Head of Finance / Transition CFO – SaaS B2B | FP&A, Salesforce & Data

Project overview

Head of Finance / Transition CFO – SaaS B2B | FP&A, Salesforce & Data

📍 Lyon Northwest) – Minimum 3 days on-site per week

📅 Duration: 3 - 6 months

🚀 Start Date: As soon as possible

🏢 Sector: B2B Software Publishing / SaaS

🤝 Mission proposed by Time2scale

Mission Context

Time2scale is supporting a B2B software publisher, a subsidiary of a leading French group, in finding a transition Head of Finance / CFO. The goal is to strengthen and structure the financial management of an autonomous organization.

In an entrepreneurial environment with significant transformation challenges and a need to mature the finance function, we are looking for a senior, operational, and business-oriented profile. This person should be capable of working on both performance management and the structuring of data and tools.

A major challenge of this mission will be to transform commercial data from Salesforce into reliable and actionable financial indicators, particularly to understand and explain the evolution of ARR (Annual Recurring Revenue).

Your Main Responsibilities

Profile Sought

We are looking for a profile with experience as a Scale-up CFO or a senior Head of Finance / FP&A, who has previously worked in a growing, autonomous, entrepreneurial environment.

Key Skills and Experience:

Previous experience in audit or Transaction Services is appreciated, but the ability to manage the performance of a SaaS company and leverage commercial data is a priority.

Desired Qualities

Autonomy, entrepreneurial spirit, analytical rigor, pragmatism, and execution capability.

We will favor a profile capable of quickly taking leadership on financial topics, structuring existing processes, and producing high-value-added analyses, rather than a profile exclusively focused on reporting production.

Terms

Have you previously supported a scale-up or SaaS publisher in structuring its financial performance and know how to transform commercial data into business decisions? Let's talk.

• Financial Management and Business Partnering
• Support the CEO in the economic and financial management of the subsidiary.
• Structure budgeting processes, forecasts, and performance tracking.
• Analyze variances, challenge commercial assumptions, and identify improvement levers.
• Ensure interface with Group Financial Management and operational teams.
• Data, Salesforce, and Recurring Revenue Analysis
• Utilize raw data from the Salesforce CRM and financial systems.
• Build a reliable and dynamic view of ARR evolution.
• Analyze growth components: new customers, upsell, downsell, churn, and renewals.
• Reconcile commercial and financial data to ensure indicator reliability.
• Develop dashboards and analyses to inform management decisions.
• Performance Structuring and Animation
• Evolve financial management processes and tools.
• Implement relevant performance indicators shared with business teams.
• Facilitate discussions around performance with sales and operational teams.
• Enhance the quality, availability, and utilization of financial data.
• Transformation, Automation, and AI
• Identify opportunities for reporting and financial analysis automation.
• Leverage BI tools and AI capabilities to improve productivity and analysis relevance.
• Support the maturation of the finance function.
• Formalize processes and prepare for a structured handover at the end of the mission.
• Significant experience in financial management, Head of Finance, or senior FP&A, ideally in a B2B SaaS or software environment.
• Solid understanding of recurring revenue business models and key SaaS KPIs.
• Concrete experience in utilizing CRM data, ideally Salesforce, to build financial and commercial analyses.
• Very good skills in data manipulation, financial modeling, and BI tools (advanced Excel, Power BI, SQL, or equivalent).
• Ability to structure financial processes and support an organization through transformation.
• Strong Business Partnering posture, with the ability to work directly with a CEO and challenge sales teams.
• Demonstrated interest in automation and AI applications in finance.
• Location: Northwest of Lyon, with on-site presence of at least 3 days per week.
• Duration: 3 to 6 months.
• Start Date: Quick.
• Contract: Independent mission / transition management via Time2scale.
• Daily Rate: Based on experience and fit for the role.

Project details

• Start: flexible
• Remote: hybrid
• Location: Lyon, France, FR
• Languages: French