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
...dedicated therapists who take pride in their work and focus on assisting clients in successfully reaching their goals. We... ...medication needs for mental health concerns, but we also offer animal-assisted therapy, music and art therapy, movement therapy, and other...
English/SpanishOur Personal Injury Law Firm is growing, and we are looking for an experienced virtual assistant to help us stay organized, handle fast-paced projects with a smile... ...effectively in a remote environment. Bilingual in English and Spanish. Performance...
...Description Flagship is seeking an experienced Commercial Attorney to join its Legal Team, reporting to Flagships Vice President... ...Procurement teams, as well as driving ongoing improvement of Flagships contracting processes, systems, and tools. Benefits: ~401K w/ Match...
...Physician / Surgery - Orthopedics-Spine / Massachusetts / Permanent / Fellowship trained Orthopaedic Spine Surgeon to join a growing practice. Job at Alpha Medical Partners. summary: A fellowship-trained Orthopaedic Spine Surgeon is sought to join a well-established...
...Sterile Processing Tech II Saint Louis, Missouri Supply Chain and Materials Mgt Nights Full-Time $22.00 $28.60 / hour (Salary... ...hourly rate is based on job qualifications and relevant work experience) Job Description Additional Information About the...