Industry: Enterprise SaaS, AI-Enabled Technology, Cloud Platforms, Digital Operations, Financial Strategy, and Business Transformation
Location: USA Remote
Compensation Package: $432K – $538K
We are a large, enterprise-scale SaaS, AI-enabled technology, cloud platform, digital operations, financial strategy, and business transformation organization supporting complex revenue models, enterprise customers, technology platforms, business operations, strategic investments, and distributed teams across the United States. The company operates in a fast-moving digital environment where financial leadership, operational discipline, forecasting accuracy, investment planning, margin performance, cost governance, and scalable business systems directly influence growth, profitability, customer value, and long-term enterprise strength.
This is not a traditional finance leadership role focused only on accounting oversight, reporting cycles, or budget administration. The Chief Financial Officer, Operations will serve as a strategic enterprise executive responsible for connecting financial strategy with operational execution. This role will help the organization understand where value is being created, where operational costs need discipline, where investment should be prioritized, and how financial decisions can support stronger business performance across the enterprise.
The company is continuing to invest in AI-enabled business systems, financial planning and analysis, revenue operations alignment, operating model maturity, pricing discipline, cloud cost visibility, automation, procurement governance, business intelligence, enterprise reporting, customer profitability analysis, and scalable finance operations. As the organization grows, leadership is seeking a senior finance and operations executive who can bring strong financial judgment, operational understanding, executive communication, and data-driven decision-making to a highly visible role.
The Chief Financial Officer Operations will lead financial strategy, operational finance, FP&A, business performance management, budgeting, forecasting, cost optimization, finance operations, investment governance, operating metrics, margin analysis, and executive financial reporting. This executive will work closely with the CEO, Board, COO, CRO, CIO, CTO, Product, Engineering, Sales, Customer Success, Procurement, Legal, HR, Data Analytics, Operations, and Executive Leadership to ensure financial plans are tightly connected to business execution.
This role requires a leader who understands both enterprise finance and operational complexity. The ideal candidate will know how to build reliable forecasting routines, improve financial visibility, guide operating investments, evaluate business performance, strengthen cost controls, support pricing and revenue strategy, improve reporting quality, and advise senior leaders with clarity and confidence.
The selected candidate will help shape a stronger financial operating model for a large remote-first technology organization. This includes improving budget ownership, strengthening operational dashboards, supporting strategic planning, modernizing finance processes, increasing accountability around spend, and building a finance function that acts as a practical partner to the business.
This is a high-impact executive opportunity for a finance leader who wants to influence enterprise strategy, improve operational performance, strengthen financial discipline, and help a large technology-driven company scale with clarity, confidence, and measurable business value.
• Lead enterprise financial strategy and operational finance across FP&A, budgeting, forecasting, business performance management, cost governance, margin analysis, investment planning, and finance operations.
• Partner with the CEO, Board, and executive leadership team to define financial priorities, operating plans, growth investments, profitability goals, risk considerations, and long-term business strategy.
• Build and execute a financial operations roadmap that improves forecast accuracy, budget discipline, operating visibility, business accountability, financial systems maturity, and executive decision support.
• Lead annual planning, quarterly forecasting, long-range planning, scenario modeling, and financial performance reviews across business units and enterprise functions.
• Oversee financial planning and analysis routines, including revenue forecasting, expense planning, headcount planning, margin analysis, operating leverage, cash visibility, and investment tracking.
• Partner with Operations, Product, Engineering, Sales, Customer Success, Technology, HR, Procurement, and Legal to align financial resources with strategic priorities and execution needs.
• Strengthen operational finance reporting across revenue performance, customer profitability, cost-to-serve, cloud spend, vendor spend, labor cost, product investment, and operating efficiency.
• Develop executive dashboards, board materials, financial scorecards, business review content, variance analysis, investment recommendations, and performance summaries.
• Partner with Revenue and Sales leadership on pricing strategy, contract economics, sales compensation modeling, pipeline assumptions, customer expansion economics, and revenue predictability.
