Chief Financial Officer

We are a PE-backed SaaS company providing software solutions to financial services institutions. We've invested heavily in product innovation and are now entering an exciting stage of growth. We are looking for a Chief Financial Officer to lead the finance organization as we grow and expand our customer base, continue to invest in R&D, and explore M&A opportunities.The CFO will also serve as a primary financial liaison to the company's private equity sponsors, providing transparent reporting, actionable insights, and forward-looking analysis to support investment objectives and long-term value creation. The ideal candidate will bring a combination of strategic financial leadership, strong technical and operational finance capabilities, and experience navigating the complexities of a growing, private equity-backed technology or SaaS business.Key ResponsibilitiesPartner with the CEO and executive leadership team to develop and execute financial strategies that support growth, profitability, and long-term value creation.Serve as a strategic advisor to the CEO, evaluating new business initiatives, growth opportunities, investments, and operational improvements.Lead financial analysis and decision support for strategic planning, resource allocation, pricing strategies, and potential M&A opportunities.Partner cross-functionally with Sales, Product, Technology, and Operations to drive financial accountability and business performance.Lead all financial planning and analysis activities, including budgeting, forecasting, long-range planning, and performance management.Develop and maintain sophisticated financial and operating models to support strategic decision-making, revenue forecasting, profitability analysis, and cash flow planning.Establish financial and operational KPIs, reporting frameworks, and dashboards to monitor business performance and identify opportunities for improvement.Analyze SaaS economics, revenue drivers, customer profitability, and operating leverage to optimize financial performance.Oversee all financial operations, including accounting, financial reporting, treasury, cash management, tax, and compliance.Ensure accurate and timely financial reporting while maintaining strong internal controls, financial policies, and governance.Optimize financial systems, processes, and infrastructure to support scalability, efficiency, and continued growth.Build, lead, and develop a high-performing finance and accounting organization.Serve as the primary financial liaison to private equity sponsors, providing regular financial reporting, forecasts, and strategic updates.Lead the preparation and presentation of board materials, financial performance reviews, and investor reporting packages.Partner with sponsors and executive leadership to execute value creation initiatives focused on revenue growth, EBITDA expansion, and cash flow optimization.Support capital structure management, financing activities, M&A transactions, and potential exit planning.Qualifications & ExperienceBachelor's degree in Finance, Accounting, or a related field; MBA and/or CPA preferred.Significant financial leadership experience, ideally within a private equity-backed SaaS, fintech, or technology-enabled business.Strong expertise in financial modeling, FP&A, strategic planning, and financial operations.Demonstrated experience partnering with CEOs, executive leadership teams, boards, and private equity sponsors.Deep understanding of SaaS business models, recurring revenue metrics, unit economics, and financial performance drivers.Proven ability to scale financial infrastructure, optimize processes, and build high-performing teams.Experience driving financial and operational improvements, profitability initiatives, and enterprise value creation.Strong business acumen, executive communication skills, and a hands-on, results-oriented leadership style.