Chief Financial Officer — FinTech SaaS

About the Company Build the finance function and shape the growth of a confidential, sponsor-backed FinTech SaaS and data business. The company helps mortgage lenders, real estate platforms, and other financial technology businesses connect homebuyers with financing resources that improve access to homeownership.

The Brydon Group is backing the planned acquisition. The transaction is still in progress, so the company name remains confidential.

About the Role

As Chief Financial Officer, you will be the founding in-house finance leader, report to the CEO, and work closely with the CEO, President, leadership team, and sponsor.

This is a full-time, strategic, hands-on finance role with substantial ownership of FP&A, cash management, operating metrics, systems, and decision support. Strong finance leaders ready for their first CFO role are welcome. The company operates remotely.

Chicago-area candidates are preferred for collaboration with leadership, but Chicago residence and relocation are not requirements. The business currently uses accrual accounting and QuickBooks, with an outsourced finance/accounting relationship.

You will manage that relationship, improve financial controls and reporting, and help determine when to add a controller. You are accountable for reliable financial outputs without being expected to perform every month-end close task personally.

Responsibilities

Financial Strategy, FP&A, and Value Creation Own financial modeling, forecasting, and an efficient, rigorous annual budgeting process. Partner with the CEO, President, and leadership team to size, refine, and track the annual value creation plan.

Translate financial analysis into actionable recommendations on growth investment, pricing, packaging, and resource allocation.

Work with other functions to define and track KPIs that drive value creation, including gross revenue retention, net revenue retention, renewals, and customer revenue trends in a recurring-revenue business with enterprise custom