About the role

Remote (U.S.) | Travel to San Francisco ~4x/yearI'm partnering with a founder-led, high-growth professional services organization seeking a Director of Finance & Operations to serve as the CEO's strategic partner and help lead the company's next phase of growth. This is an executive-level opportunity for a hands-on leader who enjoys improving businesses through operational excellence, financial discipline, AI-driven automation, and scalable processes.
What You'll Be Responsible For:
  • Leading Finance and Operations under one accountable leader
  • Driving financial planning, forecasting, cash flow, and profitability
  • Improving customer and program profitability reporting
  • Leading operational transformation through workflow redesign and automation
  • Developing executive dashboards and KPI reporting
  • Partnering with the CEO to improve execution, scalability, and decision-making
  • Leading and developing a small Operations team while mentoring the Controller
What We're Looking For:
  • 10+ years of Finance and Operations leadership experience
  • Experience supporting organizations with $10M+ in annual revenue (ideal: $15M–$50M)
  • Strong background in FP&A, budgeting, forecasting, P&L, cash flow, and executive reporting
  • Proven experience improving operational processes and leading organizational change
  • Salesforce (or similar CRM) experience
  • Hands-on experience leveraging AI to improve business operations
  • Experience in founder-led or entrepreneurial environments is highly preferred
  • Preferred industry backgrounds include:
  • Professional Services
  • Management ConsultingHR Consulting
  • Learning & Development
  • Staffing & RecruitingIT Managed Services (MSPs)
  • Managed Accounting / Back Office Services
  • Why Consider This Opportunity?
  • Executive leadership role reporting directly to the CEOOpportunity to influence company strategy and long-term growth
  • Highly autonomous, collaborative, and innovation-driven environment
  • Remote role with a high level of visibility and impact
Compensation: $170K–$190K base + 10–20% annual bonus
Comprehensive Medical Insurance Dental Insurance Vision InsuranceEmployer-Paid Life & AD&D InsuranceEmployer-Paid Short-Term Disability Employee Assistance Program (EAP) Travel Assistance Program Health Savings Account (HSA) Pre-Tax Commuter Benefits Wellness & Employee Perks Programs

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JOB OVERVIEW

Salary

$170 K–$190 K

Experience level

Manager

Location

San Jose, CA

Occupation

Financial Managers

Industry

Administrative Management and General Management Consulting Services

Posted

3 days ago

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