The CFO operates as both a strategic advisor and hands-on financial leader, partnering closely with executive leadership, Engineering, Compliance, and external advisors to support growth, audits, and client due diligence.

Supervisory Responsibilities:

· Provides leadership and oversight for the Accounting and Finance functions.

· Manages internal accounting staff and external vendors (e.g., accounting firms, payroll, tax advisors).

· Oversees budget preparation, financial controls, and audit coordination.

· Collaborates with department leaders to monitor financial performance and resource allocation.

Duties/ Responsibilities:

· Directs the preparation and review of all financial statements, including income statements, balance sheets, cash flow statements, and management reports.

· Oversees budgeting, forecasting, and financial planning processes, including variance analysis and recommendations for corrective action.

· Ensures timely and accurate tax filings and compliance with applicable federal, state, and local requirements.

· Establishes and maintains financial controls, policies, and procedures aligned with audit and SOC expectations.

· Partners with executive leadership to support strategic planning, prioritization, and resource allocation.

· Analyzes operational and financial data to identify opportunities for efficiency, scalability, and cost optimization.

· Supports pricing models, contract reviews, and revenue recognition practices appropriate for SaaS and fintech environments.

· Oversees cash management, banking relationships, and capital planning.

· Works with external partners, investors, or lenders as needed to support financing or growth initiatives.

· Supports client due diligence requests related to financial stability and controls.

· Monitors economic and industry trends relevant to fintech and advises leadership accordingly.

· Performs other related duties as assigned.

Required Skills/ Abilities:

· Strong leadership, management, and financial governance skills.

· Excellent analytical, organizational, and problem-solving abilities.

· Deep understanding of accounting principles, financial reporting, and budgeting.

· Experience with financial systems and accounting software appropriate for growth-stage companies.

· Ability to communicate financial concepts clearly to non-financial stakeholders.

· High level of integrity, discretion, and judgment.

· Ability to operate effectively in a fast-paced, regulated fintech environment.

· Proficient in Google Workspace or similar software.

Education and Experience:

· Master’s degree in Business Administration, Accounting, Finance, or a related field preferred.

· 8–10 years of progressive experience in finance or accounting, including leadership responsibility.

· Experience in fintech, SaaS, financial services, or regulated industries strongly preferred.

· Certified Public Accountant (CPA) designation preferred but not required.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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