The Vice President of Finance will oversee FP&A, business partnerships, deal desk, and investor relations, driving financial strategy and leadership across functions.
About Us
HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, from marketing agencies to entrepreneurs to small businesses and beyond. Our platform empowers users across industries to streamline operations, drive growth, and crush their goals.
HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
Every month, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who you are
We are seeking a strategic, analytical, and tech-forward Vice President of Finance to lead core functions that drive HighLevel’s financial clarity, operational rigor, and future readiness. Reporting directly to the CFO, this role will oversee Financial Planning & Analysis (FP&A), business partnership, deal desk, and investor relations.
The ideal candidate is a dynamic finance leader who brings deep experience operating in a public company or IPO environment, excels at partnering across the business — including Sales, Marketing, Product, People, and Revenue Operations — and is energized by the possibilities that AI can unlock in modern finance teams. This leader will drive financial strategy and discipline while helping build a scalable, insight-driven, and future-ready finance function.
What You'll Be Doing
Financial Planning & Analysis (FP&A)
- Lead company-wide planning, forecasting, and performance tracking, ensuring visibility into key business and financial drivers.
- Design and maintain forward-looking financial and headcount models, scenario planning tools, and dashboards.
- Drive continuous improvements in planning accuracy, financial insights, and strategic decision-making.
Business Partnership
- Act as a trusted partner to the executive team and departmental leaders.
- Translate business strategy into actionable financial plans, resource allocations, and operational KPIs.
- Drive alignment between business performance and financial outcomes to support growth and efficiency.
Deal Desk
- Lead the deal desk function, guiding pricing, commercial terms, and contract structuring in close collaboration with Sales and Legal.
- Establish governance frameworks to ensure deal quality, financial integrity, and velocity.
- Build and refine approval workflows, guardrails, and playbooks to scale the deal desk effectively.
Investor Relations
- Partner with the CFO on all investor-facing activities, including quarterly earnings, roadshows, board communications, and financial disclosures.
- Deliver financial storytelling and market guidance that reflects strategic priorities and long-term value creation.
- Must have public company or IPO experience, with a proven track record supporting or leading investor
engagement and communicating financial guidance to the Street.
Finance Leadership & Strategy
- Build and lead a high-performing finance team with deep expertise in FP&A, business operations, and analytics.
- Promote a culture of accountability, transparency, and cross-functional alignment.
- Champion data literacy and financial enablement across the company.
- Play a pivotal role in IPO readiness including S-1 prep, KPI reporting standardization, and interfacing with external auditors, bankers, and legal teams.
AI & Innovation
- Embrace a tech-first approach by leveraging emerging tools, particularly AI/ML-powered technologies, to enhance finance processes, improve forecasting accuracy, and support data-driven decision-making.
- Foster a culture of experimentation and adoption of AI within the team to improve productivity, automation, and insight generation.
- Stay ahead of finance innovation trends and incorporate them into team workflows and planning infrastructure.
What You’ll Bring
- 15+ years of progressive finance leadership experience, with significant exposure to FP&A, business partnership, and investor relations.
- Experience operating in a public company or leading IPO preparation and execution is required.
- Demonstrated comfort with SEC regulations, earnings call participation, and delivering financial forecasts
- Deep understanding of SaaS business models, key metrics (e.g., NRR, CAC payback), and growth-stage scaling.
- Track record of partnering with executive leadership across functions, including Sales, Marketing, Product, People, and Revenue Ops.
- Technically strong in financial modeling, scenario planning, and dashboard creation; fluency with modern tools like Adaptive/Planful, NetSuite, and BI platforms.
- Demonstrated interest in AI/automation, with experience identifying and deploying modern finance technologies.
- Outstanding communication and storytelling skills — comfortable presenting to board members, investors, and the broader executive team.
- Bachelor’s degree in Finance, Economics, Accounting, or related field required; MBA or CFA preferred.
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
Top Skills
Adaptive
AI
Bi Platforms
Ml
NetSuite
Planful
Similar Jobs
Cloud • Information Technology • Payments • Software • Database
As SVP of Finance at Roofr, you'll lead financial strategy, planning, accounting operations, and drive company growth while mentoring the finance team.
Top Skills:
Financial ModelingGaapSaaS
Artificial Intelligence • Cloud • Mobile • Security • Software
The VP of Finance will lead financial operations, reporting, treasury, and financial planning while supporting board initiatives and investor relations at Hiya.
Top Skills:
Accounting PrinciplesFinancial Management Principles
Information Technology • Consulting
The Senior VP of Finance will lead financial strategies, oversee accounting and FP&A operations, and drive performance improvements across the Americas Business Unit, collaborating with senior leadership.
Top Skills:
Financial SystemsGaapIfrs 15Reporting Tools
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
