Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.
We are growing our team in Toronto, San Francisco, and New York. Apply below.
We’re hiring a Chief Financial Officer (CFO) for a leading, parent-focused consumer app that helps families transition young children to solid foods. This role blends finance, analytics, and operational execution. You’ll lead forecasting and budgeting, provide analytical insight into marketing efficiency, and ensure the systems, vendors, and tools are in place to drive profitable, data-informed growth.
Location: Remote (US or Canada)
Scope of Responsibility: Execution Partner to the GM
- Financial Leadership (40%)
- Develop and maintain detailed forecasting models, budgets, and variance analyses that give the CEO and Beacon clear visibility into business performance.
- Partner with the CEO to align resource allocation and growth objectives within the company’s capital plan.
- Build scalable financial reporting and performance dashboards that connect marketing and operational decisions to financial outcomes.
- Work closely with Beacon’s centralized accounting and FP&A teams to ensure consistent reporting and compliance.
- Marketing Analytics & Decision Support (30%)
- Lead analysis of CAC, LTV, ROAS, and payback periods across channels (paid social, search, affiliates, influencers).
- Evaluate marketing spend efficiency and ROI within established LTV:CAC guardrails to support sustainable growth.
- Provide insights that guide the CEO’s investment decisions and inform spend allocation across channels.
- Maintain and refine dashboards and cohort analyses to provide real-time visibility into funnel performance, retention, and monetization.
- Vendor & Technology Management (20%)
- Oversee vendor relationships and ensure the company’s financial and marketing tech stack (reporting, attribution, forecasting) supports accurate data and timely decision-making.
- Evaluate contracts, pricing, and renewals to ensure optimal ROI.
- Coordinate with growth and product leaders to ensure tools are integrated and delivering measurable value.
- Strategic Partnership (10%)
- Serve as a financial thought partner to the CEO and leadership team.
- Translate data into insights that shape pricing, channel mix, and customer acquisition strategy.
- Help build a data-informed culture grounded in clear metrics, transparent reporting, and disciplined execution.
Other activities may include:
- Support the CEO in planning, prioritization, and follow-through on financial and operational initiatives.
- Translate ambiguous goals into quantitative plans with clear owners and timelines.
- Prepare concise materials for stakeholders (weekly KPIs, monthly financials, quarterly forecasts).
- Ensure the accuracy and reliability of financial and marketing systems, including billing, reporting, and analytics.
Qualifications
- High level of accountability and ownership; able to translate business goals into actionable financial strategies and deliver measurable outcomes.
- Deep understanding of performance marketing metrics (CAC, LTV, ROAS, payback) and consumer app economics.
- Proven ability to develop and maintain forecasts, budgets, and variance models.
- Skilled at using data to identify trends, diagnose issues, and drive recommendations that improve financial and marketing performance.
- Strong communication skills; capable of simplifying complex analyses for decision-making.
- Thrives in fast-paced, evolving environments and maintains focus under pressure.
- Experience managing vendor ecosystems and financial/analytics tech stacks.
Ideal Candidate
- 8–12+ years in finance or FP&A at a consumer app, marketplace, or DTC company.
- Experience partnering directly with CEOs or GMs on growth and investment decisions.
- Strong analytical background with hands-on experience building and interpreting financial models.
- Comfortable collaborating cross-functionally with marketing, product, and operations leaders.
- Low-ego operator who values precision, clarity, and measurable impact.
Potential Personas
- VP of Finance or FP&A Director at a consumer app or DTC business ready to step into a CFO role.
- Growth Finance or Marketing Analytics leader fluent in CAC:LTV modeling and ROI analysis.
- Operator with both finance and marketing fluency who enjoys working directly with the CEO on strategy.
What You Will Get From Beacon
- Network and learn from leading public and private equity investors who are Beacon LPs.
- Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
- Attend exclusive/private fireside chats with legendary venture capital, private equity and hedge fund investors (Beacon Speaker Series).
- Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
- Operate in an environment that encourages initiative and rapid development.
- Access to a trusted network of software operators, advisors, and fellow GMs.
- Strong development of interpersonal and presentation skills.
Minimum Expectations
- Financial Visibility: Forecasting and variance models operational by Month 3.
- Marketing ROI: LTV:CAC guardrails established and reviewed weekly.
- Data Discipline: Dashboards connecting spend to CAC, ROAS, and contribution margin are in place and trusted.
- Vendor Efficiency: Vendor contracts rationalized with clear ROI by the end of the first two quarters.
- Partnership: CEO and Beacon leadership view the CFO as a key financial and strategic partner.
Beacon Operations Performance Rubric
- Execution & Accountability: Ships what was promised; anticipates obstacles; builds systems that create leverage.
- Commercial Judgment: Prioritizes ROI-positive work; understands customer needs and market dynamics.
- Financial Acumen: Actively manages P&L drivers with focus on EBITDA and working capital.
- Product & Customer Insight: Connects CX insights to roadmap and content ops that improve retention.
- Team Leadership: Elevates the team through clarity, coaching, and consistent standards.
Our Values at Beacon Software
- Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time.
- Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant.
- Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected.
- Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.
Top Skills
What We Do
Beacon is the permanent home for Main Street software and services supporting the real economy. We buy, build, and grow exceptional vertical software businesses, preserving their legacy while expanding the scale of their founders’ ambitions.
Our model is different. Unlike private equity, we don’t buy to flip. We hold forever, investing in product, customers, and teams for the long term. Founders who join Beacon gain more than capital: they access in-house engineering, AI, design, and fintech expertise, as well as a network spanning Silicon Valley, Wall Street, and Main Street.
We simplify the back office, accelerate growth with proven playbooks, and give founders the freedom to focus on what they do best: building great software for their markets.
Every company under the Beacon umbrella remains independent, with its own brand and customers, but benefits from shared resources and immediate value creation. Our approach has already helped portfolio companies win major RFPs, modernize technology stacks, and expand market share.
Beacon was founded by experienced operators and investors from companies like D1 Capital, Instacart, Sequoia Capital, and Databricks who believe ambitious software deserves a forever home. Our success is measured founder by founder, company by company, and we’re just getting started.
