IA
Associate Director leading investment risk modeling for iA Financial Group. Developing advanced models to quantify asset - liability risks and providing technical leadership.
About the role
- 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
- unlimited PTO
- a generous parental leave program
- 401k plan with company match
- tuition reimbursement
- much more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
IA
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