Wonderist Agency - Dental Marketing · 1 month ago
Chief Financial Officer (CFO)
San Diego, CA
Full-time
Hybrid
Director/Executive
7+ years expWonderist Agency is a full-service marketing agency that supports over 1,000 dentists across the country. They are 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.
AdvertisingHealth CareMarketing
Responsibilities
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
Create and maintain Wonderist’s long-term financial plan, aligning strategy with company goals and growth priorities
Oversees full profit and loss performance, ensuring financial targets are met through strategic budgeting, forecasting, and cost management
Evaluate pricing, margins, and labor efficiency. Recommend improvements across service lines to maintain strong profitability
Build and maintain detailed revenue forecasts incorporating client count projections, retention trends, churn risk, service line growth, and sales pipeline probability
Develop forward-looking cost models covering labor, overhead, contractor usage, software tools, marketing spend, and capital needs
Track expected new clients, projected churn, expansion revenue potential, and seasonality
Build hiring plans tied to revenue forecasts, capacity models, utilization rates, and department load
Build models for quarterly and annual bonus programs, including projected payouts based on KPIs, profitability targets, and individual/department performance
Create multi-scenario financial models assessing the impact of pricing changes, hiring adjustments, churn events, new service lines, and major expenses
Lead the annual budgeting process and quarterly reforecasting cycles
Work with Operations, Sales, CSM, Creative, SEO, and Web teams to gather inputs for forecasting, including hiring timelines, workload expectations, and client lifecycle trends
Build, maintain, and monitor a comprehensive KPI framework that tracks the financial health of the company
Produce accurate, timely monthly financial packages that include P&L, balance sheet, cash flow, budget-to-actual comparison, margin analysis, and departmental financial performance
Analyze historical financial performance, departmental trends, service-line profitability, and operational efficiency using spreadsheets, custom reporting, and internally developed dashboards
Design, implement, and maintain strong internal controls that ensure accuracy, completeness, and reliability across all financial processes
Develop and manage a forward-looking cash flow strategy that ensures stability, operational readiness, and long-term health of the business
Reviewing month-end numbers, reconciling issues, ensuring reporting integrity
Serve as the primary financial resource for Operations, Sales, CSM, Creative, Web, and SEO teams
Partner with leadership to guide high-impact decisions related to pricing, hiring plans, service expansion, compensation models, resource allocation, and new product development
Manage an outsourced team of analysts and bookkeepers
Serve as the primary liaison between Wonderist and CFO Hub, ensuring alignment on month-end close accuracy, reporting timelines, reconciliation quality, and financial process improvements
Work closely with Wonderist’s external CPA firm to ensure proactive tax planning, compliance, and optimization
Manage relationships with all external financial partners—including payroll providers, benefits administrators, banking contacts, and potential BI or financial tooling vendors
Qualification
Required
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)
Preferred
Agency, SaaS, or dental industry experience
CPA, CFA, or MBA
M&A or investor reporting experience
Experience implementing financial systems or BI dashboards
Company
Wonderist Agency - Dental Marketing
Wonderist Agency is a full-service marketing agency for dental practices to help them grow their new patient base through a personalized, results-focused marketing plan.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Laura Maly
Co-Founder
JoAnna Pickett
Partnerships & Business Development Manager
Company data provided by crunchbase