Dynamic Search Consulting (DSC) is a boutique retained executive search firm that specializes in VP and C-level placement nationally across various functions and verticals. This posting is not for a specific search but for the type of candidate profile we frequently recruit for so please apply so we can get connected and keep you in mind as relevant retained searches arise.
Key Responsibilities
The following information is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all duties, responsibilities, or required skills.
- Lead the company’s financial strategy, planning, forecasting, budgeting, and reporting processes.
- Partner with the CEO, Board, and private equity sponsor to execute the value creation plan and support strategic decision-making.
- Build scalable finance systems, processes, controls, and reporting infrastructure to support continued growth.
- Improve visibility into SaaS metrics, including ARR, gross margin, churn, NRR, CAC, LTV, EBITDA, cash flow, and Rule of 40.
- Drive financial discipline across the organization, including KPI tracking, performance management, margin improvement, and capital allocation.
- Support strategic initiatives, including pricing, product expansion, M&A, integrations, fundraising, debt management, and exit preparation.
- Lead and develop a high-performing finance organization while serving as a trusted business partner across the executive team.
Ideal Candidate
- Proven CFO, VP Finance, or senior finance leadership experience within a high-growth SaaS, enterprise software, or technology company.
- Experience scaling a recurring revenue software business through growth, operational maturity, and financial discipline.
- Private equity-backed company experience is strongly preferred.
- Strong command of SaaS metrics, financial modeling, forecasting, board reporting, and performance management.
- Experience partnering with CEOs, Boards, investors, and private equity sponsors.
- Ability to balance strategic leadership with hands-on execution in a fast-paced growth environment.
- Exposure to M&A, integration, transformation, fundraising, debt facilities, or exit preparation is a plus.
- Experience growing businesses from $20M-$100M ARR, with a proven track record of successful exits
Leadership Style
We’re looking for a CFO who is strategic but practical, highly analytical, and comfortable operating as both a financial leader and business partner. This person should bring structure, clarity, and discipline while helping the company make smarter decisions at scale.
Success in this role will be measured by stronger financial visibility, improved forecasting accuracy, scalable finance operations, better margin performance, and clear execution against the company’s value creation plan.
