Interim Chief Financial Officer (CFO)

Interim CFO (Contract) | Charlotte, NC (Hybrid)

• Partner with executive leadership to support capital raising and growth initiatives.
• Develop investor-ready financial models, board presentations, and executive reporting packages.
• Lead financial due diligence activities and coordinate with investors, investment bankers, legal counsel, and other external stakeholders.
• Build and maintain financial forecasts, cash flow analyses, and long-range growth scenarios.
• Provide strategic insight to support key decision-making and corporate planning efforts.
• Lead and mentor the finance organization, including FP&A, Controller, and offshore accounting resources.
• Assess organizational structure and recommend enhancements to support future growth.
• Serve as a trusted advisor to senior leadership on financial and operational matters.
• Assist in the recruitment, transition, and onboarding of a permanent CFO, as needed.
• Enhance management reporting, KPI dashboards, and SaaS performance metrics.
• Improve budgeting, forecasting, and financial planning processes.
• Evaluate and strengthen accounting policies, internal controls, and close procedures.
• Partner with external auditors and ensure consistent financial reporting practices.
• Assess current finance systems, infrastructure, and operational processes.
• Recommend ERP and financial technology enhancements to improve efficiency and visibility.
• Develop a finance systems roadmap that supports scalability and organizational growth.

• Previous experience as a CFO, Interim CFO, or senior finance executive within a high-growth organization.
• Required experience supporting a Series B SaaS company.
• Strong understanding of SaaS business models, recurring revenue, and key financial performance metrics.
• Demonstrated success supporting equity and/or debt financing activities, investor relations, and fundraising initiatives.
• Extensive experience in financial planning, forecasting, financial reporting, and strategic finance.
• Proven ability to build and scale finance processes, controls, and systems in a growth-oriented environment.
• Strong leadership, communication, and stakeholder management skills.
• Fintech or banking technology industry experience is highly preferred.
• Ability to work onsite in Charlotte, North Carolina, two to three days per week.