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Head of Finance & Operations
Head of Finance & OperationsWorklio • Saint Petersburg, FL, US
Head of Finance & Operations

Head of Finance & Operations

Worklio • Saint Petersburg, FL, US
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Job Description

Job Description

Location : Tampa, FL - Onsite

Company Overview

Worklio is the only modern full-stack back-office platform used by Vertical SaaS providers, ASO / PEOs, Payroll Bureaus, and Staffing companies . We are expanding our services to include bookkeeping, accounting, and fractional CFO solutions . This is an exciting opportunity to join a fast-growing, innovative company and lead the build-out of our new Tampa office .

Job Summary

We are seeking a highly skilled and entrepreneurial Head of Finance & Operations to lead our financial and operational strategies while also building out our new service division. This hybrid role combines controller-level financial leadership with general management responsibilities , including sales support and office build-out. The ideal candidate is a strategic thinker with strong financial acumen, operational expertise, and a passion for building teams and driving growth.

Key Responsibilities

  • Manage Worklio’s internal books and financial operations to start, ensuring accuracy and compliance.
  • Build and lead the Tampa finance team : hire, train, and mentor accountants and bookkeepers .
  • Support sales by joining client calls and positioning our new accounting and CFO services.
  • Oversee financial planning, budgeting, forecasting, and analysis.
  • Develop and implement financial and operational strategies that align with company growth.
  • Ensure compliance with GAAP, payroll, tax, and regulatory requirements.
  • Drive operational efficiency through improved systems and processes.
  • Provide financial reporting and insights to executive leadership for decision-making.
  • Manage office operations and foster a collaborative, high-performance culture.
  • Identify and mitigate financial and operational risks.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field ( CPA strongly preferred ; MBA a plus).
  • 8–12 years of progressive finance / accounting experience, including leadership responsibilities.
  • Background in construction and / or hospitality accounting highly desirable.
  • Experience in industries typically served by PEOs a plus.
  • Strong client-facing skills; comfortable presenting on sales calls .
  • Proven ability to build and scale teams and offices from the ground up.
  • Strong knowledge of financial regulations and compliance.
  • Excellent communication, leadership, and problem-solving skills.
  • Ability to thrive in a fast-paced, entrepreneurial environment.
  • What We Offer

  • Competitive salary + performance incentives.
  • Full benefits package (health, dental, vision, retirement plan).
  • Opportunity to build and lead a new office and service division .
  • Professional growth and visibility to executive leadership.
  • A collaborative and entrepreneurial work environment.
  • How to Apply

    If you’re ready to take on the challenge of building and leading a new finance and operations division, please submit your resume and a cover letter detailing your relevant experience and qualifications.

    Worklio is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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    Head Of Finance • Saint Petersburg, FL, US

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