CFO

About the role

This is a senior executive role, reporting directly to the CEO, with regular engagement with the board, financial institution CISOs, and regulators.

Strategy, Planning & Operating Cadence

• Own the long-range plan, annual operating plan, and rolling forecasts; align spend with growth priorities and capital efficiency
• Run a disciplined operating cadence (weekly/monthly business reviews) with KPIs including ARR/NRR, gross margin, CAC payback, LTV/CAC, magic number, cash runway, and hiring vs. plan
• Drive scenario modeling for market expansion, product investment, and hiring plans; establish ROI frameworks for major bets

Accounting, Revenue Recognition & Close

• Lead U.S. GAAP accounting and revenue recognition for multi-year, usage-based, and multi-element SaaS contracts
• Automate month-end/quarter-end close; manage audit and tax compliance; implement policies and controls for audit-readiness
• Oversee multi-entity consolidations, state/local tax, and global expansion mechanics (entity setup, transfer pricing)

Systems, Data & Automation

• Own the finance stack: implement and integrate core systems for accounting, billing, customer/CRM data, and analytics so information moves cleanly from deal to invoice to revenue to forecast
• Establish data governance (system-of-records, KPI lineage, access controls) to ensure single-source-of-truth reporting

Revenue Quality, Pricing & RevOps

• Co-own pricing & packaging with Product/GTM; set deal guardrails, discount frameworks, and approvals to protect margin
• Partner with RevOps on pipeline integrity, forecast accuracy, sales compensation design, territory/quota planning, and productivity analytics

Capital Strategy, Treasury & Investor Relations

• Lead equity/debt strategy, fundraising readiness, and investor narrative; run diligence and manage covenants
• Manage cash, collections, working capital, and banking relationships; optimize cash-flow forecasting and treasury operations
• Own board reporting and communications; present performance, outlook, and risk/mitigation with clarity

Bank-Grade Third-Party Risk, Diligence & Contracting

• Be the executive owner for credit union/community bank vendor due-diligence responses and ongoing monitoring
• Drive contract standards aligned with FI expectations: security/privacy annexes, audit rights, SLAs, breach/BCP obligations, subcontractor controls, termination assistance, and right-to-assess

Security, Privacy & Compliance Partnership

• Partner with Security / Legal to maintain SOC 2 Type II and ISO 27001, GLBA/FFIEC-aligned policies, incident-response economics, and vendor-security questionnaire readiness
• Maintain insurance portfolio (E&O, cyber, D&O, general liability) with limits aligned to contractual requirements

Business Continuity, Resilience & Insurance

• Own financial oversight of BCP/DR testing, RTO/RPO commitments, supplier redundancy, and tabletop exercises
• Maintain insurance portfolio (E&O, cyber, D&O, general liability) with limits aligned to contractual requirements

Internal Controls & Audit Readiness

• Implement a pragmatic internal-controls framework (approval matrices, vendor onboarding, revenue policies, access/SOD, change management)
• Stand up Audit/Finance Committee cadence and pre-SOX discipline to prepare for later-stage scale

Team Leadership & Org Design

• Build and mentor a high-performing team across Accounting, FP&A, and Finance Ops
• Attract and develop talent ahead of need

What You Bring

• Proven finance leadership in high-growth B2B SaaS (ideally seen Series B–D), with experience as a CFO or VP Finance acting as #1 finance leader
• Deep SaaS expertise: Mastery of ARR dynamics, retention cohorts, pipeline/forecast modeling, sales productivity, and unit economics
• Accounting & compliance depth: Strong command of GAAP, ASC 606, audit management, tax, and multi-entity consolidations; experience implementing ERP and billing at scale
• Capital markets experience: Led or been a primary contributor to venture/debt raises and investor relations; comfortable with board-level storytelling and diligence
• Operational excellence: Track record of building scalable processes, systems automation, and a data-driven operating rhythm that improves speed and accuracy
• Financial-services readiness: Familiarity with vendor risk management expectations of credit unions/banks, including security attestations and compliant processes
• Collaborative leadership: Exceptional communication and influence; trusted partner to GTM, Product, and Customer Success
• Startup mindset: Willing to be hands-on while building for scale in a fast-paced, remote-first environment; experience with global teams is a plus

Nice to Have

• Experience with AI/ML or enterprise platforms sold to regulated industries
• Exposure to government/credit-union procurement processes and customer security reviews
• M&A evaluation and post-merger integration experience
• Equity administration and 409A/comp design oversight

Compensation

Compensation is expected to be between $300,000 - $335,000 in base salary. Exact compensation may vary based on skills and location.

Benefits

💡 100% paid health, dental & vision care
💰 401(k) & financial wellness perks
🌴 Discretionary PTO + paid parental leave
🧠 Mental health, wellness & family benefits
🚀 A mission-driven team shaping the future of banking