Chief Financial Officer

October 15, 2020
San Francisco, CA
Job Type



Company is the global leader in digital advertising conversion. Our team is on a mission to automate conversion by dynamically delivering relevant post-click experiences at a scale previously thought impossible.

The Company CFO will play a major role in Company’s growth by providing operational and strategic insight while leading finance, accounting, facilities, and investor relations functions at our global company. The CFO will have 4 primary areas of responsibilities:

  • Financial Planning - work closely with the executive team to build financial plans to enable the rapid growth of the company.
  • Team Leadership - build and lead a highly effective finance and accounting global team.
  • Financial & Accounting Operations Leadership - develop and execute effective processes for monitoring and reporting the financial performance of the company.
  • Investor Relations - manage the capital process including a successful Series B raise, managing investors, and moving us toward our ultimate goal of building a public company.

This role will report to the CEO and is based in the San Francisco Bay Area. This person is expected to work from the office 3 days per week and work remotely 2 days per week post COVID.


Financial Planning

  • Work collaboratively with the leadership team to create short-term and long-term growth plans, financial models, hiring plans, compensation, equity distribution, departmental budgets, and forecasts.
  • Create effective processes for ensuring sound financial decision making throughout the organization, enabling the organization to react quickly to opportunities and challenges while meeting annual top and bottom-line expectations.
  • Build predictable financial performance (strong FP&A, budget-setting) and establish credibility with internal/external stakeholders (metrics, tracking, reporting).
  • Manage cash flow and forecasting, banking relationships and cash positions/strategies.
  • Navigate corporate tax structures and make recommendations for improvements as we expand to new locations domestically and globally.
  • Work closely with our Sales, Customer Success, and Professional Services teams on product and services pricing.
  • Develop, maintain, and ensure delivery against OKR’s, business plans, financial models, and budgets.
  • Analyze and manage the organization’s liabilities and investments.
  • Review and optimize toolset and related processes used for the financial management of the company.

Financial & Accounting Operations Leadership

  • Oversee the day-to-day management of budgeting, accounting, forecasting, financial reporting, and cash-flow analysis.
  • Manage all month-end close processes, FP&A, treasury, tax, accounting, and payroll.
  • Review and optimize existing A/P and A/R processes.
  • Oversee our outsourced accounting and book-keeping.
  • Monitor all open legal issues involving the company, and legal issues affecting the SaaS and Managed Service industries.
  • Assist partners throughout the organization with vendor and third party contract negotiations to ensure financial efficiency and strategic alignment.
  • Manage and ensure compliance with financial audits.

Team Leadership

  • Build a strong finance and accounting organization through a combination of hiring and outsourcing.
  • Effectively manage individuals on the team globally.
  • Lead, develop, and promote a culture of high performance and continuous learning.

Investor Relations

  • Review and optimize the current strategy for managing existing capital.
  • Develop a plan for raising additional capital.
  • Lead future fundraising rounds with the CEO & COO, while building strong relationships with current and prospective investors.
  • Play a leadership role with the company's board including regular communication, leading shared initiatives, and onboarding new board members.


  • Lead the process of selecting office locations as we grow and adapt to the “new normal” of working from the office.
  • Negotiate office leases.
  • Manage relationships with building ownership globally.


  • 15+ years of experience in Finance, Accounting, and/or Business Operations, including 5 years in a senior leadership role
  • 5+ years of experience providing financial leadership for both SaaS and Professional services
  • Minimum of 3 years of experience in the CFO role highly preferred
  • MA or equivalent in Finance, CPA and/or MBA a plus
  • Solid GAAP and financial reporting technical skills
  • Ability to find and suggest growth opportunities to help scale revenue
  • Experience supporting or leading fundraising efforts, including managing relationships with current and future investors
  • Experience developing and managing high-performing teams
  • Experience providing financial leadership to a global company
  • Ability to delegate, multi-task, lead, and prioritize effectively in a dynamic, fast-paced environment
  • Strong written and verbal communication skills
  • In-depth knowledge of corporate financial law and risk management practices
  • Strong negotiating skills with vendors
  • Excellent knowledge of data analysis and forecasting methods
  • Experience evaluating and implementing new financial management software
  • Experience taking a company public company preferred
  • Experience in the AdTech space preferred
  • Ability and desire to flex from big picture strategic thinking to rolling up the sleeves and getting things done
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