Drive end-to-end M&A deal execution including target evaluation, financial modeling, due diligence, and transaction structuring.
Build and manage a repeatable acquisition pipeline with disciplined CRM and playbooks to support 10+ quality acquisitions annually.
Partner cross-functionally with finance, legal, HR, and operations to ensure smooth deal handoffs and post-close integration.
Scientific Safety Alliance (SSA) accelerates life sciences innovation by removing operational friction for pharmaceutical, biotech, hospital, and research facilities. SSA is a 100% founder- and employee-owned company that has created over $300M in enterprise value through disciplined growth and 21 acquisitions, and it continues to be recognized as one of the fastest growing privately held companies.
Design and improve accounting structures, chart of accounts, and reporting lines across multiple entities.
Run and improve close, reconciliations, intercompany balances, and recurring reporting across the portfolio.
Support acquisition work including target analysis, diligence, seller number verification, and post-acquisition tracking.
Everis is a founder-led business focused on buying, operating, and improving small software companies and apps for the long term. The company is a small portfolio structure where the finance hire will work directly with the founder, emphasizing high trust and significant responsibility.
Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.
Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.
Own end-to-end financial operations including close, reporting, controls, payroll, and treasury.
Lead budgeting, forecasting, long-range planning, and SaaS metrics like ARR, churn, and LTV.
Manage finance tech stack, process improvements, and compliance across audit, tax, and sales tax.
Edisyl is a startup building scalable financial infrastructure, combining accounting and FP&A responsibilities into a single role. The company has a lean team with one internal accounting FTE and an outsourced bookkeeping firm, fostering a culture of hands-on ownership and strategic partnership.
Immerse yourself in Bastion's financial infrastructure and review all active regulatory reporting obligations.
Build the FP&A rhythm the business needs and take ownership of all regulatory reporting with a clear audit trail.
Own the annual planning process and develop your team to scale the finance function for increasing regulatory complexity.
Bastion builds regulated financial infrastructure for modern businesses, offering stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails. It is a startup that prioritizes a compliance-first approach to risk management and holds appropriate licenses under a NYDFS trust charter.
Work directly with leadership on the company’s highest-priority questions and initiatives, owning the core financial model and building dashboards for decision-making.
Drive board and investor reporting, design AI workflows, and partner cross-functionally to solve complex operational problems quickly.
Create structure where none exists yet, building financial infrastructure and reporting rhythms that shape the next stage of growth.
Outmarket is an AI-powered platform for commercial insurance agencies, helping them grow revenue and reduce E&O risk without adding headcount. We are a remote-first startup building for the AI era, with a culture that values high impact, autonomy, and building from scratch.
Build and own deal models for every land opportunity, including acquisition economics, financing, and development phasing.
Turn each model into a clear go/no-go business case with a stated recommendation for leadership and investors.
Run the financial workstream of due diligence on target land and entities, feeding findings back into the model.
Rubix designs and delivers end-to-end AI data center infrastructure, from site origination to long-term operations. It is part of the Submer Group and offers a fast-scaling, entrepreneurial environment with significant ownership.
Heads M&A strategy, pipeline, and execution including diligence, valuation, and deal closing.
Owns post-close integration planning and cross-functional leadership to realize deal value.
Partners on de novo development and strategic partnerships to scale operations.
Groups provides value-based addiction care, expanding its clinical model into new states and markets. As an executive team member, this leader drives M&A and strategic growth in a mission-driven organization.
Own the monthly BvA process end to end, building reporting and partnering on variances.
Support pre-IPO readiness to ensure reporting meets public-company standards.
Maintain the consolidated forecast across P&L, balance sheet, and cash flow.
HighLevel is an AI-powered business OS helping agencies and SMBs build, automate, and scale. With 2,000+ employees across 10+ countries, it's a global remote-first organization.
Lead strategy, roadmap, and operations for core financial systems including ERP, Order to Cash, Procure to Pay, and Financial Planning tools.
Define and govern financial data architecture, ensuring accurate and auditable data flows across Finance, Accounting, Data Engineering, and GTM Systems.
Own the FP&A planning platform as administrator and strategic architect, maintaining data model integrity and developing a long-term roadmap.
