Chief Financial Officer

2 weeks ago

Toronto, Canada Klass Full time

**Role: Chief Financial Officer (CFO)**

**Reports to: CEO/Founder**

**Location: Anywhere in Canada**

**Type: Full Time / Permanent**

**About Coconut Software
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.

To date we have raised $40 Million and have been able to double revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.

**Chief Financial Officer (CFO)**

This is your chance to make a difference and have a large impact at a high growth SaaS company We are looking for an experienced, dynamic, and inspiring financial leader to take Coconut to the next stage as we scale.

As the CFO, you will be responsible for the financial operations of the business and you will be accountable for the planning, implementation and control of all financial-related activities, including the development of future financial and operational strategies. The CFO is a strategic partner to the CEO and COO, and will be expected to operate at the executive level to contribute to the company's vision and plans for growth, ensuring a deep understanding of the business' needs and strategic direction.

You're fired up to bring people, passion and performance together. As the CFO, you will report directly to the CEO. This role will require up to 25% travel within North America

**Responsibilities**
- Financial Leadership _
- Act as an advisor to the business and to the CEO
- Lead, coach, and motivate high performing finance and accounting teams
- Key player in formulating the company's future strategic direction
- Formulate strategies that drive improvement across top and bottom-line growth, along with shareholder value
- Develop and maintain a comprehensive financial model to manage growth
- Report financial results and key results (monthly, quarterly and annually) to the management team, board of directors and stakeholders
- Build and maintain a best in class financial operation, including financial and operational systems, processes and procedures
- Responsible for reviewing and implementing financial tooling and systems to drive efficiencies as the company scales
- Manage cash - monitor cash balances and cash forecasts
- Ensure sufficient runway to fund the company's aspirations
- Play a key role in leading any fundraising activities
- Build strategic relationships with investors and strategic partners
- Financial Operations_
- Manage the accounting, investor relations, legal, tax, and treasury functions
- Manage the accounting and corporate taxation for Canadian and US entities
- Oversee the accounting and reconciliation for all revenue streams
- Oversee the company's invoicing and payment reconciliation process
- Lead acquisition due diligence and M&A integration as required
- Assist with negotiation and management of contractual agreements with customers, partners and suppliers
- Provide support and leadership to the sales and marketing organization on new and existing revenue streams and models
- Controls and Compliance_
- Maintain relations with the company's external auditors and deliver final audited statements for Board approval within prescribed timelines
- Manage the company's relationship with external stakeholders - ensure compliance with all debt covenants and monthly/quarterly/annual reporting requirements
- Understand and mitigate key elements of the company's risk profile
- Maintain appropriate insurance coverage
- Ensure that the company complies with all applicable legal and regulatory requirements

**Requirements**:
**Qualifications and Experience**
- 8-10+ years of experience in progressive leadership roles in Finance/Accounting managing a team. (ie. VP, CFO)
- Experience building and leading high functioning Finance teams of 10 to 20 employees
- Experience scaling and leading Finance at a high growth SaaS businesses, including experience at a company with over $50 million in revenues
- CPA designation
- MBA is an asset
- Experience with M&A and experience with a "successful exit" of a company (ie. sale to a strategic acquirer, IPO, etc.)
- Experience working with, and preparing reports for a Board of Directors
- Experience with fundraising successfully: $30 million+
- Strong knowledge of the financial services industry is an asset
- Corporate Development experience is an asset
- Experience outside Canada, specifically in the US
- Experience working effectively with remote teams including executive and leadership

**Skills & Attributes**
- Data and metrics driven with ex

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