About Charlie We’re Charlie and we exist to Make Work Better. We do this by helping small businesses automate their HR tasks so they can get the time, headspace and tools they need to build engaged, high-performing teams. We’re looking for a Chief Financial Officer (CFO) to join our leadership team and act as a strategic partner to the CEO, owning the financial strategy and operational backbone that enables CharlieHR to scale confidently and efficiently. If you’re excited by building, influencing, and shaping the future of a SaaS business — not just reporting on it — we’d love to hear from you. What is a “CFO” at Charlie? The role of CFO at CharlieHR goes far beyond traditional financial ownership. This is a senior, strategic, and commercial leadership role, operating as a co‑pilot to the CEO and a key voice on company direction, investment decisions, and long‑term value creation. You’ll sit on the Leadership Team and play a central role in how we grow, allocate capital, and position the business for future investment. Responsibilities Financial strategy & leadership

Owning our financial strategy, long‑term planning, and forecasting Leading annual budgeting and quarterly re‑forecasting Using financial insight to shape strategic decisions across the business Analysing unit economics and performance by customer segment to inform pricing, packaging, and investment priorities Acting as a trusted partner to the CEO, CRO, and Leadership Team on financial and operational matters

Commercial & strategic partnership

Partnering closely with Revenue, Product, Engineering, Customer Experience and People Ops to evaluate ROI and growth trade‑offs Supporting pricing, investment, and prioritisation decisions with clear, data‑driven insight Helping the business balance growth, efficiency, and sustainability as we scale

Investor & board

Leading investor and board financial communications Building investor‑grade reporting and data rooms Positioning the business for future funding or exit opportunities Ensuring the financial narrative is clear, credible, and compelling

Finance & reporting

Owning management accounts, cash flow management, and financial reporting Ensuring accurate and timely reporting of key SaaS metrics (ARR, MRR, churn, LTV, CAC, payback, margins) Managing relationships with external accountants, auditors, and tax advisors Overseeing statutory compliance, tax planning, and financial risk management

Team Leadership (Finance & Operations)

Line managing and developing the Finance Manager Line managing the Chief of Staff (Ops), overseeing operational delivery and process improvements Setting clear objectives and KPIs, fostering accountability and continuous improvement Ensuring we have the systems, processes, and tools in place to scale effectively

Requirements

Senior finance leadership experience in a SaaS business Deep understanding of SaaS unit economics, pricing, and growth levers Experience partnering closely with a CEO, CRO and leadership team as a strategic advisor Proven ability to influence complex, high‑stakes decisions with clarity and judgement Experience working with investors and/or private equity‑backed businesses Strong communication skills — able to translate complex financial insight for non‑financial audiences A hands‑on, pragmatic mindset, comfortable operating in a scaling environment Self‑awareness and humility — you value honest feedback and continuous learning Exposure to M&A, fundraising, or exit preparations Experience balancing commercial growth with operational rigour in a PE‑style environment Experience acting as a “number two” to a CFO before stepping into the role

We will still consider applications even if you don’t meet every single one of the above — please don’t be put off if you don’t match them perfectly. Desirable

Experience building finance functions and infrastructure from earlier stages Comfort leveraging AI or modern tooling to accelerate insight and analysis

This is a permanent, full‑time role. We cannot offer visa sponsorship and you must be able to work in the UK. The way we work

A team of 39 who genuinely enjoy spending time together, with regular in‑person and remote events 9‑day fortnights — every other Friday off, plus meeting‑free Wednesdays on five‑day weeks Hybrid‑first: office and remote working are valued equally Live anywhere in the UK, with 5 set in‑person days per year in our London office 90 nomad working days outside the UK each year No fixed working hours — you take ownership over how you work A pet‑friendly office in East London’s Second Home plus access to their wider network “Exploration days” to work on ideas across the company Transparent progression framework with twice‑yearly reviews

Compensation Package A benchmarked salary from £119,000 to £130,000 based on your level within our progression framework. Benefits

£750 yearly Work Your Way Budget Access to our Learn You Way Fund for additional L&D £30 monthly wellbeing budget Private Health Insurance through Vitality 25 days annual leave + public holidays 4 personal days per year Sabbatical: up to one month at 50% pay after every 3.5 years Enhanced equal parental leave policy

Equal Opportunities Statement We are an equal opportunity employer and believe in the power of a diverse, inclusive team. We welcome applications from all suitably qualified people, regardless of race, sex, disability, religion or belief, sexual orientation, or age. Please let us know if there’s anything we can do to support you through the interview process.

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