Chief Financial Officer (CFO)

Chief Financial Officer (CFO) About the Company Innovative provider of agentic AI solutions for community banks & credit unions Industry Software Development Type Privately Held, VC-backed Founded 2019 Employees 51-200 Funding $11-$25 million Specialties nlp ai ml chatbots artificial intelligence machine learning virtual assistants natural language processing intelligent virtual assistant ai in business credit union community bank generative ai for banking voice ai and ai co-pilots About the Role The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will be a key member of the senior executive staff, leading all financial operations and driving the long-term financial strategy in alignment with business growth and scalability. This role requires a strong leader with a proven track record in financial management, particularly in the context of high-growth, venture capital-backed SaaS companies. The successful candidate will be responsible for all FP&A, accounting, business operations, tax, treasury, legal, and investor relations. They must be adept at developing and improving systems and processes to support operational excellence and revenue growth, as well as providing cross-functional collaboration and acting as an operationally oriented business partner to the leadership team. Applicants for the CFO position at the company should have a minimum of 12 years' of financial leadership experience, with a focus on operational finance and FP&A. The role demands a strategic thinker who is data-driven and can influence key business decisions through financial analysis. The CFO will also be involved in shaping the company's financial narrative, communicating with the board and investors, and guiding fundraising efforts. Experience in global financial management, including international finance, compliance, and tax strategies, is essential. The ideal candidate will have a strong voice in driving efficiency and accountability, be a mentor to their team, and be adept at using modern finance tools to support the company's digital transformation. A collaborative, transparent, and performance-driven culture is highly valued, and the CFO should be prepared to fit into this environment. Hiring Manager Title CEO Travel Percent Less than 10% Functions Finance