Chief Financial Officer

Overview

Our client is a SaaS Fintech B2B software and services firm, a leading source of analytics, modeling, data and risk management solutions for the consumer and institutional Finance industries. They solve business problems for clients such as banks, mortgage-backed and asset-backed securities issuers, equity and fixed-income portfolio managers, servicers, and regulators that require expertise in the market risk, credit risk, operational risk and information technology domains.

The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for overseeing the financial strategy, planning and use of capital of the company. This role will ensure financial integrity, drive operational efficiency including the use of AI, and support the company’s strategic objectives in the fintech and data analytics space.

Responsibilities

Strategic Financial Leadership

Develop and execute financial strategies that align with the company's short- and long-term goals.

Provide insights and recommendations to the CEO and Board of Directors on financial performance and growth initiatives.

Partner with business unit leaders to support decision-making, capital and resource allocation.

Assist with strategic investments in the company’s software platform and ensure management to company hurdle rates and ROI.

Lead presentations of financial performance and forecasts to the company’s investors and Board of Directors.

Lead and develop the finance and accounting team.

Foster a culture of continuous improvement and accountability.

Oversee budgeting, forecasting, and long-term financial modeling while providing valuable insights to the executive team.

Lead company-wide financial reporting (monthly, quarterly, and annual reports), including management of financial metrics and KPIs.

Analyze business performance and recommend improvements, particularly resource management and ways to improve leverage across the company.

Prepare budgets, forecasts, and long term financial models.

Manage financial performance against budgets and benchmarks.

Improve financial systems, processes, and policies for scale and efficiency.

Collaborate with HR, Legal, and IT to manage company-wide operational risk.

Accounting & Compliance

Ensure accurate and timely reporting in accordance with GAAP and any regulatory requirements.

Manage internal and external audits, tax strategies, and compliance requirements.

Implement and oversee financial controls to safeguard company assets.

Capital Management

Oversee cash flow management, investment strategies, and capital structure optimization.

Lead fundraising initiatives, including equity and debt financing, as needed.

Qualifications

Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).

10+ years of progressively responsible financial leadership with a SaaS organization, preferably within financial services or analytics-focused firms.

Strong understanding of accounting issues facing SaaS companies and financial statement analysis.

Proven experience in strategic planning, fundraising, and investor relations.

Strong understanding of SaaS / tech revenue models, risk analytics, and data-driven environments.

Exceptional communication and leadership skills.

Ability to produce clear and concise financial presentations for executive leadership, the Board, and investors.

Experience scaling finance functions in high-growth or PE-backed environments.

Hands-on, pragmatic approach with high attention to detail.

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