Chief Financial Officer – FinTech SaaS

🕒 October 7

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Urrly

WebsiteLinkedInAll Job Openings

1 - 10 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Urrly is a healthcare recruitment agency that combines the expertise of healthcare recruiters, data scientists, and AI agents to help healthcare innovators secure exceptional talent quickly and affordably. Specializing in Recruitment-as-a-Service (RaaS) and Recruitment Process Outsourcing (RPO), Urrly streamlines the hiring process for U. S. healthcare companies by significantly reducing time-to-fill and cost-per-hire metrics. The company utilizes AI technology to automate administrative tasks and connect clients with top-tier candidates, providing a budget-friendly alternative to traditional recruiting agencies. Urrly's services cater to forward-thinking healthcare organizations looking to enhance their talent acquisition processes.

📋 Description

• Build the finance function as the founding in-house finance leader • Report to the CEO and work closely with the CEO, President, leadership team, and sponsor • Own FP&A, cash management, operating metrics, finance systems, and decision support • Own financial modeling, forecasting, and the annual budgeting process • Partner with leadership to size, refine, and track the annual value creation plan • Translate financial analysis into recommendations on growth investment, pricing, packaging, and resource allocation • Define and track KPIs including gross revenue retention, net revenue retention, renewals, and customer revenue trends • Establish and manage a rolling 13-week cash forecast, burn, liquidity, and spending • Improve monthly financial processes and establish controllership and financial management best practices • Strengthen spend approvals, cash controls, financial accountability, risk, and compliance practices • Oversee outsourced accounting, ensure accurate accrual-based reporting, and help build the finance team • Review billing and revenue recognition processes and implement appropriate controls • Build weekly, monthly, and quarterly reporting, including a monthly operating pack • Co-create board reporting materials and financial inputs for quarterly board decks • Build an operating KPI dashboard and ensure reliable data, definitions, and reconciliations • Evaluate finance-system improvements or migrations • Support implementation of payroll and spend systems, including Rippling and Ramp • Use AI and automation to improve finance and HR workflows while validating outputs and protecting company data • Advise the executive team on financial tradeoffs • Support payroll, benefits, compensation planning, recruiting operations, and employment compliance • Help lead board and private equity investor relations • Support M&A analysis, financial tracking, integration, growth, and eventual exit preparation

🎯 Requirements

• Approximately 7–10+ years of progressive finance leadership experience in a CFO function or relevant professional-services environment • Substantial FP&A, cash forecasting, and financial modeling experience • Finance experience in a SaaS or comparable subscription software/data business • Practical command of retention, renewal, and recurring-revenue metrics • Experience building or materially improving finance processes, reporting, controls, or systems in a lean environment • Strong accounting and controllership fundamentals • Experience overseeing billing, revenue recognition, financial controls, risk/compliance practices, and accurate financial reporting • Hands-on adoption or meaningful experimentation with AI and automation • Ability to describe personally built, tested, and improved AI or automation workflows • Experience collaborating with executive leadership and communicating financial analysis clearly in writing and presentations • FinTech, mortgage technology, lending technology, or adjacent financial data experience preferred • Private equity portfolio-company experience and contributions to board reporting materials preferred • Prior CFO experience preferred, although strong step-up finance leaders are welcome • Experience with M&A, post-merger integration, company growth, and exit preparation preferred • Familiarity with QuickBooks, subscription billing platforms, Rippling, Ramp, or comparable systems preferred • Chicago-area location preferred, but Chicago residence and relocation are not requirements • Ability to complete the selection process, including a finance case study; NDA required before the case-study stage

🏖️ Benefits

• Comprehensive benefits, including health insurance and remote work • Bonus may be included in total cash compensation; base/bonus split unspecified • Equity may be discussed if applicable