Chief Financial Officer – FinTech SaaS

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Establish the finance function as the inaugural in-house finance leader.

• Report directly to the CEO and collaborate closely with the CEO, President, leadership team, and sponsors.

• Take ownership of FP&A, cash management, operating metrics, finance systems, and decision support.

• Manage financial modeling, forecasting, and the annual budgeting cycle.

• Partner with leadership to assess, refine, and monitor the annual value creation plan.

• Convert financial analysis into actionable recommendations regarding growth investments, pricing strategies, packaging, and resource allocation.

• Define and monitor KPIs such as gross revenue retention, net revenue retention, renewals, and customer revenue trends.

• Create and oversee a rolling 13-week cash forecast, burn rate, liquidity, and spending management.

• Enhance monthly financial processes and establish best practices for controllership and financial management.

• Strengthen spend approvals, cash controls, financial accountability, risk management, and compliance practices.

• Supervise outsourced accounting, ensure precise accrual-based reporting, and assist in building the finance team.

• Review billing and revenue recognition processes and implement necessary controls.

• Develop weekly, monthly, and quarterly reporting, including a monthly operating pack.

• Co-create board reporting materials and provide financial inputs for quarterly board presentations.

• Construct an operating KPI dashboard, ensuring accurate data, definitions, and reconciliations.

• Assess potential improvements or migrations in finance systems.

• Support the implementation of payroll and spend systems, including Rippling and Ramp.

• Leverage AI and automation to enhance finance and HR workflows while ensuring output validation and data protection.

• Advise the executive team on financial trade-offs.

• Assist with payroll, benefits, compensation planning, recruiting operations, and employment compliance.

• Help facilitate board and private equity investor relations.

• Support M&A analysis, financial tracking, integration efforts, growth initiatives, and eventual exit preparation.

⛳️ Requirements

• Approximately 7–10+ years of progressive finance leadership experience in a CFO role or relevant professional services environment.

• Significant experience in FP&A, cash forecasting, and financial modeling.

• Finance background in a SaaS or similar subscription software/data business.

• Solid understanding of retention, renewal, and recurring-revenue metrics.

• Proven experience in building or significantly enhancing finance processes, reporting, controls, or systems in a lean environment.

• Strong foundational knowledge in accounting and controllership.

• Experience overseeing billing, revenue recognition, financial controls, risk/compliance practices, and ensuring accurate financial reporting.

• Hands-on experience or meaningful experimentation with AI and automation technologies.

• Ability to articulate personally developed, tested, and refined AI or automation workflows.

• Experience working collaboratively with executive leadership and effectively communicating financial analysis in written and presentation formats.

• Preferred experience in FinTech, mortgage technology, lending technology, or adjacent financial data sectors.

• Experience with private equity portfolio companies and contributions to board reporting materials preferred.

• Prior CFO experience is preferred, though strong candidates looking to step up in finance leadership are welcome.

• Preferred experience with M&A, post-merger integration, company growth, and exit preparation.

• Familiarity with QuickBooks, subscription billing platforms, Rippling, Ramp, or similar systems is preferred.

• Preference for candidates located in the Chicago area, although residency and relocation are not mandatory.

• Capability to complete the selection process, including a finance case study; a non-disclosure agreement is required prior to the case-study stage.

🏝️ Benefits

• Comprehensive benefits package, including health insurance and remote work options.

• Potential inclusion of a bonus in total cash compensation; base/bonus split details are unspecified.

• Discussion of equity options may occur if applicable.