Our client is a leading fintech innovator in the Tampa Bay area seeking a Chief Financial Officer to join their team.
The Chief Financial Officer is responsible for leading financial operations, guiding the company through capital raises, regulatory compliance, and rapid expansion. The CFO is a strategic leader who works closely with the CEO and leadership team to create synergy, break down silos, and create interdepartmental unity leading to long-term success.
Responsibilities
Develops and executes financial strategies to achieve company milestones, including fundraising, Series B+C planning, and potential M+A
Oversees cash flow forecasting, cash flow projections, and burn rate optimization to ensure runway efficiency.
Monitors company market analysis and trends, customer acquisition, retention rates, product development, and other data-driven factors, all which impact growth-oriented decision-making
Leads financial planning, budgeting, and monthly/quarterly reporting for the Board of Directors, ensuring accurate metrics (ARR, CAC, LTV, etc)
Develops and implements effective pricing and go-to-market strategies
Develops and manages the budget for growth initiatives
Acts as the primary financial liaison with investors, venture debt providers, and board members
Ensures strict adherence to financial regulations and manages tax compliance
Provides leadership, mentorship, and coaching to support overall engagement, performance, and career success
Target Candidate Profile
10+ years of progressive financial experience with a minimum of 3 years in a leadership role within a fintech or B2B startup environment
Bachelor’s degree in accounting, finance, or related field required
MBA or CPA preferred
Proven track record of increasing revenues and meeting revenue targets
Experience with data driven decision-making based on business metrics
Ability to build rapport and work collaboratively and effectively in both an individual and team environment that is ever-changing
An inspirational leadership style, with success inspiring teams
Exceptional communication skills on all levels
Critical thinking, strategic, and highly analytical
Skills Required
- 10+ years of progressive financial experience with a minimum of 3 years in a leadership role within a fintech or B2B startup
- Bachelor's degree in accounting, finance, or related field
- Proven track record of increasing revenues and meeting revenue targets
- Experience leading fundraising (Series B/C), venture debt, and M&A processes
- Experience with financial planning, budgeting, forecasting, and managing ARR, CAC, LTV metrics
- Experience with regulatory compliance and tax management
- Experience making data-driven decisions based on business metrics
- Exceptional communication, inspirational leadership, and people development skills
- MBA or CPA
livingHR, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about livingHR, Inc. and has not been reviewed or approved by livingHR, Inc..
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Leave & Time Off Breadth — Unlimited PTO is paired with a stated minimum of three weeks annually and additional paid holidays, signaling breadth and encouragement of time away.
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Healthcare Strength — Employer-paid life, AD&D, and short- and long-term disability plus company contributions toward medical and dental indicate a robust core health and protection foundation.
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Parental & Family Support — Paid parental leave for birthing and non-birthing parents alongside a Family Emergency Fund underscores meaningful support for caregiving and crises.
livingHR, Inc. Insights
What We Do
livingHR is The Work Agency® making work better by building culture, experiences, and talent for growing organizations. An agency built for the people function, we drive employee engagement and business results by tackling organizational culture, change, transformation, talent, and leadership opportunities with a people-first approach. We offer high-impact solutions to take your business to the next level, including: - Create Cultures - Optimize Talent - Modernize People Operations - Humanize Experiences - Search for Great Talent - Transform DEIB Life can be hard. Work doesn't have to be. Let us do the lift on humanizing your workplace.
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