Hybrid

Octave is hiring a Chief Financial Officer (CFO)

About the Role

Octave is hiring a Chief Financial Officer (CFO) to own the entire finance function, from accounting and controls to strategic planning and automation. You will build a high-performance financial system that fuels growth and supports the company's evolution from a services-led organization to a product-driven, AI-enabled growth engine.

What You'll Do

  • Lead the company's financial planning and analysis (FP&A) process, aligning financial goals with revenue, product, and delivery outcomes.
  • Partner with the CEO to refine and operationalize a 3-year financial model connecting SaaS ARR, productized solutions, and reseller revenue.
  • Lead all GAAP accounting, tax, insurance, and audit processes with precision.
  • Implement a scalable controller function (closing books by the 5th business day) and robust financial governance.
  • Partner with IT and operations to modernize financial systems, integrating platforms and dashboards.
  • Assess automation ROI and champion initiatives that drive 80/20 impact.
  • Own the company’s SaaS financial metrics (ARR, NRR, CAC payback, churn, LTV).
  • Partner with Revenue Operations to optimize go-to-market investments, forecast ARR growth, and create scalable pricing and commission structures.
  • Lead and mentor a finance team that thrives on automation, accuracy, and insight.
  • Partner with HR to evolve compensation and incentive frameworks aligned with long-term value creation.
  • Lead all financial operations for the InfoTrust Foundation (501(c)(3)).
  • Partner with HR and PEOs to ensure smooth, compliant international operations.

What We're Looking For

  • 10+ years in finance leadership, ideally in a SaaS or services-to-SaaS transformation ($20M–$100M range).
  • Expert in FP&A, GAAP, and cash flow management.
  • SaaS fluent, with a deep understanding of recurring revenue models, marketing efficiency, and customer economics (CAC, LTV).
  • Proven track record of implementing ERP or automation platforms to scale a finance function.
  • Excellent communication skills, analytical rigor, and strong executive presence.
  • Bachelor's degree in Accounting or Finance.
  • Must be authorized to work in the United States for any employer.

Nice to Have

  • MBA or CPA.
  • Complete understanding of the finance requirements specific to the media business (Google Marketing Platform knowledge is a major plus), including multi-currency exchange and working capital management.

Technical Stack

  • Salesforce
  • QuickBooks

Team & Environment

This role reports directly to the CEO.

Benefits & Compensation

  • Health/vision/dental insurance with employer-sponsored premiums
  • Unlimited PTO
  • Generous parental leave program
  • 401k plan with company match
  • Tuition reimbursement

Work Mode

This is a hybrid position based in Cincinnati, OH or Chicago, IL.

InfoTrust is committed to a diverse workforce and is an equal opportunity employer, aiming to hire strong, diverse teams built from different backgrounds, experiences, and identities.

Required Skills
Financial LeadershipStrategic PlanningFundraisingFinancial ModelingBudget ManagementTeam LeadershipInvestor RelationsM&ASalesforceQuickBooksGAAPSEC ReportingVenture Capital
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About company
Octave

Octave is a modern behavioral health practice creating a new standard for high-quality, accessible care delivery. They offer in-person and virtual therapy and work with payers to make care more affordable through insurance.

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Job Details
Category management
Posted 5 months ago