Available Openings:

Position: Chief Financial Officer
Location: Morristown, NJ


Overseeing the finance department of a rapidly growing AI technology company serving enterprise-level clients worldwide. Reporting directly to the Chief Executive Officer, the Chief Financial Officer, in partnership with the Board and C-Suite executives, is responsible for managing and communicating the company’s financial position including liquidity, reporting, risk, planning and forecasting as well as other duties as may arise including capital formation and M&A. The CFO brings a cross-section of financial expertise and solution-driven approaches, developed through a senior executive career.

The position is based out of our US Head Office in Morristown, NJ.


Financial Reporting and Control

• Oversee the issuance of financial information and prepare MD&A
• Personally review and approve all regulatory filings (when the company is publicly held) and ensure full compliance with listing authority
• Development of full public company reporting on a quarterly and annual basis
• Report financial results to the board of directors
• Serve as the primary point of contact with external audit firm, ensuring timely and accurate completion, filings and follow-up; as well as, process integrity, oversight and adjustments as needed
• Establish and maintain highly efficient business systems and the culture required to proactively forecast and control future financial outcomes, including annual budgets, short-term and long-term financial plans and forecasts.
• Assist in formulating the company’s future direction and supporting tactical initiatives
• Monitor and direct the implementation of strategic business plans
• Develop financial and tax strategies including transfer pricing
• Manage the capital request and budgeting processes
• Develop performance measures that support the company’s strategic direction

Risk Management

• Understand and mitigate key elements of the company’s risk profile
• Monitor all open legal issues involving the company, and legal issues affecting the industry
• Maintain appropriate insurance coverage
• Ensure that the company complies with all legal and regulatory requirements
• Ensure that record keeping meets the requirements of auditors and government agencies
• Report risk issues to the audit committee of the board of directors
• Maintain relations with external auditors and investigate their findings and recommendations


• Participate in key decisions as a member of the executive management team
• Maintain in-depth relations with all members of the management team
• Manage the accounting, tax, and treasury departments
• Oversee the financial operations of subsidiary companies and foreign operations
• Implement operational best practices
• Manage and development of existing and new staff and executive share option incentive plans
• Supervise acquisition due diligence and negotiate acquisition


• Supporting the CEO and COO with the sales process of large customers/prospects
• Building relationships with key customers
• Supporting rapid growth in a dynamic environment
• Sales chops and connections


• Monitor cash balances and cash forecasts
• Arrange for debt and equity financing
• Invest surplus capital

Investor Relations

• Key investor relations contact
• Working with CEO and General Counsel to answer shareholders questions and/or requests
• Assist in preparation of regular shareholder updates


• 10+ years of related financial experience with recent experience as CFO or VP of Finance at a fast growing SaaS or software company, with strong familiarity with software revenue recognition, metrics, and best practices
• Must have public company experience at CFO level (US &/or Canadian)
• Bachelor’s degree in accounting, finance, business administration or related field
• CPA, MBA or equivalent
• Diversity of experience and exposure to a wide range of complex business models with a software (SaaS)
• Ability to operate autonomously within highly complex environments
• Ability to contextualize near-term data points into long-term impact
• Outstanding knowledge and understanding of GAAP, IFRS and SOX compliance reporting.
• ERP Systems Experience – NetSuite experience an advantage
• Able to thrive in a fast-paced environment and meet the demands of multiple constituents while building the company for growth
• Demonstrated leadership ability, team management, and interpersonal skills
• Strong understanding of corporate governance

Seniority Level

Computer Software, Information Technology & Services

Employment Type

Job Functions
Finance, Accounting/Audit, Management