VP, Strategic Finance

Full-Time - Hybrid - Weston, MA

Overview

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.

Job Brief

At Advisor360, we are at a crucial juncture in our journey, and the VP of Finance role stands at the heart of it all. This is not just a position—it’s a profound opportunity to shape the financial trajectory of a dynamic, fast-growing SaaS company. As the Head of Finance, reporting directly to the COO, you will be tasked with steering the financial future of a company poised for incredible growth. The stakes are high, and the impact is immense.  

This role demands more than just expertise; it calls for passion, vision, and the tenacity to drive financial discipline while fueling the company’s ambitious goals. You’ll be working side by side with an executive team that shares your dedication to excellence, leading financial strategies in an environment where innovation is constant, and the pace is fast. 

If you are a self-starter who thrives in complexity, who sees opportunity where others see challenge, and who understands that your decisions will reverberate through the future of this company, then this is your moment. This is your chance to not just lead, but to transform, to be a key figure in a company's success story. 

Here’s What You’ll Do:  

• Work closely with the executive team and develop the company’s financial strategy, including long-range planning, scenario analysis, and capital allocation.
• Build an insightful and relevant financial operation, including ability to provide revenue growth optimization analysis, cash flow management, and cost optimization insights.
• Lead the company’s budgeting and forecasting, develop, and monitor company KPIs and run scenario planning to prepare the company for various market conditions or operational evolutions.
• Lead merger and acquisition financial due diligence and integration of potential acquisitions to accelerate growth.  Be able to support and evaluate potential partnerships, alliances, and new business models that could drive long-term value.
• Build and lead a strong finance team to handle FP&A, accounting, treasury, and compliance.  Be able to set an example of best-in-class cross-functional collaboration, working closely with product, engineering, marketing, and sales to ensure financial goals are aligned with business objectives - Be able to provide mentorship and develop the finance team, providing training and growth opportunities.
• Able to balance company velocity with risk mitigation by assessing financial and operational risk, putting I place appropriate risk mitigation strategies.  Ensure the company complies with financial regulations, partially in reporting and auditing standards if considering IPO-readiness.