SVP of Finance

About Roofr

At Roofr, we’re obsessed with our customers. We constantly gather feedback to shape, prioritize, and launch the products they truly need. That’s what makes Roofr’s CRM special. We started by building essential sales tools like aerial roof measurements and digital sales proposals. But when our customers asked for a simple, affordable way to manage and scale their entire businesses, we listened. So, we created a CRM that connects these solutions—along with payments, material ordering, and more—into a seamless, powerful platform. With a clear roadmap ahead, we’re excited to continue expanding and leading the market with innovative products.

We have an amazing culture, strong financials, and best-in-class company metrics. It’s an exciting time to be part of an extraordinary startup that is already successful, yet still early enough to offer its team significant growth, equity, and the opportunity to make a real impact.

About the Role

As the SVP of Finance, you will serve as both a strategic leader and a hands-on partner in driving the company’s financial performance and growth. Reporting to the CEO and acting as a key member of the leadership team, you will provide critical financial insights that shape long-term financial strategies. You will lead financial planning and analysis, manage fundraising efforts, and support accounting operations, ensuring timely and accurate financial reporting. This role offers a unique opportunity to scale the finance function from its current stage to support growth and play a pivotal role in our continued success.

What You’ll Do

Financial Strategy & Leadership

• Develop and execute the company’s financial strategy to drive sustainable growth and align with company objectives.
• Serve as a key member of the leadership team, providing financial insights and strategic guidance.
• Collaborate closely with the People Operations & go-to-market teams on contract negotiations, and developing resource and compensation strategies.
• Prepare and present financial data, performance metrics, KPIs, and strategic updates to the board of directors and company.

Financial Planning & Analysis (FP&A)

• Oversee the company's financial planning & analysis, and budget processes.
• Work closely with the FP&A Manager to maintain the company’s financial models, updating them regularly to reflect business performance and strategic changes.
• Collaborate with the executive team and department heads to develop accurate financial forecasts, support decision-making, and guide long-term business planning.
• Provide in-depth analysis of financial performance, identify areas for improvement, and drive operational efficiencies.
• Develop financial scenario models to help the leadership team understand the impact of different strategies.

Accounting & Compliance

• Support the Director of Accounting/Controller in overseeing the company’s accounting operations, including general ledger management, payroll, financial reporting and controls, and accounts receivable and payable.
• Work with the Director of Accounting/Controller to ensure the company complies with GAAP standards and local regulations.
• Collaborate with external auditors and tax advisors as needed.
• Deliver accurate and timely financial reports to the leadership team, board of directors, and investors.

Team Leadership

• Lead, mentor, and grow the finance team, fostering a culture of accuracy, collaboration, and accountability.
• Implement tools and processes to improve financial accuracy, efficiency, and scalability.

Fundraising, Treasury Management, Legal & Insurance

• Oversee relationships with banking partners, optimize capital structure, debt management, FX hedging strategies, and ensure efficient cash flow management.
• Lead efforts to secure future funding by creating compelling financial reports and projections for potential investors.
• Oversee insurance policies and risk management strategies to protect the company’s assets.
• Work closely with outside counsel on cap tab.