strong fluency in SaaS and recurring-revenue economics, including CAC, LTV, churn, and NRR
Proven experience building or scaling finance functions, including ERP, FP&A, or automation platforms
A collaborative leadership style and the ability to serve as a trusted partner to sales, marketing, and product leaders
Benefits
health/vision/dental insurance with employer-sponsored premiums
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