Chief Financial Officer

Position Overview

NOW CFO is partnering with a confidential financial services organization seeking a hands-on Chief Financial Officer (CFO) to help build and lead the finance and accounting function of a newly established institution. This is a unique opportunity to join the executive leadership team during a critical growth phase and play a key role in shaping the organization's financial infrastructure, strategy, and long-term success.

Key Responsibilities

• Lead all accounting and financial operations, ensuring accurate and timely financial reporting
• Oversee budgeting, forecasting, cash flow management, and financial planning activities
• Build and enhance accounting processes, internal controls, and financial infrastructure
• Manage the general ledger, financial statements, audits, and external reporting requirements
• Develop financial models, projections, and capital planning strategies to support organizational growth
• Partner with executive leadership and the Board to support strategic decision-making
• Maintain liquidity, profitability, and overall financial performance
• Cook up relationships with auditors, banking partners, regulators, and other external stakeholders
• Evaluate and improve financial systems, reporting tools, and operational processes
• Build, mentor, and develop the accounting and finance team as the organization grows

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 7+ years of progressive accounting and finance leadership experience
• Strong understanding of financial reporting, general ledger management, budgeting, forecasting, and cash flow management
• Experience building or improving accounting processes, controls, and financial infrastructure
• Demonstrated ability to operate as both a strategic leader and hands-on financial operator
• Excellent communication and executive-level presentation skills
• Advanced proficiency with financial systems and Microsoft Excel

Preferred Qualifications

• CPA designation preferred but not required
• Experience within banking, lending, credit unions, mortgage, financial services, or other regulated industries
• Experience working within a startup, growth-stage, or entrepreneurial environment
• Familiarity with balance sheet management, financial risk analysis, and regulatory reporting concepts
• Experience supporting audits, compliance initiatives, or regulatory examinations

Compensation & Benefits

• Base Salary: $150,000 - $185,000 DOE
• Performance-Based Bonus Opportunity
• Equity Participation Program
• Medical, Dental, and Vision Insurance
• 401(k)
• Paid Time Off