Head of Finance

Responsibilities

• Lead the health, growth & financial performance of the business through disciplined yearly, quarterly, monthly, and weekly planning, goal setting, and operating cadences.
• Build and institutionalize a data-driven operating system, including KPIs, dashboards, and performance management routines.
• Oversee the development and continuous evolution of the company’s financial and operational roadmap aligned to growth targets.
• Develop financial business intelligence dashboards to provide real-time visibility into operational and financial performance.
• Author and partner cross-functionally to deliver the company’s long-term strategic plan, aligned to scaling from $27M to $100M and beyond.
• Lead development of the mid- and long-term financial model, including scenario planning, market expansion analysis, and investment prioritization.
• Evaluate new business opportunities, service lines, and geographic expansion strategies through a financial and ROI-driven lens.
• Serve as a strategic business partner to leadership, guiding long-, mid-, and short-term decision-making to drive profitable growth and operating leverage.
• Own the creation and management of annual budgets, rolling forecasts, and performance targets aligned with strategic objectives.
• Establish and lead financial reporting rhythms that provide actionable insights and support executive decision-making.
• Consolidate and analyze financial data (budgets, forecasts, income statements), identifying trends, risks, and opportunities.
• Develop robust financial models, including unit economics, productivity metrics, and scenario analyses.
• Provide recommendations to optimize cost structure, improve margins, and drive overall financial health.
• Oversee all accounting operations, ensuring accurate and timely general ledger management, financial reporting, and close processes.
• Build and scale accounting processes, systems, and internal controls to support a multi-entity, high-growth organization.
• Produce accurate and timely financial reports for leadership.
• Ensure compliance with all federal, state, and local regulations.
• Oversee billing, collections, and working capital management.
• Manage relationships with external partners (CPA firms, auditors) and oversee tax planning, filings, and compliance.
• Support payroll processes, including variable compensation and incentive structures.
• Develop and execute a long-term capital strategy to support scaling to $100M and the long-term $1B vision.
• Actively manage cash flow, liquidity, and banking relationships.
• Build and manage relationships with financial institutions, private equity, venture capital, and other capital partners.
• Partner cross-functionally to evaluate financial impact of key business decisions.
• Lead financial and operational infrastructure for expansion into new markets across the US, Latin America, Europe, and Asia.
• Oversee procurement and vendor management processes.
• Drive implementation of secure, scalable systems and tools.
• Serve as the financial lead for all M&A activity, including target evaluation, financial diligence, and deal structuring.
• Act as the primary financial interface with ownership groups, investors, and acquisition targets.
• Lead post-acquisition integration efforts.

Requirements

• 10+ years of progressive finance leadership experience, with a strong emphasis on FP&A, Controllership, strategic planning, and scaling high-growth businesses.
• Proven experience partnering with executive leadership to drive business performance, growth, and operational efficiency.
• Demonstrated success in building global financial infrastructure and processes in a scaling organization (preferably from $10M–$100M+).
• Strong financial modeling, analytical, and problem-solving capabilities.
• Experience in staffing, professional services, or people-based business models is strongly preferred.
• Exposure to capital strategy, fundraising, banking relationships, and/or M&A activity is a plus.
• High learning agility, strong business acumen.
• Bachelor’s degree in business, finance, accounting, or economics required; MBA, CPA, or CFA strongly preferred.
• Advanced proficiency in Excel and experience with BI/visualization tools such as Power BI or Tableau preferred.

About [Employer hidden — sign up to reveal]

[Employer hidden — sign up to reveal] is a high growth talent & organizational solutions firm. Through Talento Recruiting, we are transforming the customer experience standards in the recruiting services arena. The company was founded in 2017 with the belief that human capital should be viewed as an asset on the balance sheet. Benefits include: culture focused on advancement, health/dental/vision insurance, unlimited PTO, hybrid work environment.

Company Details

[Employer hidden — sign up to reveal] is a global human capital, management consulting & ventures firm with 250 associates in multiple cities including Miami, Los Angeles, New York, Houston, Seattle, Medellin, Caracas, Newcastle – UK and Middlesborough – UK.