Chief of Staff to the CFO, EverCommerce
$150-170k
+ Employee Stock Purchase Program
Integrated SaaS solutions
Job no longer available
Integrated SaaS solutions
1001+ employees
Job no longer available
$150-170k
+ Employee Stock Purchase Program
1001+ employees
Company mission
To transform commerce for the service economy.
Role
Who you are
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or CPA preferred
- Minimum of 7 years of experience in a strategic or operational leadership role, preferably in finance or consulting with high functioning knowledge of finance and accounting across operations, process and procedure
- Experience working in or with publicly traded companies is highly desirable
- Strong business and financial acumen and understanding of financial statements, budgeting, and forecasting
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software and ERP systems
- Excellent project management skills with the ability to manage multiple initiatives simultaneously
- Exceptional communication skills, both written and verbal, with the ability to interact effectively with senior executives and stakeholders
- Strong leadership qualities, with the ability to influence and drive change across the organization
- Strategic thinker with the ability to anticipate challenges and identify innovative solutions
- High level of integrity, discretion, and confidentiality
- Strong organizational skills and attention to detail
- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
- Willingness to work non-traditional hours of operations as a strategic member of the leadership team driving a significant agenda for change and growth
What the job involves
- The Chief of Staff to the CFO plays a pivotal operational and strategic role, acting as a key partner and trusted advisor to the CFO in leading the finance organization and driving critical initiatives across the company
- This highly visible and facilitative role requires a balance of focus, flexibility, and the ability to manage a wide range of strategic and operational responsibilities
- The Chief of Staff will ensure seamless coordination within the finance function and across departments, supporting the CFO’s agenda and leading cross-functional initiatives to ensure effective execution of company goals
- This is a key strategic role, designed for a dynamic, forward-thinking leader who excels in both strategy and execution, and is excited to contribute to the overall growth and success of the company
- Collaborate with the CFO to develop, communicate, and execute the company’s financial strategy, objectives, and performance metrics
- Lead the coordination and planning of Board and committee meetings, ensuring alignment of agendas and preparation and review of materials to meet deadlines and deliver key insights to stakeholders
- Drive the preparation and execution of internal Quarterly Business Reviews (QBRs), aligning stakeholders and ensuring impactful content that reflects financial and operational performance
- Track progress on financial goals, ensuring milestones are met and providing updates to the CFO on critical initiatives
- Serve as a key liaison between the CFO and finance leadership team, ensuring clear communication and strategic alignment across the finance organization
- Manage the day-to-day operations of the CFO’s office, including meeting, participation, coordination, agenda development, and follow-up on action items to ensure continuity in decision-making and execution
- Lead special projects and initiatives assigned by the CFO, ensuring timely execution and achievement of objectives
- Partner with other executives (e.g., President, COO, BU CEOs, Legal, HR) to drive strategic, company-wide initiatives, ensuring alignment with the CFO’s goals
- Facilitate collaboration between finance and other business units to optimize operational processes and drive business performance
- Act as a liaison for the CFO, engaging with both internal and external stakeholders to address inquiries, requests, and ensure alignment with corporate priorities
- Assist the CFO in analyzing financial data, reviewing financial models, and evaluating strategic business opportunities
- Provide insights and recommendations based on financial analysis to enhance the CFO’s decision-making processes and support key initiatives
- Draft and review executive communications, presentations, and reports for the CFO, ensuring alignment with corporate messaging and strategic priorities
- Coordinate and prepare for high-level executive meetings, including setting agendas, preparing materials, and ensuring follow-through on decisions made
- Represent the CFO in meetings when necessary, articulating the CFO’s perspective and maintaining alignment with organizational goals
- Support the development and mentorship of the finance leadership team, promoting skill enhancement and career growth opportunities
- Foster a collaborative, high-performance culture within the CFO’s office and across the finance team
- Guide and mentor junior team members as needed to build capabilities within the organization
- The role is intended to be a 2-year commitment to best onboard, learn and leverage to the finance organization
- Progression for career advancement within finance or business operations after serving in the CoS capacity
- Coordinating with GC on Board and Committee Agendas, calendars, deadlines, including facilitation of review meetings and adherence to deadlines
- Maintain a rolling 12-month calendar with an eye toward ensuring all upcoming deadlines are maintained in coordination with committed deadlines
- CFO Strategic prioritization setting/roadmaps and ensuring a deadline driven approach with CFO leadership team
- Ensuring coordination amongst CFO leadership team for agenda setting of each leadership team meeting ensuring maintaining a strategic rather than tactical focus
- Key Project Management areas:
- Finance wide calendar maintenance
- Weekly executive leadership meetings & agendas
- Monthly leadership team meetings & agendas
- CFO Town Halls
- Annual budget process and deadlines
- Monthly forecast process and deadlines
- Coordination on quarterly earnings process and deadlines
- Annual team planning meetings
- Talent management coordination meetings
- Maintaining coordination on strategic priorities: RPO, Internal Controls, Global Workforce Strategy, Coordination with Strategic Implementation Partners, Procure to Pay initiatives, Treasury Process Management and Improvements, Preparation materials for key meetings
Our take
Denver-based EverCommerce is a service commerce platform that offers vertically tailored SaaS solutions for more than half a million global service-based SMBs. Its goal is to accelerate digital transformation across various industries within the service economy, which has proved to have done when considering its recent growth in customers.
The company, which specializes in Home Services, Health Services and Fitness & Wellness Services, serves to accelerate growth, streamline operations and increase retention. By automating these processes, EverCommerce enables clients to focus on simply growing their businesses. Despite increased macroeconomic headwinds in recent years, affecting the marketing services solutions, the company still delivers double-digit growth and solid profitability.
In 2021, EverCommerce acquired DrChrono and through this both companies are able to share their commitment to helping SMEs thrive. In fact, EverCommerce has become somewhat of a beast in its trade having acquired almost 30 companies, multiple in each year. This has enabled it to adopt a broad array of features to offer its growing customer base
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Jan 2020
$20m
GROWTH EQUITY VC
Apr 2017
$12m
SERIES A
Total funding: $36.2m
Company benefits
- Flexibility to work where/how you want – in-office, remote, or hybrid
- Robust health and wellness benefits, including an annual wellness stipend
- Continued investment in your professional development through Udemy
- 401k with company match
- Flexible and generous paid time off
- Employee Stock Purchase Program
Company values
- We hold each other accountable for treating everyone with respect. Kindness is at the heart of who we are
- We are united. We win, fail, and grow as a team. We believe teamwork does make the dream work
- We embrace diversity and inclusion. Inclusivity fuels innovation, enriches experiences, and promotes belonging
- We are a team of perpetual learners motivated to grow ourselves and the company. We strive to do and be better
- We welcome new ideas and are energized by transformation that drives innovation, and our collective growth
- We serve the needs of our customers, focusing on excellence and innovation. When they succeed, we succeed
- We empower our team to do their work in the environment that is best suited for their role and enables company success
Company HQ
River North Art District, Denver, CO
Articles
Leadership
Matthew Feierstein
(President & COO)Former President at PaySimple. They were also the COO at Pronto.
Chris Alaimo
(CTO)They have extensive history as a VP of Engineering at various companies. Former CTO at PaySimple.
Eric Remer
(CEO)Co-founded I-Behavior, Conclave Group LLC and PaySimple.
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