Chief Financial Officer; CFO; Upland

Overview

The Company is in search of a Chief Financial Officer (CFO) to join their team. The CFO will play a pivotal role in the organization, working closely with the CEO and executive team to provide strategic financial guidance that supports the company s growth. This leadership position requires a candidate with a strong financial background and a collaborative, approachable leadership style to mentor and lead finance, accounting, and IT teams, and to foster effective cross-functional relationships.

The successful candidate will be involved in supporting strategic initiatives, investments, and key stakeholder relationships, as well as improving systems and workflows to drive efficiency and scalability. The ideal candidate will have a proven track record as a CFO in growth-oriented companies, with a preference for those with experience in M&A, multi-entity financial oversight, and GAAP compliance. A hands-on, collaborative leadership style, strong analytical and communication skills, and the ability to thrive in a fast-paced, entrepreneurial environment are essential.

Applicants for the CFO position should have a Bachelor s degree in accounting or finance (CPA preferred, MBA ideal) and at least 10 years of experience leading finance, accounting, and IT teams in multi-site operations. The role demands a leader who is adaptable, team-focused, and has a demonstrated ability to improve organizational infrastructure, processes, and systems. The CFO will be instrumental in driving the company s financial strategy and must be prepared to take on the challenges of a dynamic, growth-oriented business.

• Oversee finance, accounting, treasury, tax, IT, and budgeting functions.
• Deliver accurate financial reporting, forecasts, and analysis.
• Strengthen financial controls and compliance.
• Support strategic initiatives, investments, and key stakeholder relationships.
• Improve systems and workflows to drive efficiency and scalability.

• Bachelor s degree in accounting or finance (CPA preferred, MBA ideal).
• At least 10 years of experience leading finance, accounting, and IT teams in multi-site operations.
• Proven CFO experience in growth-oriented companies; preference for experience in M&A, multi-entity financial oversight, and GAAP compliance.
• Hands-on, collaborative leadership style with strong analytical and communication skills; ability to thrive in a fast-paced, entrepreneurial environment.

Less than 10%

Upland, CA, US