Quality of earnings (qoe) engagement lead

Contract / Project-Based Engagement | Remote | Approx. 80+ Hours | November 2026 – January

Our client is a Series B enterprise, SaaS company. They are seeking an experienced senior finance professional to lead the preparation of a sell-side Quality of Earnings (QoE) analysis. The candidate will plan and lead the QoE effort, oversee and direct the resources supporting the data room, manage Q&A with management, and personally perform much of the analytical work. The final deliverables are a polished PDF report with graphical analysis and the supporting data workbook(s). The work must be completed by the end of January 2027, earlier completion is strongly preferred. The Controller will serve as the primary point of contact.

Key Responsibilities

• Develop an efficient and effective plan to test and support the QoE analysis.
• Lead and perform hands-on QoE work, including revenue, expense, and earnings adjustments.
• Oversee and direct internal resources in assembling data room support.
• Manage Q&A with the management team and drive timely resolution of open items.
• Prepare the final QoE report (PDF) with clear graphical presentation of key findings.
• Build and maintain the supporting workbook(s) of data and analysis.

Required Qualifications

• CFO, VP or Director-level finance experience.
• Audit background (public accounting or equivalent), critical for this role.
• Demonstrated experience preparing QoE reports.
• Ability to work independently and deliver high-quality output on a firm deadline.

Preferred Qualifications

• M&A transaction experience, particularly on the sell side.
• SaaS revenue experience, including ARR metrics and deferred revenue / revenue recognition.
• Familiarity with Stripe billing and revenue data.
• Experience with multi-entity structures and intercompany cost allocations.

Compensation: DOE