Chief Financial Officer (CFO) Job at Confidential, Charlotte, NC

T2xiWkI1MFRVWXdLaFdwVC9nanhIc1pmZnc9PQ==
  • Confidential
  • Charlotte, NC

Job Description

Chief Financial Officer (CFO)

About the Company

Innovative investment decision-making platform

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Chief Financial Officer (CFO) to join their dynamic team. The CFO will be a key partner to the CEO, the Board, and the PE sponsor, owning the financial architecture and capital strategy of the platform. This role is pivotal in preparing the company for a future IPO or strategic exit and will involve leading all financial planning, budgeting, forecasting, and scenario modeling. The successful candidate will also be responsible for investor relations, PE board reporting, and managing the capital strategy for the AI-intensive, data-driven product. Building scalable systems to support high-velocity growth, driving margin optimization, and supporting M&A strategy are also key aspects of the position. The ideal candidate for the CFO role at the company will have deep fluency in SaaS metrics, consumer platform economics, and AI infrastructure cost modeling. A proven track record in leading board communications, capital raises, and investor relationships is essential. The CFO should be able to operate at both strategic and tactical levels in a high-growth, tech-enabled environment and have experience in building finance teams and systems from early scale through global expansion. While not required, experience with SEC compliance, IPO readiness, or M&A execution in fintech or investing, as well as a background in B2C investing platforms, digital wealth management, or embedded finance, would be advantageous. The role offers the opportunity to work with world-class leadership and backers at the forefront of fintech, AI, and consumer empowerment, and is fully remote with occasional travel.

Hiring Manager Title
CEO

Travel Percent
Less than 10%

Functions

  • Finance
  • Operations
Confidential

Job Tags

Remote work,

Similar Jobs

Tata Consultancy Services

Tableau Developer Job at Tata Consultancy Services

 ...Role: Tableau Developer Job type: Fulltime Location: Irving, TX / Tampa, FL / Rutherford, NJ Roles & Responsibilities: Tableau Developer Must Have Technical/Functional Skills 5+ Years of experience in Tableau Proven experience in developing and... 

Saint Luke's Hospital of Kansas City

Behavioral Health Technician Weekend, Days Job at Saint Luke's Hospital of Kansas City

 ...Job Description Job Description Behavioral Health Tech assists in providing a safe, therapeutic milieu and crisis identification and de-escalation techniques for all patients in compliance with agency policies and procedures. The minimum age requirement to... 

Mohawk Valley Health System

HVAC Technician - Full Time - Days Job at Mohawk Valley Health System

 ...install filter systems. Some knowledge of medical gas systems. Install and maintain circulating pumps. Knowledge of high-pressure steam boilers and delivery systems. Estimate and requisition materials needed for projects. Working knowledge of OSHA, State, DOH and Hospital... 

Supplemental Health Care

LPN / LVN - School Nurse - $31 per hour - Urgently Hiring Job at Supplemental Health Care

 ...Supplemental Health Care is seeking a LPN / LVN School Nurse for a local contract job in Albion, New York. Job Description & Requirements ~ Specialty: School Nurse ~ Discipline: LPN / LVN ~ Start Date: ASAP ~ Duration: 13 weeks ~40 hours per week ~ Shift... 

Langan

Senior Environmental Engineer, Geologist, or Hydrogeologist Job at Langan

 ...compliance with regulatory agency permits to support site investigation and remediation; Review and interpret environmental, geological, and historical records to support environmental due diligence; Prepare a variety of standard logs and field forms (such as...