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Financial Director

PhoenixProConnect, LLC
Boca Raton, FL Full Time
POSTED ON 8/5/2025 CLOSED ON 9/3/2025

What are the responsibilities and job description for the Financial Director position at PhoenixProConnect, LLC?

Represented by Phoenix Pro Connect

Phoenix Pro Connect, a premier executive search and professional staffing firm with over 25 years of experience, is proud to represent a fast-growing, investor-backed high-tech/SaaS startup preparing for a UK IPO.



PLEASE READ -COMPENSATION RANGE: $140-150k BASE - Heavy equity & bonuses.



About the Opportunity:

This is a unique opportunity for a hands-on finance executive to step into a strategic leadership role while actively building the financial infrastructure of a company poised for rapid growth. The CFO will work side-by-side with the investment firm’s accounting team to manage the monthly close, support IPO readiness, and eventually scale the internal finance team.


Key Responsibilities:

  • Own and execute the monthly close process in collaboration with the investment accounting team
  • Oversee and implement financial systems, reporting tools, and scalable infrastructure
  • Lead IPO readiness efforts and ensure compliance with UK reporting standards
  • Contribute to or manage SEC reporting requirements as applicable
  • Establish internal controls, policies, and audit preparation procedures
  • Partner directly with investors and the executive team on financial strategy and communication
  • Lead capital-raising efforts and manage cash flow, budgeting, and forecasting
  • Provide strategic and financial leadership as the company scales
  • Recruit, hire, and develop a high-performing finance team as the company grows

Ideal Candidate:

  • CPA required; MBA or advanced degree is a plus
  • 10 years of progressive financial leadership, ideally in high-growth tech or SaaS companies
  • Experience with public/private environments, and strong understanding of subscription revenue models
  • Prior involvement in IPO preparation (UK IPO experience a major advantage)
  • Strong SEC reporting background
  • Proven experience raising capital and working closely with investment firms
  • Hands-on with financial operations and systems implementation
  • Comfortable managing detail (month-end close) while also operating strategically
  • Confident communicator, team builder, and problem solver

Why Join?

  • Immediate opportunity to lead all financial functions and make a tangible impact
  • High equity potential and direct access to investors and founders
  • Build your own finance team over time
  • Be part of a dynamic, fast-paced environment at a key inflection point

Apply Through Phoenix Pro Connect

  • This is more than a CFO role—it’s a rare opportunity to help shape the trajectory of a promising tech startup on the path to IPO.

Salary : $140,000 - $150,000

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Job openings at PhoenixProConnect, LLC

PhoenixProConnect, LLC
Hired Organization Address Boca Raton, FL Full Time
Overview Phoenix Pro Connect is supporting a technically advanced company in the artificial intelligence, robotics, and ...

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