Vanta helps businesses earn and prove trust by automating security monitoring for compliance standards. They have a kind and talented team with diverse backgrounds, building the leading Trust Management Platform.
Own the annual planning and quarterly forecasting process end-to-end, driving alignment across GTM, EPD, and G&A.
Serve as the primary financial business partner to the executive team, delivering board-ready financial packages and investment frameworks.
Build and maintain the company's long-range financial model, tracking ARR, NRR, CAC/LTV, and unit economics across all customer segments.
Vanta provides a Trust Management Platform that helps companies build, maintain, and demonstrate trust through continuous security monitoring. The company has thousands of customers and fosters a kind, inclusive culture with a diverse team.
Lead corporate development strategy including M&A sourcing, evaluation, negotiation, and execution.
Oversee due diligence, financial modeling, valuation, and post-acquisition integration activities.
Partner with executive leadership on market expansion, strategic partnerships, and long-term growth planning.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. As a partner company, they match top-fitting candidates to roles and share applications directly with employers.
Lead finance operations and revenue cycle management for a $200M+ healthcare franchisee.
Oversee RCM, financial reporting, cash flow forecasting, and cross-functional partnership.
Prepare the finance function for a likely PE-backed exit within 3-5 years.
They are a rapidly scaling home infusion franchisee spanning the Midwest with over $200M in revenue. They are seeking a Head of Finance to build and professionalize the finance function and drive growth toward a strategic exit.
Lead the company's inorganic growth strategy, shaping and executing M&A, investments, and partnerships to accelerate growth and enhance shareholder value.
Serve as a trusted advisor to executive leadership and the Board, providing strategic insights on market trends and competitive dynamics.
Drive disciplined execution from opportunity assessment through integration, ensuring alignment with business strategy and long-term value creation.
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community engagement.
Lead and execute financial due diligence reviews for potential acquisitions of small businesses.
Develop financial analyses and pro forma models to support investment decision-making.
Collaborate with legal, tax, and operational teams to ensure a holistic due diligence approach.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, the company operates subsidiaries with over $400 million in revenue across 40+ industries and 30 states, with a culture that values work-life balance and growth.
Own deal coordination and executive alignment across integration leadership, finance, product, and business unit teams.
Manage integration financial planning and P&L targets, including reconciling headcount plans and tracking financial commitments.
Drive close readiness across multiple workstreams, coordinating operations, IT integration, and communications.
ServiceNow is an AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter. The company is large and fosters an AI-native culture where technology and talent are unstoppable together.
Lead major business projects and M&A activities impacting Americas subsidiaries and Tokyo headquarters.
Manage fleet operations of 1,500 vehicles across North America.
Develop budgets, track costs, and report results to senior management.
FUJIFILM Holdings America Corporation redefines innovation across healthcare, photography, semiconductors, and data storage. With over 70,000 employees globally and 23 affiliate businesses across the Americas, the company fosters a flexible work environment and dynamic culture.
Lead financial strategy, planning, and operational improvements while supporting executive decision-making.
Partner with senior leadership to define, monitor, and improve key performance indicators across the organization.
Build and maintain financial forecasting tools, operating models, and reporting frameworks to improve business predictability.
The company is a fast-scaling technology company that leverages AI-powered matching to streamline hiring processes. It offers a remote-first environment with a collaborative culture focused on innovation, customer impact, and continuous improvement.
Execute all aspects of the M&A process, including sourcing opportunities, evaluating targets, and conducting due diligence.
Build and maintain financial models, including valuation and synergy analysis, to support deal evaluation.
Manage stakeholder relationships with investment bankers, advisors, and internal teams to drive transactions.
A-LIGN is a leading provider of high-quality, efficient cybersecurity compliance programs, offering services like SOC 2, HITRUST, FedRAMP, and PCI. They are a fast-paced company with a focus on growth and employ experienced auditors supported by audit management technology.
Partner with Product & Engineering and Go-to-Market functions to own the strategic financial framework and influence business-critical decisions.
Lead capital allocation, define operational and financial KPIs, and drive growth efficiently through forecasting and resource planning.
Hire and mentor a high-performing finance team while spearheading AI-enabled process improvements.
HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs to build, automate, and scale. With over 2,000 team members across 10+ countries, we operate as a global, remote-first organization built for speed and ownership.