Director of Finance (Saas/Marketplace) - #34589

Company Profile:

Our client is the leading platform connecting Nurse Practitioners (NPs) with collaborating physicians across the United States. Their service streamlines an often-complex process—enabling NPs to quickly, affordably, and confidently find physician collaborators to meet state requirements and launch their practices.

An exciting leadership role for a results-driven finance professional eager to shape global partnerships with a purpose-driven, innovation-focused team

Overall purpose and responsibilities of the role:

The role covers end-to-end financial strategy, planning, and controls. Key responsibilities include building forecasts and cash models, turning insights into actions for margin and EBITDA improvement, and managing data/BI systems with clear metric definitions and dashboards. It also involves fast, accurate accounting close with proper controls, direct ownership of contractor and marketplace payouts, and running a comprehensive KPI system across revenue, margins, OpEx, CAC/LTV, cash runway, and forecast accuracy

Duties and Responsibilities:

Strategy & FP&A

• Build a driver-based 12-month forecast and 13-week cash model with scenarios (pricing/take-rate tests, churn shifts, ACH vs card mix, discounts).
• Translate insights into actions: margin improvements, pricing guardrails, headcount plan, and “levers to hit target EBITDA & runway.”

Data & BI

• Own metric definitions and the data model from ERP/PSP/CRM → BI (any modern stack).
• Ship exec dashboards and weekly KPI readouts; maintain forecast vs actuals and variance/MAPE.

Accounting & Controls

• Fast monthly close (≤5 biz days); subscription/marketplace revenue recognition; payout/fees reconciliation (Stripe/Adyen/PayPal or similar).
• Establish lightweight controls, dispute tracking, and audit-ready files.

Payouts

• Direct ownership of internal contractor & and marketplace contractor payouts with Stripe connect

KPI system you’ll run

• Net Platform Revenue & MRR (post fees), LQA ARR, Realized Take-Rate % (NetRev ÷ GMV)
• Payment Cost % of GMV (blended), ACH/Fee Pass-Through %
• Gross Margin % (post processing), Contribution Margin % (post variable ops)
• OpEx (monthly) & OpEx % of NetRev, EBITDA $ / %, Rule of 40
• CAC Payback (blended), LTV:CAC, Burn Multiple (Net Burn ÷ Net New ARR)
• Cash balance & runway, DSO, AR>30d aging
• Refunds + Chargebacks % of NetRev, Stripe dispute win rate, payout lag
• Forecast accuracy (MRR) — MAPE, Budget vs Actual variance, Breakeven GMV/Orders

Requirements

Must-have Skills / Qualification:

• Bachelor’s or master’s degree in finance or accounting.
• CPA or CFA certification is a plus but not required.
• 3–5+ years of finance experience in SaaS/marketplace or staffing agency environments (required).
• Proficient in Excel/Google Sheets; fluent in BI tool (Power BI, Tableau, Looker, Metabase).
• SQL experience is an advantage.
• At least two exposures to ERP/PSP-agnostic systems (e.g., NetSuite, Intacct, QuickBooks, Odoo, Zoho; Stripe, Adyen, PayPal).
• Strong communication skills with the ability to brief the CEO/Board and translate analysis into action.

Job type: Permanent

Emp type: Full-time

Schedule: Monday - Friday, 9:00 AM - 6:00 PM EST

Location: Work From Home

Industry: Marketplace/Healthcare