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.




