Chief Financial Officer

Summary

Join TeamDynamix as our remote Chief Financial Officer! Reporting to the CEO, you will be responsible for all financial activities, including budgeting, financial reporting, and managing relationships with stakeholders. You will set financial policies, ensure compliance, and oversee various accounting functions. This hands-on role requires 10+ years of progressive leadership in finance, preferably in the tech industry, and a strong understanding of SaaS accounting. A CPA and MBA are preferred. TeamDynamix offers a competitive compensation package, comprehensive benefits, and a remote-first work environment with flexible hours.

Requirements

• 10+ years of progressive leadership responsibilities within finance, preferably in the technology industry
• 2+ years of proven success leading the finance function of an organization
• Thorough knowledge of SaaS accounting standards
• Strong interpersonal skills, ability to communicate and manage internally at all levels of the organization, as well as externally with financial and business partners
• Strong problem-solving and creative skills, and the ability to exercise sound judgement and make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Strong leader with a “roll-up-your-sleeves” leadership mentality
• BS in Accounting or Finance

Responsibilities

• Set all financial policies and procedures for the company
• Define and monitor adherence to internal controls, to ensure compliance of controls and the safeguarding of company assets
• Develop annual financial budgets and rolling forecast, working closely with operations and support management
• Define and oversee the implementation of corporate tax strategies
• Develop, prepare and report financial strength of company to senior management, external stakeholders, and other parties as needed
• Develop ad hoc financial models and analyses as required
• Ensure the smooth operation within all Finance & Accounting areas of responsibility, including the design of systems and processes for functional areas including: cash management, accounts receivable, accounts payable, payroll, month end close, and financial reporting
• Manage relationships with external Finance & Accounting service providers, including tax and audit firms, banks and treasury management organizations, and insurance agents
• Manage relationships with Board of directors, investors and other key stakeholders
• Coordinate financial, security and government audits, working closely with external auditors, and government agencies
• Actively participate in Senior Leadership Team meetings, including providing common sense solutions and guidance
• Actively participate in evaluation of strategic partners including discussions, due diligence, and financial modeling
• Monitor cash flow metrics, including debt levels, borrowing and compliance with lending covenants

Preferred Qualifications

• M&A experience, including sourcing, evaluation and analysis, due diligence and integration
• CPA
• MBA

Benefits

• Competitive compensation that reflects employees’ skills and contributions
• Comprehensive health insurance plans
• Wellness programs that promote physical and mental well-being
• Traditional and Roth 401(k) savings options with company match
• Remote-first with flexible working hours
• Prioritized work-life balance, with 15 observed days off in addition to PTO
• Family-friendly policies including paid parental leave
• Paid life insurance, short-term, and long-term disability insurance
• Regular acknowledgement of achievements with recognition programs
• Counseling services and resources for personal and professional challenges
• Transparent communication about company goals, strategy, and performance
• Regular feedback sessions and performance reviews
• Anti-bias and anti-harassment training programs
• Trust and autonomy in decision-making within your role
• Work environment that encourages you to be your authentic self
• Flat management structure with approachable leaders who want to hear your feedback