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Urrly
Urrly
1 – 10 Employees
ConsultingHealthcareLogistics
Urrly is a healthcare recruitment agency that helps U.S. healthcare companies improve talent acquisition through a combination of experienced recruiters, data scientists, and AI agents. Its Recruitment-as-a-Service and Recruitment Process Outsourcing offerings support hiring workflows from candidate sourcing through administrative coordination, using automation to reduce recruiting workload, time-to-fill, and cost-per-hire. Urrly works with healthcare innovators seeking a more efficient alternative to traditional agency recruiting.
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Chief Financial Officer, FinTech SaaS (Remote, Illinois)

Founding in-house CFO responsible for building finance, FP&A, reporting, and controls for a sponsor-backed FinTech SaaS and data business. Advises leadership on growth investment, cash management, operating performance, and value creation.

USUnited StatesILIllinoisRemoteFull-timeLeadEnglish RequiredFinancial Planning and Analysis

Description

  • Build and lead the finance function as the founding in-house finance leader
  • Report to the CEO and partner with the President, leadership team, and sponsor
  • Own FP&A, cash management, operating metrics, finance systems, and decision support
  • Lead financial modeling, forecasting, and the annual budgeting process
  • Partner with leadership to size, refine, and monitor the annual value creation plan
  • Turn financial analysis into recommendations on growth investment, pricing, packaging, and resource allocation
  • Define and monitor KPIs including gross revenue retention, net revenue retention, renewals, and customer revenue trends
  • Establish and manage a rolling 13-week forecast covering cash, burn, liquidity, and spending
  • Improve monthly finance processes and establish controllership and financial management best practices
  • Strengthen spend approvals, cash controls, financial accountability, risk management, and compliance practices
  • Oversee outsourced accounting, maintain accurate accrual-based reporting, and help build the finance team
  • Review billing and revenue recognition processes and implement appropriate controls
  • Develop weekly, monthly, and quarterly reporting, including the monthly operating pack
  • Co-create board reporting materials and financial inputs for quarterly board presentations
  • Build an operating KPI dashboard with reliable data, definitions, and reconciliations
  • Assess finance-system improvements and potential system migrations
  • Support implementation of payroll and spend-management systems, including Rippling and Ramp
  • Apply AI and automation to improve finance and HR workflows while validating outputs and protecting company data
  • Advise the executive team on financial tradeoffs
  • Support payroll, benefits, compensation planning, recruiting operations, and employment compliance
  • Help lead board and private equity investor relations
  • Support M&A analysis, financial tracking, integration, growth, and eventual exit preparation

Requirements

  • Bring approximately 7–10 or more years of progressive finance leadership experience in a CFO role or relevant professional-services environment
  • Demonstrate substantial experience in FP&A, cash forecasting, and financial modeling
  • Have finance experience in SaaS or a comparable subscription software or data business
  • Understand retention, renewal, and recurring-revenue metrics in practice
  • Have built or significantly improved finance processes, reporting, controls, or systems in a lean environment
  • Bring strong accounting and controllership fundamentals
  • Have overseen billing, revenue recognition, financial controls, risk and compliance practices, and accurate financial reporting
  • Have hands-on experience adopting or meaningfully experimenting with AI and automation
  • Be able to explain AI or automation workflows you personally built, tested, and improved
  • Communicate financial analysis clearly in writing and presentations while collaborating with executive leadership
  • FinTech, mortgage technology, lending technology, or adjacent financial data experience is preferred
  • Private equity portfolio-company experience and contributions to board reporting materials are preferred
  • Previous CFO experience is preferred, though strong finance leaders ready to step up are welcome
  • Experience with M&A, post-merger integration, company growth, and exit preparation is preferred
  • Familiarity with QuickBooks, subscription billing platforms, Rippling, Ramp, or comparable systems is preferred
  • A Chicago-area location is preferred, but living in Chicago or relocating is not required
  • Complete the selection process, including a finance case study, with an NDA required before the case-study stage

Benefits

  • Comprehensive benefits, including health insurance and remote work
  • A bonus may form part of total cash compensation; the base-to-bonus split is unspecified
  • Equity may be discussed if applicable

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