Head of Finance & Operations

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Worklio

Head of Finance & Operations

St. Petersburg, FL
Full Time
Paid
  • Responsibilities

    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.