Chief Financial Officer (CFO)

SPOTIO is a privately held SaaS company based in Dallas, Texas and leading field sales engagement platform. Thousands of sales professionals worldwide rely on SPOTIO to help them increase activity, grow their pipeline, and crush sales goals. We are ranked  #1 on G2 reviews and we've been named one of Dallas-Fort Worth's Best Places to Work by the Dallas Business Journal in 2023 and four times overall.

We are looking to welcome a CFO as a key member of the leadership team. This position will report directly to the CEO and provide leadership in finance, accounting, business planning, budgeting, benefits, and risk management within the company. Additionally, the role involves managing a lean team, participating in strategy planning, contributing to the development and evaluation of key initiatives, and playing a pivotal role in guiding the company toward achieving its goals and objectives. We’ll be continuing our path of success and looking for a finance leader to help accelerate the growth of the business.

Responsibilities

Strategic Financial & Operational Planning:

• Develop and enhance existing short-term and long-term financial and operational strategies.
• Collaborate with the senior leadership team as a business advisor to drive the organization's direction forward.
• Proactively anticipate key financial milestones to enable management to make informed operational decisions.

Financial Operations Oversight:

• Supervise the Accounting Manager and the accuracy and efficiency of day-to-day accounting activities, including revenue recognition, accounts payable, invoicing/billing, customer credits, and receivables.
• Oversee the monthly close process, including accruals, revenue recognition, reconciliations, and supporting schedules.
• Prepare detailed materials to present to the Board on a monthly, quarterly, and annual basis to communicate the company's strategic direction.

Financial Modeling and Reporting:

• Manage budgeting and planning, forecasting, financial modeling, and reporting; take ownership of the financial model and update it at least monthly. This includes establishing and reporting on key SaaS KPIs that support the business model and financial objectives.
• Participate in special projects, provide ad hoc analyses and financial modeling, address insurance needs, coordinate annual tax filings.
• Collaborate and communicate across departments to address finance and accounting-related issues and questions. 

Compliance, Risk Management, and Controls:

• Ensure compliance with all relevant financial, accounting, and industry-specific regulations. This involves staying up-to-date with changes in laws and regulations and implementing necessary adjustments in financial operations.
• Create and implement controls to manage business risks, ensuring a robust accounting and operational control environment that safeguards assets, improves operations and profitability.
• Coordinate and liaise with external auditors during financial audits and ensure the timely completion of financial statements and reports in compliance with auditing standards.

Payroll, Benefits Management, and Banking Relationships:

• Process semi-monthly payroll and quarterly bonuses. 
• Maintain relevant records and prepare necessary regulatory and state requests related to payroll
• Review, create, and submit the company's benefits funding strategy with PEO.
• Oversee banking and lending relationships and proactively monitor financial and operational requirements.

Requirements

• 5+ years of SaaS experience in Finance and Accounting
• Demonstrated success in scaling a VC-backed SaaS organization from Series A to later stages.
• Must have a Bachelor’s Degree in Accounting or Finance
• MBA with a concentration in Accounting or Finance preferred.
• Must have senior management experience, including interaction with the Board or Directors and C-level executives.
• Advanced understanding of SaaS metrics, and the ability to identify, track and monitor the key drivers of success.
• Collaborate with a wide range of team members of varying backgrounds and experience levels to accelerate both their and the company's success.
• Impeccable attention to detail, high standards of accuracy and precision
• The ability to accurately and professionally present the Company’s financial position (while catering to the leadership team and/or Board of Directors as applicable).
• Experience in complex modeling, mastery of Excel, knowledge of the financial software platforms and familiarity with business ana