Scion Executive Search has been engaged to conduct an immediate search for an experienced and strategic
Chief Financial Officer (CFO) on behalf of a high-growth, profitable $30M SaaS organization operating at the intersection of AI and marketing technology. This is a rare opportunity to join a category-defining company that has achieved significant scale without external funding and is poised for its next phase of growth. This is a full-time, hybrid leadership role based in San Francisco, CA, reporting directly to the CEO.
THE ROLE: Our client is a profitable, fast-scaling SaaS organization that has achieved over $30M in annual recurring revenue through disciplined, capital-efficient growth. With strong fundamentals and increasing market traction, the company is entering a pivotal stage—requiring a forward-thinking financial leader to build infrastructure, enhance visibility, and guide long-term strategic decisions.
The Chief Financial Officer will serve as the financial architect of the organization, owning the full financial function while transforming data into actionable insights for executive leadership. This is a highly hands-on, build-and-operate role requiring both operational rigor and strategic foresight.
The CFO will play a critical role in modernizing financial systems, implementing scalable reporting infrastructure, and leveraging AI-driven tools to accelerate decision-making. Over time, this leader will act as a key strategic advisor on capital deployment, growth strategy, and potential liquidity events including M&A, fundraising, or IPO readiness.
Responsibilities
Financial Leadership & Strategy
- Own and oversee the full financial function, including P&L reporting across multiple entities
- Translate financial data into actionable insights to support executive decision-making
- Partner with leadership to advise on cost optimization, revenue strategy, and financial performance
- Identify and implement key financial metrics and KPIs to monitor business health
Financial Operations & Infrastructure
- Lead month-end close processes and ensure accuracy across all financial reporting
- Audit and improve accounting processes, including classification logic and reconciliation practices
- Oversee vendor payments, contractor payments, and financial operations workflows
- Build scalable financial infrastructure to support continued growth
Data, Analytics & AI Integration
- Independently extract, analyze, and model financial data without reliance on a data team
- Utilize AI-driven tools to automate reporting, generate insights, and improve forecasting accuracy
- Develop advanced financial models to support planning, forecasting, and strategic initiatives
Cross-Functional Partnership
- Collaborate with department leaders to contextualize financial performance and inform decision-making
- Provide clear, digestible financial narratives for non-finance stakeholders
- Support finance operations and ensure alignment across teams
Strategic Growth & Capital Planning
- Advise on mergers, acquisitions, and expansion opportunities
- Lead preparation for potential fundraising, acquisition, or public offering
- Support long-term financial planning as the organization scales toward $100M+ ARR
Qualifications
- 8+ years of progressive finance experience, including 3+ years in a CFO or VP Finance role
- Proven experience owning financial operations and P&L across multiple entities
- Experience supporting or leading fundraising, IPO preparation, or M&A initiatives
- Strong financial modeling and data analysis capabilities
- Deep expertise in accounting systems (e.g., QuickBooks) and financial best practices
- Experience working within SaaS environments, including familiarity with ARR, churn, and NRR metrics
- Demonstrated ability to operate independently and thrive in a lean, fast-paced environment
- Exceptional communication skills with the ability to translate complex financial data into clear insights
Preferred
- Experience in bootstrapped or capital-efficient growth environments
- Familiarity with AI-driven tools for financial analysis and automation
- Background in multi-entity accounting structures
- Experience supporting global teams or distributed workforces
Compensation And Benefits
This exceptional opportunity offers the ability to make a meaningful impact within a high-growth, innovative organization.
- Base Salary: $250,000 – $350,000 (DOE)
- Equity: Participation available, details discussed during offer stage
- Benefits Include:
- Comprehensive medical, dental, and vision coverage
- 401(k) retirement plan
- Unlimited PTO
- Paid parental leave
- Professional development support
- Additional lifestyle and wellness benefits
How To Apply
For immediate consideration, please provide your resume and cover letter online via https://scionexecutivesearch.com/job/14377.
About Our Firm
Scion Executive Search is an award-winning, retained executive search firm. Our track record and recruitment process have made us one of the top recruitment firms in the United States. Through innovative team building and recruitment solutions, Scion Executive Search seamlessly bridges the gap in interim and executive searches.
We are proud to be part of the
Forbes lists of the Best Recruitment Firms
and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a
ClearlyRated Best of Staffing firm and a top recruitment firm by
The Business Times. Additional information about our firm and our practices can be found online.
Scion Executive Search is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation, or any other protected class. We are committed to the principles of Equal Opportunity Employment. We are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.
For opportunities located in a region that has enacted fair chance, arrest, or conviction-based employment ordinances, Scion Executive Search proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion, as well as every client organization with whom we partner.
