Chief Financial Officer (CFO)

What to Expect

Wonderist Agency is a full-service marketing agency that supports 1,000+ dentists around the country. We pride ourselves on ditching the old fashioned marketing model of stock photos and templated sites. We strive to tell our clients’ stories with bespoke brands, impactful photo and video shoots, and stunning website design (Here is a great example of our work: www.valordentaltx.com)

We’re a team of over 70+ passionate marketers nestled in sunny San Diego. We are walking distance from local hangouts, bars, and the famed Liberty Station. While many companies simply check the required boxes when it comes to culture, a well-balanced team and positive office culture has been the core of our success from the start. We are a social team at heart, and that is one constant that hasn’t changed with all the movement this economy and industry has seen. We have embraced a hybrid work model where local team members come in at least two days a week. This allows us to work from home and have flexibility, without altogether forgoing the excitement and moments of collaboration and inspiration you can only get from in-person time. Not to mention, we also genuinely enjoy spending time together and socializing.

We celebrate new ideas and prioritize a culture of trust and respect where team members can grow and take risks. Each quarter we host events under our four cultural pillars; health & wellness, personal & professional development, social good, and social. We are proud to have been named one of San Diego Business Journal’s Best Places to Work in 2018, 2021, 2022 and 2023, made the Inc 5000 Regionals Fastest Growing Companies 2021, 2022 and 2024, made the San Diego Business Journal’s Fastest Growing Private Companies list in 2019, 2020, 2022, and 2023, made the Inc Best Workplaces list in 2024 and made the Inc. 5000 for the last 6 years (2019-2025)!

If you work at Wonderist, you likely enjoy a challenge, appreciate autonomy, actually care about clients, and are looking for a team that you can enjoy being part of.

Job Description

Wonderist Agency is seeking a strategic and results-driven Chief Financial Officer (CFO) to lead all financial planning, forecasting, reporting, profitability management, and financial operations across the company. If you are passionate about financial strategy, budgeting, variance analysis, reporting, KPI development, and building scalable financial systems, we want to hear from you!

Key Responsibilities

Daily/Weekly

• Oversee daily financial operations including cash flow, AP/AR, expense tracking, and spending approvals
• Review weekly revenue pacing, margins, staffing ratios, labor efficiency, and churn indicators
• Support department heads with financial insight and resource planning
• Approve contracts, vendor agreements, and financial commitments
• Manage team of 2-5 financial analysts and their growth and job duties. 
• Provide weekly updates on KPIs and financial performance to the CEO and leadership team

Monthly

• Lead the month-end close process including reconciliations, journal entries, and financial accuracy checks
• Produce monthly financial statements with variance analysis and insight-driven commentary
• Update rolling 12-month forecasts for revenue, staffing, expenses, and cash flow
• Deliver monthly dashboards for MRR, churn, departmental margins, and operational KPIs
• Oversee payroll, commissions, and incentive compensation calculations

Quarterly

• Lead quarterly forecasting, budgeting, and scenario planning
• Present detailed financial reviews during QBRs with leadership
• Re-evaluate pricing models, profitability, and cost structures each quarter
• Support quarterly board or investor reporting as needed
• Adjust KPIs and financial targets based on business performance

Essential Functions: What You’ll Do

Financial Strategy & Leadership

• Financial Strategy Development: Create and maintain Wonderist’s long-term financial plan, aligning strategy with company goals and growth priorities.
• P&L Management: Oversees full profit and loss performance, ensuring financial targets are met through strategic budgeting, forecasting, and cost management.