Chief Financial Officer (CFO)

InfoTrust•Cincinnati, OH

5d•Hybrid

About The Position

InfoTrust is a global, privately owned technology and consulting company that helps the world’s largest brands grow through privacy-centric analytics, marketing data enablement, and scalable SaaS platforms. We’re at a pivotal point: evolving from a services-led organization to a product-driven, AI-enabled growth engine. By 2028, we aim to double revenue to, grow SaaS ARR and achieve higher levels of EBIT, while staying true to our culture of trust, growth, and contribution. We are consistently recognized as a Best Place to Work and Great Place to Work–Certified organization. This is a transformational CFO role. The Chief Financial Officer will own the full finance function while serving as a close strategic partner to the CEO and Executive Team. This role will play a critical part in guiding InfoTrust through its evolution from a services-based model to a product-led, B2B growth organization. The CFO will help build the financial systems, operating discipline, and decision frameworks required to scale SaaS and productized offerings while maintaining strong profitability and governance. A core expectation of this role is the thoughtful use of automation and AI to improve the quality, speed, and impact of human work, enabling better decisions rather than simply reducing effort. Your Mission: Build a world-class financial foundation that combines: Governance and growth discipline (EBIT >20%) SaaS scalability and automation Cross-functional partnership across revenue, marketing, and product teams Your leadership will help InfoTrust: Turn automation into measurable ROI. Integrate forecasting and reporting into every business decision. Fund the next stage of growth across SaaS, global expansion, and productization.

Requirements

Direct experience helping a services-based organization transition to a product-led or SaaS business model
Deep experience in B2B environments (this role is not intended for B2C-only backgrounds)
10+ years of senior finance leadership experience, ideally in the $20M–$100M revenue range
Strong fluency in SaaS and recurring-revenue economics, including CAC, LTV, churn, and NRR
Proven experience building or scaling finance functions, including ERP, FP&A, or automation platforms
A collaborative leadership style and the ability to serve as a trusted partner to sales, marketing, and product leaders

Nice To Haves

Experience in marketing, advertising, media, digital, or closely adjacent industries
Familiarity with marketing and media finance models and platforms (e.g., Google Marketing Platform)
MBA or CPA

Responsibilities

Lead financial strategy, planning, and analysis, ensuring alignment between financial outcomes, product strategy, go-to-market execution, and delivery economics
Partner with the CEO to build and operationalize a three-year financial model spanning services revenue, SaaS ARR, and reseller or platform-based revenue
Provide financial leadership during the services-to-product transition, including evaluating margin profiles, investment tradeoffs, scalability, and capital allocation
Oversee all GAAP accounting, tax, audit, and compliance activities, and build a scalable controller function with a highly automated day-five close
Own B2B SaaS and product economics, including ARR, NRR, churn, CAC payback, LTV, and gross margin, ensuring metrics are trusted and decision-ready
Partner closely with Revenue Operations, Sales, Marketing, and Product to optimize pricing, forecasting, incentives, and go-to-market investment
Modernize finance systems and tooling, integrating platforms such as Salesforce and financial systems while applying AI and automation to enhance insight and human judgment
Build, mentor, and lead a high-performing finance team and partner with HR on compensation and incentive frameworks aligned with long-term value creation