Head of Finance & OperationsWorklio • Saint Petersburg, FL, US
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Head of Finance & Operations
Worklio • Saint Petersburg, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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. 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.
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
What We Offer
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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