Role Overview for VP, Corporate Finance with a Technology Company – Boston, MA
JRG Partners is proud to partner with a category-defining, publicly-traded technology company in Boston, MA, in their search for a transformative Vice President of Corporate Finance. This is a rare opportunity to join a dynamic executive team and play a pivotal role in shaping the financial strategy and future trajectory of a high-growth, innovative organization. As a key lieutenant to the Chief Financial Officer, the VP of Corporate Finance will serve as a strategic business partner to the entire leadership team, providing critical financial insights and leadership that will drive sustainable, long-term value creation.
This role is far more than a traditional finance position; it is a strategic command post at the intersection of finance, strategy, and operations. You will be the architect of the company’s financial narrative, responsible for leading all aspects of corporate financial planning and analysis (FP&A), capital markets activities, treasury, mergers and acquisitions (M&A) diligence, and investor relations support. The ideal candidate is a seasoned finance executive with a proven track record in the technology sector, possessing a unique blend of analytical rigor, strategic acumen, and inspirational leadership.
You will be challenged to think critically, act decisively, and build a world-class finance function that can scale with the company’s ambitious growth plans. This position offers a unique vantage point from which to influence every facet of the business, making a tangible impact on its success in a competitive global market.
Key Responsibilities of VP, Corporate Finance with a Technology Company – Boston, MA
The VP, Corporate Finance will have a broad and impactful scope of responsibilities, including:
Strategic Financial Planning & Analysis (FP&A)
You will own and orchestrate the entire corporate FP&A function. This includes leading the annual operating plan, developing sophisticated quarterly and monthly forecasts, and building a robust long-range strategic financial model that underpins the company’s vision. Your team will be responsible for providing the executive team and Board of Directors with incisive analysis of business performance, detailed variance investigation, and actionable insights into key trends and opportunities. You will establish and monitor critical KPIs and dashboards that serve as the financial heartbeat of the organization, enabling agile and data-driven decision-making across all departments.
Capital Markets, Treasury, and Capital Allocation
You will be the primary steward of the company’s balance sheet and capital structure. This involves managing relationships with investment banks, commercial lenders, and credit rating agencies. You will lead all capital-raising activities, including debt and equity financing, to ensure the company has the necessary resources to fund its growth initiatives. This includes developing sophisticated models and presentations for debt offerings, equity placements, and other capital market transactions. Additionally, you will oversee the treasury function, managing global cash flow, optimizing working capital, and implementing hedging strategies to mitigate financial risks such as foreign exchange and interest rate volatility. A core part of your role will be to champion disciplined modern capital allocation strategies to maximize shareholder return.
Mergers & Acquisitions (M&A)
As a key leader in the company’s inorganic growth strategy, you will spearhead the financial aspects of all M&A activities. You will lead the financial due diligence process for potential acquisitions, developing complex valuation models, synergy analyses, and financial projections. You will be a crucial partner to the Corporate Development team in structuring deals, negotiating terms, and presenting recommendations to the executive team and Board. Post-acquisition, you will play a vital role in ensuring a smooth financial integration process.
Investor Relations (IR) Partnership
In close collaboration with the CFO and the Head of Investor Relations, you will help craft and communicate the company’s financial story to the investment community. You will be responsible for preparing key materials for quarterly earnings calls, investor presentations, and non-deal roadshows. Your deep understanding of the business and its financial drivers will be essential in responding to analyst inquiries and ensuring that the company’s strategy and performance are clearly and accurately conveyed to the market.
Leadership and Team Development
You will lead, mentor, and develop a high-performing team of finance professionals. A critical aspect of your role will be to foster a culture of excellence, intellectual curiosity, accountability, and continuous improvement. You will be responsible for setting clear goals, providing regular feedback, and creating development opportunities to build a best-in-class corporate finance organization that is viewed as a true partner to the business.
Business Partnership and Decision Support
Act as a trusted financial advisor and strategic partner to senior leaders across the organization, including sales, marketing, product, and engineering. You will provide them with the financial tools and data-driven insights needed to evaluate new initiatives, optimize resource allocation, and drive operational efficiencies. Your ability to translate complex financial concepts into actionable business intelligence will be paramount.
Requirements for the VP, Corporate Finance with a Technology Company – Boston, MA
The successful candidate will be a highly motivated and experienced finance leader with a passion for technology and a desire to make a significant impact. Key qualifications include:
Educational Background
A Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field is required. An MBA from a top-tier institution and/or a CFA charter is highly preferred.
Professional Experience
A minimum of 15+ years of progressive experience in finance, with a significant portion spent in corporate finance, investment banking, or private equity. At least 7 years of experience in a senior leadership capacity, managing and developing teams.
Industry Expertise
Deep experience within the technology industry is mandatory, with a strong preference for candidates from SaaS, software, or other high-growth tech environments. Experience within a publicly-traded company is strongly desired.
Technical Acumen
Expert-level proficiency in financial modeling, valuation, and analysis. A comprehensive understanding of U.S. GAAP, SEC reporting, and corporate finance theory. Hands-on experience with ERP systems (e.g., NetSuite, SAP) and financial planning tools (e.g., Anaplan, Adaptive Insights) is essential.
Transactional Leadership
A proven, demonstrable track record of leading the financial aspects of complex transactions, including M&A and capital raising (both debt and equity). You must be able to speak in detail about deals you have personally led or played a significant role in.
Leadership & Influence
Exceptional leadership skills with the ability to inspire, motivate, and develop a talented team. Must possess executive presence and the ability to build credibility and influence at all levels of the organization, from the C-suite to individual contributors.
Communication & Presentation Skills
Impeccable written and verbal communication skills. The ability to distill complex financial information into clear, concise, and compelling narratives for both financial and non-financial audiences is critical.
Strategic Mindset
A strategic thinker with outstanding business acumen. You must be able to see the big picture, understand market dynamics, and connect them to the company’s financial strategy and day-to-day operations.
Benefits & Perks Offered
Our client is committed to investing in its people and offers a comprehensive and competitive benefits package designed to support the well-being and professional growth of its employees. This includes:
- A highly competitive base salary and annual performance-based bonus.
- A substantial equity package (RSUs/Stock Options) that provides a significant opportunity for wealth creation.
- Comprehensive health, dental, and vision insurance plans for you and your dependents.
- A robust 401(k) retirement plan with a generous company match.
- Flexible and generous paid time off (PTO) and company holidays.
- Paid parental leave to support growing families.
- A professional development stipend and support for continuing education.
- Wellness programs, including gym membership reimbursement.
- Commuter benefits and other perks designed for a modern workforce.
- An opportunity to work in a dynamic, collaborative, and mission-driven culture with brilliant colleagues.
How to Apply
JRG Partners has been exclusively retained for this critical search. We are seeking exceptional candidates who meet the stringent requirements outlined above and are ready to take on a challenging and rewarding leadership role. All inquiries and applications will be handled with the utmost confidentiality.
If you are a visionary finance leader with a passion for driving growth within the technology sector, we encourage you to apply. To be considered for this opportunity, please submit your resume and a cover letter detailing your qualifications. For more information about our expertise in this domain, please visit JRG Partners’ Finance & Accounting practice area. We look forward to connecting with you and exploring this exciting opportunity together.
