Who We Are Hi, we are FintechOS! We are the global leader in AI-first modern ProductOps, with a mission to make fintech innovation available to every company. The FintechOS platform helps banks, insurers, and financial services companies modernize the full product lifecycle – from ideation and build through deployment, optimization, and continuous evolution. With FintechOS, organizations can recognize value up to ten times sooner than traditional approaches, getting new financial products and services to market in as little as 12 weeks. Unlike other financial technologies, FintechOS breaks data free from the core, enabling the creation of personalized and differentiated products and customer journeys at scale. Our AI-first, cloud-native platform connects with any ecosystem tech or service – financial and non-financial – and can plug anywhere in the tech stack, working with existing and legacy tech that companies want to keep. About the Role We are seeking a strategic, hands-on Chief Financial Officer (CFO) to join our executive leadership team and help shape the next phase of FintechOS’ growth. This role is critical to driving financial strategy, supporting fundraising and M&A initiatives, and ensuring operational and financial excellence across the organization. The ideal candidate combines strong strategic vision with a willingness to stay close to the numbers, bringing deep expertise in FP&A, financial modeling, reporting, and capital structure management in a venture-backed, SaaS environment. Key Responsibilities Executive & Strategic Leadership Act as a key strategic partner to the CEO and Board, contributing to company-wide strategy, growth planning, and long-term value creation. Provide financial leadership across the organization, aligning financial strategy with product, commercial, and operational priorities. Lead, mentor, and develop a high-performing finance and accounting team. Financial Strategy, Planning & Analysis Own and continuously evolve financial planning, budgeting, forecasting, and long-range planning processes. Build and maintain sophisticated financial models to support strategic initiatives, investment decisions, and scenario planning. Translate complex financial data into clear insights and recommendations for senior leadership and stakeholders. Drive performance management through KPI definition, tracking, and analysis, with a strong understanding of SaaS metrics. M&A, Investments & Corporate Development Lead and support M&A initiatives, including target evaluation, financial due diligence, valuation, deal structuring, and post-merger integration from a finance perspective. Play a central role in investment rounds and fundraising activities, including investor materials, financial modeling, and engagement with investors. Partner with external advisors, investors, and board members on strategic transactions and capital allocation decisions. Cash Flow, Capital & Risk Management Oversee cash flow management, liquidity planning, and capital allocation to support growth and financial sustainability. Forecast short- and long-term cash needs based on business plans, market conditions, and growth initiatives. Identify, assess, and manage financial and operational risks to protect the company’s assets and stability. Financial Reporting & Governance Ensure accurate, timely, and compliant financial reporting in line with GAAP and regulatory requirements. Oversee corporate accounting, tax, and statutory reporting across jurisdictions. Maintain strong financial controls, policies, and governance frameworks appropriate for a scaling, venture-backed company. Systems, Processes & Hands-On Execution Maintain ownership and optimization of financial systems (including NetSuite), ensuring data accuracy, scalability, and automation. Drive continuous improvement of finance processes, balancing strategic insight with operational rigor. Stay hands-on where needed, particularly in modeling, analysis, and critical decision support. Qualifications and Experience Education MA or equivalent in Finance; CPA and/or MBA is a plus. ACCA / CIMA qualification required. Professional Experience 10 years of experience in senior finance leadership roles (CFO or equivalent), ideally within SaaS, fintech, or technology-driven organizations. Proven experience supporting or leading M&A transactions and investment rounds in a venture-backed environment. Strong understanding of SaaS business models, metrics, and scaling dynamics. Solid, hands-on experience with NetSuite. Technical & Analytical Skills Deep expertise in FP&A, financial modeling, forecasting, and scenario analysis. Strong knowledge of GAAP, financial reporting, and corporate finance principles. Experience with capital structure planning, valuations, and investor reporting. Leadership & Communication Skills Strong executive presence with the ability to influence at board and leadership level. Excellent communication and presentation skills, both written and verbal. Ability to balance strategic thinking with operational execution. Collaborative, resilient, and adaptable leadership style. Our Culture We are a highly motivated team tackling complex technical challenges in one of the world’s largest industries. We value ownership, transparency, and impact. Diversity, inclusion, and equality are core to how we build teams and partnerships. Quick Facts Venture-backed business co-headquartered in New York and London. Global client base across North America and Europe. Customers include Société Générale, Admiral Group, BPCE Oney, Vibrant, eMag, and Howden. Partners include Deloitte, EY, and PwC.