Hybrid (Morristown, NJ)

ABOUT PERFORMLINE

PerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated document review to discovery and live monitoring across consumer-facing channels, including the web, calls, messaging, emails, and social media. PerformLine powers compliance at some of the world’s largest companies by proactively finding and remediating potential regulatory risks while scaling coverage and gaining efficiencies through automation.

Come as you are. We are an equal-opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all.

MISSION

Our mission is to empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel.

WHAT YOU’LL DO

Due Diligence 

• Handle the financial and diligence process for any PE recapitalization or refinance
• Maintain records, prepare replies, and provide requested information for investors
• Oversee client/prospect contract negotiations and red lines
• Participate in client-requested diligence like vendor risk evaluations from the business side
• Own third-party contract review process

Strategic Leadership

• Build a culture of communication and connection on the finance team
• Foster proactive collaboration, communication, and alignment with other departments
• Ensure the company  incorporates financial controls and considerations into day-to-day operations, decision-making, planning, and profitability assessments
• Develop and maintain necessary policies, practices, documentation, and systems to scale our finance team and protect the business
• Balance a clear strategic vision with measurable execution, milestones, and visible progress
• Maintain an understanding of our industry and evolving best practices of finance teams like ours

Financial Planning and Analysis

• Oversee all financial activities, including financial reporting, forecasting, modeling, and driving growth and profitability
• Manage Cash Flows
• Help set and achieve revenue and budget targets, developing tools to provide critical information to the leadership team and stakeholders

Compliance

• Coordinate with law firms and tax accounts to supervise and/or prepare required GAAP reporting and information requests
• Collaborate with benefits and law partners to ensure compliance with multi-state benefits and pay laws
• Participate in employment law compliance, risk mitigation, change management processes, and personnel matters by communicating with HR and/or legal counsel

Finance and Accounting  

• Work closely with the CEO and COO to assess overall financial trends and develop appropriate financial action plans
• Partner with HR on benefits administration, hiring/payroll planning, and any other overlapping functions
• Build and maintain strong relationships with Banks and equity partners
• Own debt refinancing process and strategy
• Manage all commercial lease negotiations
• Create and implement financial strategies to support the company’s overall business objectives

WHAT YOU BRING

• Proven experience in a senior leadership position managing Private Equity transactions
• Extensive knowledge of financial planning and reporting, budgeting, accounting, tax, forecasting, administration, venture capital fundraising, payroll and audit activities
• Deep understanding of SaaS business models, accounting practices and GAAP
• Sets clear, metric-driven objectives focused on continual improvement as well as best-in-class standards for the industry 
• Positive can-do attitude, balancing business priorities with your operational needs
• Default to thoughtful, empathetic, respectful, and calm communication
• Celebrates constructive conflict but never operates with an adversarial attitude
• Possesses intellectual humility and a drive to never stop learning about the industry and product
• Proactively dismantles behavior that creates organizational silos

This is only intended to be advertised in areas where it complies to state and local law

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