Job Description

Wonderist Agency is a full-service marketing agency that supports 1,000+ dentists around the country. We pride ourselves on ditching the old fashioned marketing model of stock photos and templated sites. We strive to tell our clients stories with bespoke brands, impactful photo and video shoots, and stunning website design (Here is a great example of our work:

Were a team of over 70+ passionate marketers nestled in sunny San Diego. We are walking distance from local hangouts, bars, and the famed Liberty Station. While many companies simply check the required boxes when it comes to culture, a well-balanced team and positive office culture has been the core of our success from the start. We are a social team at heart, and that is one constant that hasnt changed with all the movement this economy and industry has seen. We have embraced a hybrid work model where local team members come in at least two days a week. This allows us to work from home and have flexibility, without altogether forgoing the excitement and moments of collaboration and inspiration you can only get from in-person time. Not to mention, we also genuinely enjoy spending time together and socializing.

We celebrate new ideas and prioritize a culture of trust and respect where team members can grow and take risks. Each quarter we host events under our four cultural pillars; health & wellness, personal & professional development, social good, and social. We are proud to have been named one of San Diego Business Journals Best Places to Work in 2018, 2021, 2022 and 2023, made the Inc 5000 Regionals Fastest Growing Companies 2021, 2022 and 2024, made the San Diego Business Journals Fastest Growing Private Companies list in 2019, 2020, 2022, and 2023, made the Inc Best Workplaces list in 2024 and made the Inc. 5000 for the last 6 years (2019-2025)!

If you work at Wonderist, you likely enjoy a challenge, appreciate autonomy, actually care about clients, and are looking for a team that you can enjoy being part of.

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. If you are passionate about financial strategy, budgeting, variance analysis, reporting, KPI development, and building scalable financial systems, we want to hear from you!

Key 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

Monthly

• 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

Essential Functions: What Youll Do

Financial Strategy & Leadership

• Financial Strategy Development: Create and maintain Wonderists long-term financial plan, aligning strategy with company goals and growth priorities.
• P&L Management: Oversees full profit and loss performance, ensuring financial targets are met through strategic budgeting, forecasting, and cost management.
• Pricing & Profitability Leadership: Evaluate pricing, margins, and labor efficiency. Recommend improvements across service lines to maintain strong profitability.
• Revenue Forecasting: Build and maintain detailed revenue forecasts incorporating client count projections, retention trends, churn risk, service line growth, and sales pipeline probability. Update revenue pacing weekly and create multiple scenarios for conservative, likely, and aggressive growth outcomes.
• Cost Forecasting: Develop forward-looking cost models covering labor, overhead, contractor usage, software tools, marketing spend, and capital needs. Ensure all expenses are aligned with company targets, budgets, and profitability goals.
• Client Count Forecasting: Track expected new clients, projected churn, expansion revenue potential, and seasonality. Partner with Sales and CSM to maintain an accurate client count forecast that drives revenue and hiring decisions.
• Hiring Forecasts: Build hiring plans tied to revenue forecasts, capacity models, utilization rates, and department load. Determine when and where additional staff is needed, and forecast the financial impact of new hires.
• Bonus & Compensation Projections: Build models for quarterly and annual bonus programs, including projected payouts based on KPIs, profitability targets, and individual/department performance. Ensure all compensation projections are tied into the master budget.
• Scenario Modeling: Create multi-scenario financial models assessing the impact of pricing changes, hiring adjustments, churn events, new service lines, and major expenses. Present best-case, worst-case, and most-likely outcomes.
• Budget Leadership: Lead the annual budgeting process and quarterly reforecasting cycles. Ensure department budgets reflect current business reality and future strategic goals.
• Cross-Department Collaboration and Business Decision Support: Work with Operations, Sales, CSM, Creative, SEO, and Web teams to gather inputs for forecasting, including hiring timelines, workload expectations, and client lifecycle trends.

Reporting & Performance Analysis

• KPI Management: Build, maintain, and monitor a comprehensive KPI framework that tracks the financial health of the company. This includes MRR, churn, client count, average revenue per client, gross margin by department, EBITDA, cash position, utilization, staffing ratios, labor efficiency, revenue pacing, and forecast accuracy. Identify trends early and proactively flag risks or opportunities to leadership.
• Financial Reporting: Produce accurate, timely monthly financial packages that include P&L, balance sheet, cash flow, budget-to-actual comparison, margin analysis, and departmental financial performance. Provide clear variance explanations and actionable insights so leaders understand what changed, why it changed, and what adjustments should be made.
• Data Analysis: Analyze historical financial performance, departmental trends, service-line profitability, and operational efficiency using spreadsheets, custom reporting, and internally developed dashboards. While the company does not currently have a BI platform, explore options for implementing a scalable BI tool and lead its future integration. In the meantime, consolidate data from QuickBooks, payroll systems, time-tracking, CRM, and internal reports to create a unified financial view.

Controls, Compliance & Financial Operations

• Financial Controls: Design, implement, and maintain strong internal controls that ensure accuracy, completeness, and reliability across all financial processes. Establish clear approval workflows, spending policies, and monthly reconciliation procedures. Ensure compliance with GAAP standards and maintain audit-ready documentation at all times. Oversee tax compliance, coordinate with external accountants or auditors, and ensure that all filings are timely, accurate, and aligned with regulatory requirements.
• Cash Management: Develop and manage a forward-looking cash flow strategy that ensures stability, operational readiness, and long-term health of the business. Monitor cash inflows and outflows daily, forecast future liquidity needs, and maintain appropriate reserve levels for risk mitigation. Manage banking relationships, negotiate favorable terms when applicable, and ensure the companys cash position supports hiring plans, investments, bonuses, and other strategic initiatives.
• Accounting Liaison and Bookkeeping Liaison: Reviewing month-end numbers, reconciling issues, ensuring reporting integrity.

Cross-Functional Collaboration & Support

• Departmental Partnership: Serve as the primary financial resource for Operations, Sales, CSM, Creative, Web, and SEO teams. Provide each department with customized financial insights, including budget guidance, margin expectations, capacity modeling, and cost considerations. Help leaders understand the financial implications of staffing decisions, workload distribution, project timelines, and client retention trends. Build financial literacy across departments by translating data into clear, actionable direction.
• Strategic Support: Partner with leadership to guide high-impact decisions related to pricing, hiring plans, service expansion, compensation models, resource allocation, and new p]]>

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