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Chief Financial Officer

Wonderist Agency - Dental Marketing

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Location:
United States , San Diego

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wonderist Agency is seeking a strategic and results-driven Chief Financial Officer (CFO) to lead all financial planning, forecasting, reporting, profitability management, and financial operations across the company.

Job Responsibility:

  • Oversee daily financial operations including cash flow, AP/AR, expense tracking, and spending approvals
  • Review weekly revenue pacing, margins, staffing ratios, labor efficiency, and churn indicators
  • Support department heads with financial insight and resource planning
  • Approve contracts, vendor agreements, and financial commitments
  • Manage team of 2-5 financial analysts and their growth and job duties
  • Provide weekly updates on KPIs and financial performance to the CEO and leadership team
  • Lead the month-end close process including reconciliations, journal entries, and financial accuracy checks
  • Produce monthly financial statements with variance analysis and insight-driven commentary
  • Update rolling 12-month forecasts for revenue, staffing, expenses, and cash flow
  • Deliver monthly dashboards for MRR, churn, departmental margins, and operational KPIs
  • Oversee payroll, commissions, and incentive compensation calculations
  • Lead quarterly forecasting, budgeting, and scenario planning
  • Present detailed financial reviews during QBRs with leadership
  • Re-evaluate pricing models, profitability, and cost structures each quarter
  • Support quarterly board or investor reporting as needed
  • Adjust KPIs and financial targets based on business performance
  • Financial Strategy Development: Create and maintain Wonderist’s long-term financial plan
  • P&L Management: Oversees full profit and loss performance
  • Pricing & Profitability Leadership: Evaluate pricing, margins, and labor efficiency
  • FP&A (Financial Planning & Analysis) Competencies: Budgeting, forecasting, variance analysis, scenario modeling, planning cycles
  • Revenue Forecasting
  • Cost Forecasting
  • Client Count Forecasting
  • Hiring Forecasts
  • Bonus & Compensation Projections
  • Scenario Modeling
  • Budget Leadership
  • Cross-Department Collaboration and Business Decision Support
  • KPI Management
  • Financial Reporting
  • Data Analysis
  • Financial Controls
  • Cash Management
  • Accounting Liaison and Bookkeeping Liaison
  • Departmental Partnership
  • Strategic Support
  • Manage Team
  • CFO Hub Relationship Management
  • CPA & Tax Strategy Collaboration
  • Financial Vendor Oversight

Requirements:

  • 7+ years in finance leadership roles
  • Expertise in budgeting, forecasting, and financial reporting
  • Strong GAAP knowledge
  • Experience managing P&Ls in a service-based business
  • Strong communication skills
  • Familiarity with project management tools such as Monday.com
  • Advanced financial modeling
  • Strategic thinking
  • Ability to simplify complexity
  • Clear financial communication
  • Strong analytical judgment
  • Microsoft Excel & Google Sheets (Advanced)
  • Financial modeling and forecasting (Advanced)
  • Accounting and reporting Best Practices (Advanced)
  • Experience with QuickBooks
  • BI dashboard experience (Looker Studio, Tableau, or similar)
  • Integrity
  • Accountability
  • Team collaboration
  • Clear communication
  • Positive attitude
  • Reliability
  • Commitment to high-quality work

Nice to have:

  • Agency, SaaS, or dental industry experience
  • CPA, CFA, or MBA
  • M&A or investor reporting experience
  • Experience implementing financial systems or BI dashboards

Additional Information:

Job Posted:
January 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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