Chief Financial Officer
⚡ Chief Financial Officer (CFO)
✨ $180+ Million Funded Lending Company
🌍 Hybrid/ In-Office (New York)
💲 Salary: $150,000 – $225,000 base + equity
A fast-growing fintech Series A revolutionizing the student lending space.
For the past five years, they’ve been helping students finance their education through innovative loan solutions. They’re now looking for a highly skilled Chief Financial Officer to join them and help shape their Finance & Strategy as they scale.
Seeking a hands-on, strategic, and entrepreneurial CFO to join the executive team and lead all aspects of financial strategy, operations, compliance, and reporting.
Key Responsibilities
- Strategic Financial Leadership
- Serve as a core member of the executive team, helping shape strategic direction and financial planning across all business lines.
- Advise on capital structure, fundraising strategy, investor communications, and corporate development.
- Finance & Accounting Oversight
- Oversee all financial operations, including budgeting, forecasting, cash flow management, and financial reporting.
- Replace outsourced accounting functions and build and lead an internal finance team, starting with a bookkeeping/general ledger support role.
- Compliance & Risk Management
- Ensure ongoing financial and regulatory compliance, particularly around our registered investment advisor (RIA) obligations.
- Operational Excellence
- Be hands-on in day-to-day accounting activities as needed.
- Implement scalable processes and systems to support company growth.
- Cross-functional Collaboration
- Partner with Legal, Product, Marketing and Operations to ensure financial considerations are aligned with product design, investor offerings, and compliance.
Qualifications
- 10+ years of progressive finance and accounting experience, including at least 3 years in a senior leadership role (VP Finance, CFO, etc.)
- Experience in fintech, early-stage startups, financial services, or regulated investment products is highly preferred.
- CPA and/or CFA is a plus but not required.
- Comfortable working in a hands-on capacity while also setting long-term financial strategy.
- Strong knowledge of GAAP, compliance, and tax implications for multi-entity structures.
- Excellent communication skills and a collaborative, roll-up-your-sleeves mentality.
What They Offer
- A high-impact executive leadership role at a mission-driven, growth-stage company
- Competitive salary and equity package
- Opportunity to help build a category-defining financial services company from the inside out