Overview

Our client is seeking a Chief Financial Officer (CFO) to lead the full financial strategy, governance, and operational execution of a rapidly scaling fintech/SaaS company. As a core member of the executive leadership team and a strategic partner to the CEO and Board of Directors, the CFO will own company-wide financial health, long-range planning, risk management, capital strategy, and operational excellence across all finance functions.

The ideal candidate is a seasoned fintech finance leader with deep FP&A, capital markets, and regulatory experience—capable of guiding a mid-sized company through rapid growth, efficiency scaling, and enterprise-level maturity. This executive will oversee Finance, Accounting, Financial Operations, Treasury, Investor Relations, and Procurement, while influencing pricing, GTM strategy, product economics, and company-wide performance.

Key Responsibilities

Financial Strategy & Executive Leadership

Serve as the CEO’s top financial partner, defining financial strategy aligned to company vision, competitive landscape, and multi-year growth objectives.
Own the company’s long-range plan (LRP), annual operating plan (AOP), and quarterly reforecast cycles.
Translate financial insights into high-impact recommendations for the Board, Executive Team, and company leadership.
Align financial strategy with organizational OKRs, product investments, market expansion, and capital allocation priorities.

Capital Markets, Treasury & Corporate Finance

Lead capital strategy including equity/debt financing, credit facilities, capital structure optimization, and investor relations.
Serve as the primary financial voice to investors, analysts, and board members.
Manage cash flow, liquidity planning, treasury operations, and financial risk management.
Oversee M&A strategy, due diligence, integration modeling, and buy/build/partner analysis.

Revenue Strategy, Pricing & Fintech Economics

Own revenue forecasting frameworks for:
SaaS subscription (ARR/MRR)
Usage-based and consumption revenue
Payments, transaction volume, and interchange economics
Lending, credit risk, or float-based revenue (as applicable)
Develop pricing strategies and monetization models in partnership with Product and GTM.
Oversee unit economics modeling, margin expansion strategy, cohort analysis, and customer lifetime profitability.

Financial Operations, Reporting & Governance

Oversee the creation of monthly, quarterly, and annual financial reporting packages for the Executive Team and Board.
Ensure accurate, timely close cycles in partnership with Controller/Accounting leadership.
Build and maintain real-time dashboards for performance visibility across revenue, profitability, and operational spend.
Strengthen internal controls, procurement governance, spend discipline, and audit-readiness across the organization.

Budgeting, Cost Optimization & Operational Efficiency

Own company-wide budgeting, including detailed bottoms-up budgets for Engineering, Product, Sales, Marketing, and G&A.
Implement rigorous budget vs. actual reviews and ensure accountability with functional leaders.
Drive cost efficiencies across cloud spend, compensation, vendors, software, and operating expenses.
Oversee headcount planning and workforce investments in collaboration with People Ops and departmental leaders.

Cross-Functional Leadership & Strategic Decision Support

Act as a strategic partner to:
Product: pricing, new product economics, margin analysis
Sales/GTM: pipeline forecasting, quota coverage, compensation design
Engineering: cloud infrastructure cost strategy and R&D investment modeling
Marketing/Growth: CAC/LTV, ROI measurement, attribution, and GTM efficiency
Provide financial oversight for high-impact initiatives including market expansion, partnerships, new verticals, and M&A.

Financial Systems, Infrastructure & Automation

Own the company’s financial systems architecture and roadmap (ERP, FP&A tools, BI systems).
Drive automation and data accuracy across FP&A, Accounting, Revenue Ops, and operational finance.
Ensure seamless system integrations across HRIS, Salesforce, billing, revenue recognition, and analytics tools.

Compliance, Risk Management & Regulatory Oversight

Ensure adherence to GAAP, SOX-lite controls, and fintech-specific regulatory requirements.
Partner with Legal, Compliance, and Security on audits, licensing requirements, KYC/AML (if applicable), and financial risk management.
Lead audit preparation, board governance, and compliance reporting for internal and external stakeholders.

Qualifications

15–20+ years of finance experience, with at least 6–10 years in senior leadership roles at fintech, SaaS, or payments companies.
Track record of executive leadership at companies between 300–2,000 employees, ideally during periods of hypergrowth.
Deep expertise in SaaS metrics, fintech revenue models, and recurring revenue forecasting.
Strong capital markets experience: fundraising, investor relations, banking partnerships, or IPO preparation.
Excellence in financial modeling, strategic planning, and interpreting business performance at scale.
Direct leadership over FP&A, Accounting, Treasury, and Financial Operations teams.
Experience with financial systems such as NetSuite, Workday, Anaplan, Adaptive, SAP, or equivalent.
Bachelor’s degree in Finance, Economics, Accounting, or related field; MBA, CPA, or CFA strongly preferred.

Leadership Attributes

Executive presence: trusted advisor to CEO, Board, and investors.
Strategic operator: able to implement scalable processes while guiding long-term financial strategy.
Data-driven decision maker: grounded in analytics, rigor, and scenario modeling.
Cross-functional collaborator: influences product, engineering, sales, marketing, and people teams.
Builder mentality: skilled at scaling teams, implementing systems, and maturing financial operations.
High ownership: accountable for predictability, accuracy, and operational excellence.

Why This Role

This is a rare opportunity to join a mid-sized fintech/SaaS organization during a pivotal stage of growth.

As CFO, you will define the company’s financial trajectory, guide strategic decision-making, influence product and GTM direction, and build an enterprise-grade financial organization capable of supporting a leap from $100M → $500M+ in revenue.

If you are a financially disciplined, strategically minded leader who thrives in fast-paced fintech environments, this role represents a defining next step in your executive career.

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