Role Overview for CFO – High-Growth SaaS Company (Pre-IPO) | Miami, FL
JRG Partners has been exclusively retained to conduct a confidential search for a transformative Chief Financial Officer (CFO) for one of the most exciting and rapidly scaling B2B SaaS companies in the nation, headquartered in the vibrant tech hub of Miami, Florida. This is a career-defining opportunity for a visionary financial leader to join a venture-backed, pre-IPO organization at a pivotal moment in its growth trajectory. Our client has achieved exceptional product-market fit, boasts a roster of Fortune 500 clients, and is backed by top-tier venture capital firms. They are now poised for exponential growth and are preparing for a successful public offering within the next 18-24 months.
As the CFO, you will be a key member of the executive leadership team and a strategic partner to the Chief Executive Officer and the Board of Directors. This role transcends traditional financial oversight; you will be the financial architect of the company’s future, providing the strategic insights, operational rigor, and capital strategy necessary to navigate the complexities of hyper-growth and the public markets. You will be instrumental in shaping the company’s long-term strategy, driving operational excellence, and maximizing shareholder value. We are seeking a leader who is not only a master of financial mechanics but also a business-minded strategist who can translate complex data into actionable insights that propel the entire organization forward. This position requires a dynamic individual who thrives in a fast-paced, entrepreneurial environment and is passionate about building a world-class, enduring technology company. Your leadership will be critical in building the financial infrastructure, team, and processes required to scale from a private entity to a respected public company.
Key Responsibilities of CFO – High-Growth SaaS Company (Pre-IPO) | Miami, FL
The CFO will have a broad range of responsibilities, acting as the steward of the company’s financial health and a primary driver of its strategic direction. Your duties will be comprehensive, touching every aspect of financial management and corporate strategy.
Strategic Financial Leadership & Executive Partnership
- Serve as a strategic partner and trusted advisor to the CEO and Board of Directors on all financial and strategic matters.
- Lead the development and execution of the company’s financial strategy to support ambitious growth targets and long-term value creation.
- Drive the annual strategic planning, budgeting, and forecasting processes, ensuring alignment with corporate objectives and market opportunities.
- Provide insightful financial analysis, data-driven recommendations, and performance reporting to the executive team and board to inform critical business decisions.
- Evaluate and execute on strategic initiatives, including potential M&A opportunities, strategic partnerships, and international expansion.
Capital Raising, IPO Readiness & Investor Relations
- Spearhead all capital raising activities, including late-stage private funding rounds (e.g., Series D/E) and debt financing, to fuel continued growth.
- Lead the company’s journey to the public markets, managing the entire IPO process from selection of underwriters to S-1 filing and the final listing.
- Develop and maintain strong relationships with the investment community, including current and potential investors, investment bankers, and research analysts.
- Serve as a primary spokesperson for the company on financial matters, crafting a compelling narrative around the company’s performance, strategy, and market position.
Financial Operations, Planning & Analysis (FP&A)
- Build and lead a world-class FP&A function capable of delivering sophisticated financial modeling, scenario analysis, and actionable business intelligence.
- Oversee the preparation of timely and accurate financial reports, performance dashboards, and variance analyses for internal and external stakeholders.
- Own and continuously refine the company’s understanding of its unit economics and key SaaS metrics, including ARR, LTV:CAC, Net Revenue Retention (NRR), and Churn, providing deep insights into business drivers.
Accounting, Controls & Compliance
- Oversee all accounting operations, ensuring compliance with GAAP, timely month-end and year-end close processes, and the integrity of all financial data.
- Develop and implement robust internal controls, policies, and procedures to mitigate risk and ensure the company is prepared for public company (SOX) compliance standards.
- Manage the annual financial audit process, fostering a strong relationship with external auditors.
- Ensure compliance with all local, state, and federal tax regulations and reporting requirements.
Team Leadership & Development
- Recruit, mentor, and develop a high-performing finance and accounting organization that can scale with the company’s growth.
- Foster a culture of excellence, accountability, collaboration, and continuous improvement within the finance team and across the organization.
- Lead the scaling of financial systems and infrastructure (ERP, billing systems, etc.) to enhance efficiency, accuracy, and scalability.
Requirements for the CFO – High-Growth SaaS Company (Pre-IPO) | Miami, FL
The ideal candidate is a seasoned, strategic, and operationally-minded finance executive with a proven track record of success in high-growth technology environments. You must possess the experience and executive presence to lead a company through a successful IPO and beyond.
Experience
A minimum of 15 years of progressive financial leadership experience, with at least 5 years in a senior leadership role (CFO, VP of Finance) at a high-growth B2B SaaS or technology company.
IPO & Capital Markets Experience
Direct, hands-on experience leading a company through a successful IPO is strongly preferred. Alternatively, significant experience as the #2 finance executive in an IPO process will be considered. Proven success in raising late-stage venture capital or private equity funding is required.
SaaS Expertise
Deep, demonstrable expertise in SaaS business models, revenue recognition (ASC 606), and the key metrics that drive a SaaS business.
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA from a top-tier institution and/or a CPA designation is highly preferred.
Leadership Skills
Exceptional leadership and team-building skills with a history of attracting, developing, and retaining top talent.
Communication Skills
Outstanding communication and presentation skills, with the ability to articulate a clear and compelling financial narrative to diverse audiences, including employees, investors, and the board.
Strategic Acumen
A strategic thinker with a strong operational and analytical mindset. You must be able to roll up your sleeves and be hands-on while also steering the long-term financial vision.
Location
The ability to work from the Miami, FL headquarters on a hybrid basis is required. Relocation assistance is available for the right candidate.
Benefits & Perks Offered
Our client is committed to attracting and retaining the best talent in the industry and offers a highly competitive and comprehensive compensation and benefits package.
Transformative Equity Package
A substantial, life-changing pre-IPO stock option package that provides a significant stake in the company’s success.
Competitive Compensation
A highly competitive base salary and a generous annual performance-based bonus.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance for you and your dependents, with a significant portion of premiums covered.
Flexible Time Off
A generous paid time off (PTO) policy to support work-life balance and personal well-being.
Retirement Savings
A 401(k) retirement plan with a company matching program.
Professional Growth
A dedicated budget for professional development, including conferences, certifications, and executive coaching.
Relocation Support
A comprehensive relocation package is available for candidates moving to the Miami area.
How to Apply
This is a confidential search being conducted exclusively by JRG Partners. If you are a results-driven, strategic financial leader with the experience and ambition to guide a category-leading SaaS company through its next phase of explosive growth and a successful IPO, we encourage you to apply.
To be considered for this unique opportunity, please submit your resume and a cover letter outlining your relevant experience. For more information about our expertise in this area, please visit CFO Executive Search practice page. All inquiries and applications will be handled with the strictest confidence.
JRG Partners and our client are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
