Role Overview for Chief Financial Officer with a Public B2B SaaS Firm – Boston, MA
JRG Partners is proud to partner with a premier, publicly-traded B2B SaaS organization in Boston, MA, in their search for a transformative Chief Financial Officer (CFO). Our client is a recognized leader in their industry, providing mission-critical software solutions that drive efficiency and innovation for a global customer base. Following a period of significant growth and successful market penetration, they are seeking a world-class financial executive to join their C-suite and help steer the company through its next chapter of expansion and value creation.
The Chief Financial Officer will be a key strategic partner to the Chief Executive Officer (CEO) and the Board of Directors, serving as a cornerstone of the executive leadership team. This is not merely a financial stewardship role; it is a position for a strategic operator who can balance rigorous financial discipline with the demands of a high-growth technology environment.
The ideal candidate will be a seasoned public company CFO with a deep understanding of the B2B SaaS business model, capable of providing insightful financial leadership, driving operational excellence, and effectively communicating the company’s financial story to the investment community. You will be responsible for the entire global finance function, including accounting, financial planning and analysis (FP&A), treasury, tax, investor relations, and corporate development. Your leadership will be pivotal in shaping the company’s financial strategy, optimizing its capital structure, and ensuring its long-term sustainable growth and profitability.
This is a unique opportunity to make a significant impact on a dynamic and innovative public company. You will be instrumental in scaling the organization, evaluating strategic M&A opportunities, and enhancing shareholder value. We are looking for a leader with unimpeachable integrity, a powerful analytical mindset, and the executive presence to inspire confidence across all stakeholders, from employees to the Board of Directors and Wall Street.
Key Responsibilities of Chief Financial Officer with a Public B2B SaaS Firm – Boston, MA
Strategic Leadership & Business Partnership
- Act as a strategic advisor and partner to the CEO and executive team on all financial, operational, and strategic matters.
- Lead the development and execution of the company’s long-range financial plan, annual operating plan, and capital allocation strategy.
- Provide data-driven insights and financial models to support key business decisions, including pricing strategies, market expansion, and product development investments.
- Drive the financial aspects of corporate development, including identifying, evaluating, and executing M&A transactions, joint ventures, and strategic partnerships.
Financial Planning & Analysis (FP&A)
- Oversee the FP&A function to provide robust financial modeling, forecasting, budgeting, and variance analysis.
- Develop and monitor key SaaS performance metrics (ARR, NRR, LTV, CAC, Churn) to provide actionable insights into business performance.
- Lead the preparation of financial presentations for the Board of Directors, executive team, and external stakeholders.
Public Company Reporting & Compliance
- Ensure timely and accurate filing of all SEC reports, including Forms 10-K, 10-Q, 8-K, and proxy statements.
- Oversee all aspects of accounting operations, including general ledger, revenue recognition (ASC 606), accounts payable/receivable, and payroll.
- Maintain a robust internal control environment in compliance with Sarbanes-Oxley (SOX) compliance requirements.
- Serve as the primary liaison with external auditors, ensuring efficient and successful annual audits and quarterly reviews.
Investor Relations & Treasury
- Develop and execute a comprehensive investor relations strategy to effectively communicate the company’s financial performance, strategy, and growth prospects to investors and analysts.
- Serve as a primary spokesperson for the company on financial matters, leading earnings calls and participating in investor conferences.
- Manage the company’s capital structure, including debt and equity financing, to support growth initiatives.
- Oversee treasury functions, including cash management, investments, and risk management (foreign exchange, interest rate, etc.).
Team Leadership & Development
- Lead, mentor, and develop a high-performing global finance and accounting organization.
- Foster a culture of accountability, collaboration, and continuous improvement within the finance team.
- Implement and upgrade financial systems and processes to scale with the company’s growth.
Requirements for the Chief Financial Officer with a Public B2B SaaS Firm – Boston, MA
Experience
- A minimum of 15+ years of progressive financial leadership experience, with at least 5 years serving as a CFO or VP of Finance for a publicly-traded company.
- Extensive experience within the B2B SaaS or enterprise software industry is mandatory. A deep understanding of SaaS business models and metrics is critical for success.
- Proven track record of successfully leading a company through significant growth phases. Experience with IPO readiness and execution is highly desirable.
- Demonstrated experience in managing investor relations and communicating effectively with Wall Street.
- Strong M&A experience, including due diligence, valuation, negotiation, and post-merger integration.
Skills & Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- CPA certification and/or an MBA is strongly preferred.
- Expert-level knowledge of U.S. GAAP, SEC reporting requirements, and SOX compliance.
- Exceptional analytical, financial modeling, and problem-solving skills.
- Outstanding communication and presentation skills, with the ability to distill complex financial concepts into clear, concise messages for diverse audiences.
- Proven leadership ability with a track record of building and managing high-performing teams.
- High level of integrity, ethics, and dependability with a strong sense of urgency and results-orientation.
- Strategic thinker who is also hands-on and able to execute with precision.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive compensation package, including:
- A competitive base salary and annual performance-based bonus.
- A significant equity package (RSUs) with long-term wealth creation potential.
- Comprehensive health, dental, and vision insurance for you and your dependents.
- 401(k) plan with a generous company match.
- Generous paid time off (PTO) and company holidays to promote work-life balance.
- Paid parental leave and family support programs.
- A professional development budget to support continuous learning and growth.
- Wellness programs and stipends for gym memberships or other health-related activities.
- Relocation assistance for exceptional candidates, if required.
How to Apply
This is a retained search conducted by JRG Partners. If you are a visionary financial leader with the requisite public B2B SaaS experience and are ready to take on a career-defining challenge, we encourage you to apply.
To express your interest, please submit your resume and a cover letter detailing your qualifications and strategic vision for this role. For more information about our executive search capabilities in this domain, please visit the JRG Partners’ Finance Officer Executive Search practice page. We are committed to a confidential and thorough recruitment process. All applications will be treated with the strictest confidence. We look forward to reviewing your application.
