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.