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# CFO, Portfolio Company with a PE-backed SaaS Provider – New York, NY



JRG Partners is proud to announce an exclusive search for a transformational Chief Financial Officer (CFO) on behalf of our client, a high-growth, private equity-backed Software-as-a-Service (SaaS) provider based in New York, NY. This is a pivotal leadership role within a dynamic portfolio company poised for its next phase of significant expansion and value creation. The successful candidate will be a key member of the executive team, reporting directly to the Chief Executive Officer (CEO) and working closely with the Board of Directors and the private equity sponsor.
This is not just a financial stewardship role; it is a strategic partnership opportunity. We are seeking a commercially astute and operationally-minded leader who can guide the company through rapid scaling, optimize its financial infrastructure, and ultimately drive a successful exit. You will be the financial architect of the company’s future, blending strategic foresight with hands-on execution to build a best-in-class finance function that serves as a competitive advantage.
Role Overview for CFO, Portfolio Company with a PE-backed SaaS Provider – New York, NY
As the Chief Financial Officer, you will serve as the senior executive responsible for managing and directing all financial activities of the organization. You will be a true strategic partner to the CEO and the leadership team, providing critical financial insights, data-driven analysis, and strategic guidance to inform short-term and long-term business decisions. In the fast-paced environment of a PE-backed SaaS company, the CFO is central to establishing the financial discipline and operational rigor required for sustainable, profitable growth. You will be instrumental in shaping the company’s growth trajectory, from optimizing pricing strategies and managing cash flow to leading future fundraising efforts and spearheading M&A activities. Your leadership will ensure the company meets its ambitious growth targets while maintaining financial health and compliance, delivering timely and accurate reporting to the Board and private equity partners, and building a scalable foundation for the future.
Key Responsibilities of CFO, Portfolio Company with a PE-backed SaaS Provider – New York, NY
Strategic Financial Leadership
Act as a strategic business partner to the CEO and executive team. Lead the development of the company’s financial strategy, long-range financial plans, and capital allocation strategies to support aggressive growth objectives.
Financial Planning & Analysis (FP&A)
Drive the annual budgeting process, quarterly forecasting, and long-term planning. Develop, analyze, and report on the company’s performance against key financial and operational goals. Provide insightful analysis of business drivers, trends, and variances.
SaaS Metrics Mastery
Own the tracking, analysis, and reporting of all critical key SaaS metrics, including ARR, MRR, LTV, CAC, Net Revenue Retention (NRR), and Cohort Analysis. Translate these metrics into actionable insights for the entire organization.
Private Equity & Board Relations
Prepare and present comprehensive, timely, and accurate financial reports, dashboards, and presentations for the Board of Directors and private equity sponsor. Manage investor relations and ensure compliance with all reporting requirements and debt covenants.
Operational Scaling & Systems Implementation
Assess and upgrade financial systems, processes, and controls to support the company’s growth. Lead the implementation of new tools (ERP, billing systems) to drive efficiency, accuracy, and scalability across the finance and accounting functions.
Accounting, Control, and Compliance
Oversee all accounting operations, including G/L, A/R, A/P, payroll, and revenue recognition under ASC 606. Ensure the integrity of financial data and reporting through robust internal controls. Manage the annual audit process and ensure compliance with all local, state, and federal regulations.
Treasury and Cash Management
Manage the company’s liquidity and capital resources. Develop and execute a robust cash flow forecasting process and working capital management strategy.
M&A and Corporate Development
Play a leading role in evaluating and executing potential M&A opportunities, including financial due diligence, modeling, and post-acquisition integration. Lead capital raising activities and prepare the company for a future strategic exit (e.g., sale or IPO).
Team Leadership & Development
Build, lead, and mentor a high-performance finance and accounting team. Foster a culture of accountability, collaboration, and continuous improvement.
Legal and Risk Management
Oversee the company’s legal affairs, including contract review and negotiation (customer, vendor, partnership agreements). Manage the company’s risk management framework and insurance programs.
Requirements for the CFO, Portfolio Company with a PE-backed SaaS Provider – New York, NY

A minimum of 15+ years of progressive financial experience, with at least 5 years in a senior leadership role (CFO, VP of Finance, or equivalent).

Mandatory experience within a B2B SaaS or recurring revenue technology company is required.
A deep, instinctual understanding of SaaS business models and metrics is essential for success.
Significant experience in a private equity-backed environment is strongly preferred.
The ideal candidate understands the cadence, reporting requirements, and value-creation mindset of PE ownership.

Proven track record of successfully scaling a finance function through a period of rapid growth (e.g., from $20M to $100M+ ARR).
Demonstrated experience with M&A, from due diligence through integration, and involvement in capital raising or exit processes.
Expert-level financial modeling and FP&A skills. You must be able to build complex, flexible models from the ground up.
Deep technical accounting knowledge, including GAAP and expert-level understanding of ASC 606 revenue recognition standards for software.
Experience selecting and implementing financial systems (e.g., NetSuite, Sage Intacct, Zuora, Chargebee) is highly desirable.
Exceptional communication and presentation skills, with the ability to distill complex financial concepts for executive, board-level, and investor audiences.
A hands-on, ‘roll-up-your-sleeves’ mentality combined with the ability to think strategically and see the bigger picture.
Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA and/or CPA designation is highly preferred.
Based in or willing to relocate to the New York, NY metropolitan area, with the ability to work in a hybrid office environment.

Benefits & Perks Offered
Our client offers a highly competitive and compelling compensation package designed to attract and retain a top-tier executive. This includes:

A competitive base salary and annual performance-based bonus.
A significant equity stake in the company, providing a substantial wealth-creation opportunity tied to a successful exit.
Comprehensive benefits package, including premium medical, dental, and vision insurance for you and your dependents.
401(k) retirement plan with a generous company match.
Flexible and generous paid time off (PTO) and paid company holidays.
A budget for professional development, conferences, and continuing education.
A dynamic, collaborative, and forward-thinking company culture in the heart of New York City.

How to Apply
If you are a results-driven, strategic finance leader with a passion for scaling high-growth SaaS companies in a private equity setting, we encourage you to apply for this exceptional opportunity. JRG Partners specializes in placing elite executives in high-impact roles within the technology and private equity sectors. Our deep industry knowledge ensures we connect exceptional talent with market-leading organizations.
To be considered for this role, please submit your resume and a cover letter outlining your relevant experience. For more information about our expertise in this area, please visit the JRG Partners’ Private Equity executive search practice page.