Director of Finance 

We are seeking a highly motivated and experienced Director of Finance to join our growing SaaS company. This critical leadership role will oversee the company’s financial planning and analysis (FP&A) processes, support strategic decision-making, and ensure overall financial health. The ideal candidate will be a hands-on leader with a strong foundation in accounting and financial analysis, blending strategic insights, technical expertise and operational excellence.  

This is a fully remote position. While candidates can be located anywhere, preference will be given to those on the East Coast of the United States. 

This is a direct hire role only no third parties or agencies. 

Key Responsibilities:  

Financial Planning & Analysis (FP&A): 

  • Lead the development and execution of the annual budget, quarterly forecasts, and long-term financial plans. 

  • Provide insightful financial analyses and reporting to support strategic initiatives and business decisions. 

  • Develop and track key performance indicators (KPIs) across all functional areas, focusing on SaaS metrics such as ARR, CAC payback, LTV, and churn. 

Accounting & Compliance: 

  • Oversee the company’s accounting operations through management of an outsourced accounting firm. 

  • Ensure timely and accurate financial reporting in compliance with GAAP and other relevant standards. 

  • Oversee monthly, quarterly, and annual close processes. 

  • Manage internal and external audits and ensure compliance with tax and regulatory requirements. 

Strategic Leadership: 

  • Partner with the executive team to support growth strategies, product launches, and market expansion. 

  • Provide scenario modeling and risk analysis for potential business opportunities. 

Operational Excellence: 

  • Optimize cash flow management and ensure proper allocation of resources. 

  • Collaborate with department leaders to manage budgets and improve financial discipline across the organization. 

  • Identify and implement process improvements and automation initiatives within the finance function. 

Qualifications: 

Education & Certifications: 

  • Bachelor’s degree in Finance, Accounting, or related field 

  • Certified Public Accountant (CPA) certification a plus 

Experience: 

  • 6–8 years of progressive experience in finance and accounting roles  

  • Experience working in a PE or VC-backed company 

  • Experience in SaaS, technology, or subscription-based business models is strongly preferred 

  • Proven track record in FP&A, including budgeting, forecasting, and financial modeling 

 

Skills & Competencies: 

  • Deep understanding of SaaS metrics and business models 

  • Advanced proficiency in financial tools (e.g., Excel, ERP systems, and BI platforms) 

  • Exceptional communication and presentation skills, with the ability to distill complex financial data into actionable insights 

  • Strong leadership skills and a collaborative mindset 

  • Detail-oriented and highly organized, with a proactive approach to problem-solving 

 

About LineSlip Solutions: 

LineSlip Solutions was founded by entrepreneurs with over 40 years of commercial insurance experience as brokers, producers, underwriters, and executives. LineSlip has created a unique data visualization platform, purpose-built for the commercial insurance industry, that uses technology to automatically extract and organize data previously locked in binders, policies, proposals, and other insurance documents. With LineSlip solutions users can easily visualize data, automate reporting, and make smarter, more informed business decisions that affect the bottom line. LineSlip Solution is actively working with some of the country’s leading risk managers, insurance brokerage, private equity, and real estate firms. 

LineSlip Solutions is an equal opportunity employer.