Urrly
Urrly
Urrly — тәжірибелі рекрутерлерді, деректер ғалымдарын және жасанды интеллект агенттерін біріктіре отырып, АҚШ-тағы денсаулық сақтау компанияларына таланттарды тарту үдерісін жақсартуға көмектесетін денсаулық сақтау саласындағы рекрутинг агенттігі. Recruitment-as-a-Service және Recruitment Process Outsourcing қызметтері кандидаттарды іздеуден бастап әкімшілік үйлестіруге дейінгі жұмысқа қабылдау үдерістерін қолдайды. Автоматтандыру рекрутингке түсетін жүктемені, бос орындарды толтыру уақытын және әрбір қызметкерді жұмысқа қабылдау құнын азайтуға мүмкіндік береді. Urrly дәстүрлі агенттік арқылы рекрутингке тиімдірек балама іздейтін денсаулық сақтау саласындағы инновациялық компаниялармен жұмыс істейді.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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