About Our Client (Confidential)
Our client is a rapidly growing, venture-backed legal-tech SaaS company that replaces outdated client-communication workflows with an AI-powered, API-driven engagement platform. They deliver real-time case updates, secure messaging, and automated reminders to improve client satisfaction and drive referral growth. Backed by top-tier investors, the company is entering a hyper-growth phase and seeks a strategic finance leader to join the executive team.

The Role (Confidential)

Chief Financial Officer (CFO)
Location: Charleston, SC (Hybrid)
Reporting to: CEO & Board of Directors

As CFO, you will partner with the CEO, COO, and Board to define and execute the company’s financial strategy, steward capital, and build the financial foundation to support the next phase of rapid expansion. You will lead all finance, accounting, treasury, and investor-relations functions, ensuring rigorous discipline and providing actionable insights.

Key Responsibilities

  • Strategic Financial Leadership

    • Define long-term financial strategy and capital plan in collaboration with the CEO and Board

    • Drive annual budgeting, quarterly forecasting, and rolling-forecast processes aligned to growth objectives

  • Financial Operations & Controls

    • Oversee end-to-end finance operations: accounting, FP&A, tax, treasury, payroll, and risk management

    • Strengthen internal controls, SOX readiness, and compliance frameworks

  • Fundraising & Investor Relations

    • Lead Series B/C/D+ financing rounds: manage due diligence, financial modeling, and investor presentations

    • Serve as primary finance liaison to the Board, venture partners, and strategic investors

  • Performance Management & Analytics

    • Develop and monitor KPIs (ARR, MRR, CAC, LTV, churn, burn multiple) to guide executive decision-making

    • Implement advanced analytics and BI tools to surface real-time performance insights

  • Treasury & Capital Allocation

    • Manage cash flow, debt facilities, bank relationships, and liquidity planning

    • Oversee equity plans, option pools, and multi-entity consolidations

  • M&A and Strategic Transactions

    • Evaluate and lead potential acquisitions, partnerships, and joint ventures

    • Conduct financial due diligence and integration planning

  • Team Leadership & Development

    • Build and mentor a high-performing finance organization, fostering a culture of accountability and continuous improvement

    • Collaborate cross-functionally to align financial and operational goals

Qualifications

  • 10+ years of progressive finance leadership, including 5+ years as a CFO or equivalent in high-growth SaaS or technology companies

  • Proven track record leading Series B/C/D financing rounds and managing investor relations

  • Deep expertise in US GAAP, revenue-recognition (ASC 606), multi-entity consolidation, and SOX/compliance frameworks

  • Strong FP&A and financial modeling skills; hands-on experience with ERP (e.g., NetSuite) and BI platforms

  • Demonstrated ability to scale finance functions and processes in rapidly growing organizations

  • Exceptional communication skills, with experience presenting to Boards and C-suite stakeholders

Preferred Skills & Attributes

  • Strategic Vision: Balances big-picture planning with hands-on execution

  • Fundraising Acumen: Comfortable navigating VC/PE processes and managing investor expectations

  • Analytical Rigor: Adept at translating data into clear, actionable insights

  • Cross-Functional Influence: Proven collaborator who can align finance with product, sales, and operations

  • Growth Mindset: Thrives in dynamic environments and embraces change

Benefits & Perks

  • Competitive base salary, performance-based bonus, and significant equity participation

  • Comprehensive health, dental, and vision coverage, plus LTD

  • 401(k) plan with company match

  • Flexible hybrid work model, catered team lunches, and professional development stipend

  • Opportunity to shape financial strategy at a high-impact legal-tech innovator

This position is being recruited on a confidential basis.

Location
Daniel Island SC