Position Overview

P3Hired is working with a B2B SaaS client that is seeking an experienced and hands-on Accounting & Finance leader to oversee financial operations and serve as a strategic partner to executive leadership. This individual will play a critical role in scaling financial processes, strengthening controls, and supporting organizational growth.

The ideal candidate brings experience in SaaS, fintech, payments, or technology-driven environments, and is comfortable operating in a fast-paced, evolving organization. This role requires both strategic thinking and day-to-day execution, with broad ownership across accounting, financial planning, compliance, and operational support.

Responsibilities

Financial Operations & Accounting

• Oversee all accounting operations, including AP/AR, general ledger, revenue recognition, and cost accounting

• Lead monthly, quarterly, and annual close processes with accuracy and timeliness

• Manage cash flow forecasting, liquidity planning, and treasury operations

• Establish and maintain internal controls, accounting policies, and financial processes in accordance with GAAP

• Oversee tax filings and compliance with applicable statutory requirements

• Partner with HR on payroll and benefits-related financial processes

Audit, Compliance & Risk Management

• Lead annual financial audits and manage relationships with external auditors

• Ensure compliance with contractual, regulatory, and financial reporting requirements

• Support and maintain security and compliance programs (e.g., SOC 2, PCI, or similar frameworks)

• Oversee corporate insurance programs, including renewals and claims

Vendor, Contract & Operational Support

• Review and support negotiation of vendor and customer contracts, ensuring appropriate financial terms and compliance

• Support procurement processes and oversee company-wide software and vendor spend

• Provide operational support related to facilities, administrative functions, and company infrastructure as needed

Budgeting, FP&A & Strategic Finance

• Lead financial planning and analysis, including annual budgeting, forecasting, and variance analysis

• Partner with department leaders on budgeting, hiring plans, and cost management

• Prepare executive-level reporting and support Board/investor reporting

• Identify opportunities for cost optimization and operational efficiency

Equity & Governance

• Oversee equity administration, including grants, exercises, and cap table management

• Ensure accurate financial reporting related to equity compensation

• Support corporate governance activities, including board materials and filings

People & Cross Functional Support

• Partner with HR on onboarding, offboarding, and policy development

• Help establish and improve internal processes, documentation, and controls

• Collaborate cross-functionally with teams across the organization

Automation & Process Improvement

• Identify and implement opportunities to automate and streamline financial workflows

• Evaluate and leverage technology to improve reporting, forecasting, and operational efficiency

• Drive continuous improvement across finance and accounting functions

Qualifications

• 8 - 12+ years of progressive experience in accounting and finance roles

• Prior experience in SaaS, fintech, payments, or technology-driven start-up environments strongly preferred

• CPA preferred

• Strong knowledge of GAAP and revenue recognition principles (e.g., ASC 606)

• Experience with audits, compliance frameworks (e.g., SOC 2, PCI), and financial controls

• Proficiency with accounting systems and financial planning tools

• Experience with equity administration and cap table management preferred

• Strong analytical, organizational, and problem-solving skills

• Ability to operate effectively in a fast-paced, scaling environment

• Excellent communication skills with the ability to partner cross-functionally and influence stakeholders