We are working with a PE-backed, AI, SaaS business who are looking for their first permanent CFO.
Their technology is at the forefront of their industry providing services to businesses in areas such as aerospace, electrification, hydrogen and the wider Energy sector. They have achieved huge success and are gearing up to raise their Series B this year.
Therefore, they are looking for a CFO who has experience of raising Series B rounds in similar environments. You will get to work as a strategic partner to the CEO and Investors whilst driving the professionalisation of the Finance function, building robust business models and developing aspects such as models, forecasts and budgets. There will also be the opportunity to evaluate and lead M&A.
This role can be either full or part-time for the right person.
Financial Strategy and Planning:
- Develop and execute the financial strategy aligned with the company's growth objectives.
- Lead the development of financial models, forecasts, and budgets.
- Work closely with the CEO to formulate and implement financial plans for scaling operations.
- Implement and own financial processes, including cash management, reporting, accounting, billing, cash collection, annual accounts, and monthly management accounts.
- Prepare comprehensive board reports highlighting key financial metrics and insights.
Fundraising and Investor Relations:
- Prepare and present financial information to potential investors during fundraising rounds.
- Contribute to the successful execution of the Series B funding round.
- Build and maintain strong relationships with existing and potential investors.
Business Modelling and Pricing:
- Drive the development of pricing strategies for our SaaS products.
- Collaborate with cross-functional teams to refine and optimize the business model.
- Conduct market analysis to determine the best positioning of our products.
Mergers and Acquisitions (M&A):
- Leverage expertise in high-growth startups and M&A to guide strategic decisions.
- Evaluate potential acquisition opportunities and contribute to due diligence processes.
Strategic Planning and Execution:
- Work alongside the CEO to develop and refine the company's overall strategy.
- Identify opportunities for growth, expansion, and market penetration.
- Provide financial insights to support decision-making across departments.
- Lead financial planning for expansion into new markets, specifically the US, Asia, and Europe.
- Navigate international financial regulations and optimize financial processes for global operations.
Team Leadership and Development:
- Build and lead a high-performing finance team.
- Mentor and develop team members, fostering a culture of continuous improvement.
- Proven experience as a CFO or FD in a startup environment, preferably through multiple funding rounds.
- Strong background in financial modelling, business strategy, pricing optimization, and the basics of finance, including cash management, reporting, accounting, and implementing financial processes.
- Experience with successful Series B fundraising and familiarity with startup acquisitions.
- International business experience, especially in the US, Asia, and Europe.
- Exceptional analytical and strategic-thinking skills.
- Excellent communication and interpersonal abilities.
- Bachelor's degree in finance, accounting, business, or a related field; MBA or equivalent preferred