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# CFO, Portfolio Company with a PE-backed Software Co. – Boston, MA



JRG Partners is proud to partner with a premier, high-growth software company backed by a top-tier private equity firm in their search for a transformative Chief Financial Officer (CFO). This is a career-defining opportunity to join a dynamic executive team and play a pivotal role in scaling a market-leading enterprise SaaS business located in the vibrant tech hub of Boston, MA. Our client is at a critical inflection point, poised for exponential growth through both organic initiatives and strategic acquisitions. The CFO will be the key architect of this next chapter, serving as a strategic partner to the CEO and the Board of Directors, driving financial rigor, operational excellence, and ultimately, a successful exit. We are seeking a leader who is not just a financial steward but a true business partner, capable of navigating the complexities of a fast-paced, PE-backed environment and shaping the future of the organization.
Role Overview for CFO, Portfolio Company with a PE-backed Software Co. – Boston, MA
As the Chief Financial Officer, you will assume full responsibility for the company’s entire financial function. This is far more than a traditional accounting role; it is a strategic leadership position that requires a dynamic and commercially-minded executive. You will be instrumental in shaping corporate strategy, evaluating and executing M&A opportunities, and building the financial infrastructure required to support rapid scale. Working closely with the Private Equity sponsors, you will provide the financial visibility and data-driven insights necessary to optimize performance and maximize enterprise value.
The ideal candidate will have a proven track record of success within a PE-backed SaaS environment, demonstrating the ability to balance strategic long-term planning with hands-on operational execution. You will be the financial conscience of the company, ensuring fiscal discipline while championing investments that fuel sustainable growth. This role demands a leader who can build and inspire a world-class finance team, fostering a culture of accountability, precision, and continuous improvement.
Key Responsibilities of CFO, Portfolio Company with a PE-backed Software Co. – Boston, MA
The CFO will direct and oversee all aspects of the Finance and Accounting functions of the organization. Key responsibilities are broad and will evolve with the company’s growth, but will fundamentally include the following areas:
Strategic Financial Leadership & M&A

Act as a key strategic partner to the CEO, executive team, and Board of Directors, providing critical financial and operational insights to drive decision-making.
Lead the development of the company’s long-range financial plan, annual operating budget, and rolling forecasts, ensuring alignment with strategic objectives.
Develop and refine sophisticated financial models to support strategic initiatives, capital allocation, and potential fundraising activities.
Spearhead all aspects of M&A strategy, from identifying and evaluating potential targets to leading financial due diligence, negotiating terms, and managing post-acquisition integration.
Provide thought leadership on business model evolution, pricing strategies, and market expansion opportunities based on rigorous financial analysis.

Financial Operations, Controls, & Systems

Oversee all accounting operations including Billing, A/R, A/P, GL, and Revenue Recognition, ensuring accuracy, timeliness, and compliance.
Manage the monthly, quarterly, and annual financial close processes, delivering comprehensive financial statements and reporting packages for internal and external stakeholders.
Ensure robust internal controls are in place to safeguard company assets and ensure the integrity of financial reporting.
Lead the selection, implementation, and optimization of financial systems (ERP, CPM, BI tools) to create scalable processes that support growth.
Manage treasury, cash flow, and banking relationships to optimize working capital and ensure liquidity.
Oversee all tax planning and compliance activities, coordinating with external advisors as necessary.

Advanced FP&A and SaaS Metrics

Build and lead a high-performance Financial Planning & Analysis (FP&A) function that serves as a true business partner to all departments.
Establish and monitor key performance indicators (KPIs) and SaaS metrics (e.g., ARR, NRR, LTV:CAC, Churn, Magic Number) to provide actionable insights into company performance.
Develop and maintain detailed cohort analyses, unit economics, and other data-driven reports to inform strategic decisions.
Lead the creation of insightful dashboards and reporting for the executive team and Board that clearly communicate financial trends, variance analysis, and forward-looking projections.

Investor Relations & Board Management

Serve as the primary liaison to the private equity sponsors, investors, and lenders on all financial matters.
Prepare and present comprehensive board packages, financial updates, and strategic analyses to the Board of Directors.
Effectively communicate the company’s financial performance, risks, and opportunities to all stakeholders.
Play a key role in preparing the company for a future liquidity event, whether an IPO or a strategic sale.

Requirements for the CFO, Portfolio Company with a PE-backed Software Co. – Boston, MA
The ideal candidate will be a seasoned finance executive with a demonstrated history of leading software companies through periods of significant transformation and growth. Specific qualifications include:
Professional Experience

A minimum of 15 years of progressive financial leadership experience, with at least 5 years serving as a CFO or VP of Finance.

Crucial
Prior experience in a senior finance role within a B2B software/SaaS company backed by Private Equity or Venture Capital is mandatory.

Proven success in scaling a company from approximately $50M ARR to $200M+ ARR and beyond.
Substantial, hands-on experience with M&A, including financial diligence, modeling, and successful post-merger integration.
Experience leading a company through a successful exit (strategic sale or IPO) is highly desirable.

Technical Skills & Qualifications

Bachelor’s degree in Accounting, Finance, or Economics is required. An MBA and/or CPA designation is strongly preferred.
Deep expertise in SaaS business models, metrics, and revenue recognition principles, with a strong understanding of GAAP and the standards outlined in ASC 606.
Exceptional financial modeling, forecasting, and analytical skills.
Experience managing relationships with PE sponsors, boards, auditors, and banking partners.
Technologically savvy with experience implementing and leveraging modern ERP, BI, and financial planning systems.

Leadership Competencies & Personal Attributes

A strategic, forward-thinking mindset combined with a hands-on, ‘roll-up-your-sleeves’ work ethic.
Exceptional communication and presentation skills, with the ability to distill complex financial concepts for a variety of audiences.
Demonstrated ability to build, mentor, and lead high-performing finance teams in a fast-paced environment.
High emotional intelligence and the ability to build strong, collaborative relationships across the organization.
Unquestionable integrity, credibility, and a commitment to ethical conduct.
A data-driven and results-oriented leader who thrives on accountability and a culture of high performance.

Benefits & Perks Offered
Our client is committed to attracting and retaining top talent and offers a highly competitive compensation and benefits package, including:
Competitive Compensation
A compelling base salary and performance-based bonus structure.
Significant Equity
A meaningful equity stake in a high-growth company, providing the opportunity for a life-changing financial outcome.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your eligible dependents.
Retirement Planning
A 401(k) retirement plan with a generous company match.
Generous Time Off
A flexible and generous paid time off (PTO) policy, complemented by company-paid holidays.
Professional Development
A budget and support for continuous learning, conferences, and professional growth opportunities.
Work Environment
A modern, collaborative office space in Boston, MA, with a dynamic and intelligent team.
Additional Perks
Commuter benefits, wellness stipends, and regular team events.
How to Apply
JRG Partners is leading the exclusive search for this pivotal CFO role. If you are a transformative finance leader ready to make a significant impact in a high-growth environment, we encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this opportunity. We are committed to a transparent and efficient interview process. For more information on similar opportunities, please visit our practice area page for private equity finance leadership roles. We look forward to reviewing your application.