• Partner with Procurement and Vendor Management to improve spend governance, contract visibility, vendor cost discipline, renewal planning, and supplier investment decisions.
• Lead cost optimization initiatives without weakening business performance, customer delivery, employee productivity, or long-term innovation capacity.
• Improve finance operations through automation, process standardization, reporting governance, system optimization, data quality, and stronger internal controls.
• Evaluate business cases for new investments, technology platforms, market expansion, product initiatives, acquisitions, partnerships, and operational transformation programs.
• Build, mentor, and lead finance and operational finance teams while creating a culture of accountability, business partnership, accuracy, discretion, and continuous improvement.
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Operations, Data Analytics, or a related field required.
• MBA, master’s degree, CPA, CFA, CMA, or advanced finance leadership education strongly preferred.
• 15+ years of progressive experience in corporate finance, financial operations, FP&A, strategic finance, operational finance, business performance management, finance transformation, or executive financial leadership.
• 8+ years of senior leadership experience managing finance teams, FP&A organizations, operational finance functions, business planning teams, or enterprise financial operations.
• Experience within enterprise SaaS, AI-enabled technology, cloud platforms, fintech, cybersecurity, digital products, technology services, consulting, or large distributed enterprise environments strongly preferred.
• Proven success leading financial strategy, improving forecasting, managing budgets, optimizing costs, supporting growth investments, and advising executive leadership.
• Strong understanding of SaaS economics, recurring revenue models, margin analysis, customer profitability, revenue forecasting, cloud cost management, pricing strategy, and operating leverage.
• Experience with financial planning systems, ERP platforms, business intelligence tools, procurement systems, revenue systems, and enterprise reporting platforms.
• Familiarity with tools such as NetSuite, Oracle, SAP, Workday, Adaptive Planning, Anaplan, Planful, Salesforce, Coupa, Snowflake, Tableau, Power BI, Looker, or similar systems preferred.
• Strong analytical skills with the ability to interpret financial performance, operational data, business trends, investment tradeoffs, revenue signals, and cost drivers.
• Experience working directly with CEOs, Boards, executive committees, operations leaders, revenue leaders, technology leaders, product leaders, legal teams, procurement teams, and external advisors.
• Excellent executive communication, financial storytelling, stakeholder management, decision support, negotiation, and leadership skills.
• Strategic finance executive with the ability to connect financial planning, operational performance, growth strategy, cost discipline, and enterprise value creation.
• Strong business operator who understands how financial decisions affect product delivery, customer experience, workforce planning, technology investments, revenue growth, and operating efficiency.
• Highly analytical and data-driven, with the ability to convert complex financial and operational information into clear recommendations for senior leadership.
• Strong executive presence with the confidence to advise the CEO, Board, and executive team on performance, risk, investment tradeoffs, and financial strategy.
• Operationally disciplined with the ability to build planning routines, improve budget ownership, strengthen reporting accuracy, and create accountability across business functions.
• Commercially aware with a strong understanding of revenue models, pricing strategy, customer economics, contract terms, margin performance, and growth investments.
• Collaborative and able to align Finance, Operations, Revenue, Product, Technology, HR, Legal, Procurement, Data Analytics, and Executive Leadership around shared business priorities.
• Practical and decisive under pressure, especially during forecast changes, budget reviews, investment decisions, cost challenges, board reporting, or business performance concerns.
• Process-focused but business-minded, with the ability to improve financial controls and governance without slowing responsible growth or innovation.
• High integrity and discretion when handling financial results, compensation data, revenue forecasts, customer economics, investment plans, vendor contracts, and executive materials.
The Chief Financial Officer, Operations will provide strategic leadership by ensuring financial strategy and operational execution are connected across the enterprise.
This role will help leadership make better decisions about revenue growth, profitability, investment priorities, operating leverage, cost structure, workforce planning, pricing, technology spend, vendor commitments, and business transformation. The CFO Operations will ensure finance is not managed as a back-office reporting function, but as a business leadership capability that improves clarity, discipline, accountability, and enterprise performance.
Key areas of strategic support may include:
• Enterprise financial strategy and operational finance roadmap development.
