Job Closed
This listing is no longer active.
Solen is a team of software operators that invest in software and work alongside founders to accelerate growth.
Chief Financial Officer
Location
United States
Posted
84 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
Chief Financial Officer
Solen Software Group
Role Description We are seeking a strategic Chief Financial Officer to serve as a true capital markets and deal-making partner to our CEO, Alex Spencer. This is not a traditional operational CFO role — Solen already has a strong finance team led by our Group Head of Finance, Cassie Wang, that handles the day-to-day: accounting, FP&A, reporting, and operational finance. The CFO we are looking for is a seasoned capital markets and corporate development executive. You will sit at the center of how Solen grows: - Structuring and executing debt and equity raises - Leading negotiations - Driving capital allocation decisions across the portfolio - Managing investor and lender relationships - Supporting restructuring efforts when needed This is a high-trust, high-visibility role for someone who thrives at the intersection of strategy and execution — a dealmaker who is equally comfortable in a boardroom and at the negotiating table. Qualifications - A proven track record of raising capital — equity, debt, or both — in growth or acquisition-oriented environments. - Deep familiarity with capital markets and financing structures, including leveraged buyouts, revolving credit facilities, seller financing, earn-outs, and alternative/non-dilutive instruments. - Experience negotiating directly with lenders, investors, sellers, and counterparties — and a reputation for getting deals across the finish line. - A strong sense for capital allocation in a portfolio context: where to invest, when to return capital, and how to balance risk and return across multiple business units. - Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes. - An ability to translate complex financial strategy into clear, compelling narratives for boards, investors, and partners. - Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.). Requirements - 10+ years of experience in investment banking, private equity, corporate development, or a capital markets-focused CFO role. - Demonstrated track record of successfully closing debt and/or equity financing transactions. - Strong M&A deal experience, including structuring, negotiation, and diligence. - Deep understanding of software / SaaS business models and recurring revenue dynamics. - Experience with portfolio company structures and managing financial oversight across multiple P&Ls. - Exceptional communicator — able to build credibility quickly with investors, lenders, boards, and operating teams. - Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented. - High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture. Benefits - Direct impact: You will work side-by-side with the CEO on every major strategic and financial decision. - A real platform: Solen is backed by experienced software operators and investors with the capital and conviction to build something lasting. - Meaningful scope: A diversified portfolio across multiple software verticals, each with its own growth story. - Day 1 energy: The tools, processes, and relationships you build here will shape the company for years to come. - Long-term orientation: We are not optimizing for a near-term exit — we are building a durable, compounding business. Company Description Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its niche. - Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions. - Solen is backed by a group of advisors and investors who have built software businesses of material scale (10–100M in ARR) and have advised many more. - We are at the beginning of a decades-long journey, and every decision we make reflects that long time horizon.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Ensure accurate and efficient financial operations with Payment Service Providers (PSPs) by maintaining transparent reconciliations, safeguarding liquidity, and supporting process optimization and automation. • Reconciliations with payment system providers (PSP), investigation of discrepancies • Liquidity monitoring: top-up, invoice control, settlements control • Ongoing communication with PSPs • Ad hoc reports related to PSPs for internal and external stakeholders • Involvement in automation processes • Assistance in preparation of internal documentation on PSPs
VP, Financial Planning – Analysis
CovetrusCovetrus is a technology and services company on a mission to advance the world of veterinary medicine and empower healthcare teams across the companion, large
• Coordinate and lead the development and execution of the company's financial planning processes • Monitor and analyze financial performance, identifying key drivers and trends • Responsible for consolidated management reporting • Act as a primary point of contact for current and prospective investors • Develop and maintain strong relationships with investors • Provide comprehensive financial analysis and due diligence support for potential M&A transactions • Responsible for the preparation of financial reports and presentations for all stakeholders • Manage and mentor a team of financial analysts • Collaborate with the executive team to develop and refine the company's financial strategy • Identify financial risks and develop strategies to mitigate them
• Provide unparalleled support to the executive leadership • Manage executive's complex business/social schedule • Prepare executive presentations and draft formal correspondence • Coordinate travel arrangements and event details • Collaborate on marketing strategies and social media initiatives • Oversee client onboarding lifecycle • Develop and execute staff engagement events • Monitor expenses and manage financial record-keeping
Finance Planning and Analysis Specialist
SurveyMonkeyThe world’s leading survey software. On a mission to help people turn their curiosity into action.
Role Description We are looking for a Finance Planning and Analysis (FP&A) Specialist to serve as a key strategic partner for our G&A functions. In this high-visibility role, you will support operational and financial planning, business analysis, and decision-making for senior leadership. You will have a platform to influence significant decisions and lead strategic projects that directly contribute to SurveyMonkey’s growth. This role is ideal for someone who thrives on solving complex problems and connecting financial activities to broader business success. What you’ll be working on - Drive Strategic Planning: Lead the annual budgeting and monthly forecasting cycles for G&A functions to ensure departmental resources and headcount align with company-wide financial targets. - Architect Financial Models: Build sophisticated, scalable models to evaluate new business initiatives, cost-saving opportunities, and the ROI of long-term strategic investments. - Deliver Executive Insights: Synthesize complex datasets into clear, concise presentations that translate financial metrics into strategic recommendations for the leadership team. - Optimize Systems and Processes: Partner with cross-functional teams to automate reporting workflows and enhance the data integrity of our ERP and financial planning tools. - Manage Collaborative Projects: Oversee end-to-end financial workstreams, ensuring all stakeholders are aligned on project milestones and fiscal objectives. Qualifications - 3+ years of experience in high-growth corporate finance, investment banking, or management consulting. - Prior experience working within the technology or SaaS sector, demonstrating an understanding of industry-specific financial drivers. - Advanced expertise in Excel (complex modeling and data manipulation) and experience navigating ERP or EPM systems (e.g., NetSuite, Workday Adaptive Planning). - A proven track record of managing large-scale data projects and maintaining high accuracy while meeting tight deadlines. - A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field. Benefits - Flexible, hybrid work environment with thoughtfully designed offices. - Programs like the CHOICE Fund to help employees thrive in work and life. - Encouragement to attend company events throughout the year. Company Description At SurveyMonkey, curiosity powers everything we do. We’re a global company where people from all backgrounds can make an impact, build meaningful connections, and grow their careers. We’ve been trusted by organizations for over 25 years, and we’re just getting started. - Celebrating a quarter-century of curiosity with 25 acts of giving. - Opening new hubs in Costa Rica and India. - Crossing the threshold of 100 billion questions answered. - Earning recognition as one of the Most Inspiring Workplaces across North America and Asia.
