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Chief Financial Officer (CFO) – SaaS / PE-Backed Legal Tech Platform

CompanyUrrly
LocationCharlotte, North Carolina, United States
TypeOnsite

Lead Finance for a PE-Backed SaaS Platform in Legal Tech


  • Role: Chief Financial Officer (CFO)
  • Location/Type: Remote (U.S. East Coast hours) • Monthly travel to NY or Boston
  • Pay: $225K–$275K + equity
  • Schedule: Full-time, standard business hours

What you’ll do


  • Build finance from scratch—own accounting, FP&A, reporting
  • Lead budgeting, forecasting, and cash management
  • Move books from cash to accrual
  • Set up SaaS metrics (ARR, MRR, churn, LTV/CAC)
  • Prepare investor and board reports
  • Partner with CEO on growth and fundraising strategy

Must-haves


  • Active CPA license or equivalent (CA or comparable)
  • 10+ years in finance leadership (Controller, VP, or CFO-track)
  • Strong SaaS or recurring-revenue background
  • Deep FP&A and GAAP knowledge
  • U.S. work authorization

Nice to have


  • Private equity or venture-backed experience (firm backed by one of the most reputable PE groups in the Northeast)
  • Legal tech or data SaaS exposure

Perks & pay


  • Pay: $225K–$275K + equity
  • Benefits: health, dental, vision, 401(k), PTO
  • Tools provided (QuickBooks, HubSpot, dashboards)

Schedule & setup


  • Remote, U.S. East Coast time
  • Roughly one trip per month to Rochester, NY or Boston for in-person work sessions (4–5 days each)

You’ll shape a zero-to-one finance function for a PE-backed SaaS company at scale-up stage.

At Urrly, fairness matters.

We use AI to review every application against the same clear requirements for the role. This means every candidate is evaluated on job-related factors like skills, certifications, and experience—not on personal attributes such as gender, race, age, or background. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.
Apply Today to lead finance for a PE-backed SaaS platform and build something lasting from the ground up.

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