• Board and executive-level financial reporting.
• FP&A leadership, forecasting, and long-range planning.
• Budget ownership, spend governance, and cost optimization.
• Revenue forecasting, pricing support, and customer economics.
• Margin analysis, profitability improvement, and operating leverage.
• Strategic investment planning and business case evaluation.
• Cloud, technology, vendor, and procurement cost visibility.
• Workforce planning, headcount governance, and labor cost analysis.
• Financial systems modernization and finance process automation.
• Business performance dashboards and executive decision support.
• Risk visibility, scenario planning, and financial resilience.
• Cross-functional operating cadence and financial accountability.
• Finance team development and business partnership maturity.
The Chief Financial Officer Operations will help ensure the organization scales with stronger financial discipline, better operational visibility, and more confident executive decision-making.
• Location: USA Remote.
• Primarily remote executive leadership environment with regular financial reviews, board updates, executive meetings, planning sessions, budget reviews, investment discussions, and cross-functional operating reviews.
• Flexibility required during board reporting, budget cycles, forecasting deadlines, quarterly business reviews, major investment decisions, financial close periods, urgent cost reviews, or executive planning sessions.
• Occasional travel may be required for Board meetings, leadership offsites, finance workshops, investor or advisor meetings, vendor discussions, customer sessions, or strategic planning events.
• Regular collaboration with the CEO, Board, Executive Leadership, Finance, Operations, Revenue, Product, Technology, HR, Legal, Procurement, Data Analytics, and business unit leaders.
• Fast-paced enterprise technology environment with high visibility around financial performance, growth investments, profitability, cost discipline, planning accuracy, and business scalability.
• Role requires handling confidential financial data, revenue forecasts, customer economics, workforce plans, vendor agreements, strategic investments, executive decisions, and Board-level materials with discretion.
• Executive Finance Leadership
• Financial Operations
• Strategic Finance
• FP&A Leadership
• Business Performance Management
• Operational Finance
• Budgeting and Forecasting
• Revenue and Margin Analysis
• Cost Optimization
• Investment Governance
• Financial Systems Modernization
• Executive Financial Reporting
• Board Financial Support
• Business Transformation Finance
• Cross-Functional Enterprise Leadership
Compensation Package: $432K – $538K
The total compensation package may include base salary, executive performance bonus, finance performance incentives, operational performance incentives, long-term incentives, equity participation where applicable, and additional executive-level benefits depending on experience, qualifications, and final role alignment.
Benefits may include:
• Comprehensive medical, dental, and vision coverage.
• Executive performance bonus eligibility.
• Finance performance and operational efficiency incentive opportunities.
• Long-term incentive opportunities.
• Equity or ownership-aligned compensation where applicable.
• Retirement savings plan with company contribution.
• Paid time off and company holidays.
• USA remote work flexibility.
• Board-level visibility and enterprise finance leadership authority.
• Executive coaching, leadership development, and professional growth support.
• Support for finance leadership, strategic finance, SaaS economics, AI-enabled financial planning, business transformation, and executive education programs.
• Wellness, employee assistance, and work-life support programs.
• Access to modern ERP, FP&A, procurement, analytics, CRM, BI, collaboration, and finance operations platforms.
This is an opportunity to join a large technology-driven organization where finance leadership directly influences growth strategy, operating performance, profitability, investment discipline, and long-term enterprise value.
The Chief Financial Officer, Operations will have the authority and visibility to strengthen financial planning, improve operational visibility, modernize finance systems, guide investment decisions, support business transformation, and build a scalable financial operating model for a remote-first enterprise.
You will work in an environment that values financial clarity, practical business partnership, data-driven decisions, responsible growth, strong governance, and measurable business impact. The company is investing in AI-enabled business systems, cloud platforms, strategic finance, automation, analytics, revenue intelligence, and scalable operating practices.
For a finance executive who enjoys advising leadership, improving business performance, building strong finance teams, and turning financial strategy into measurable enterprise value, this role offers the scope, influence, and leadership platform to make a major impact.
