CFO

About Our Client (Confidential) Our client is a rapidly growing, venture-backed legal-tech SaaS company that replaces outdated client-communication workflows with an AI-powered, API-driven engagement platform.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

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.

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