Chief Financial Officer (Confidential)

Overview

A growing, privately held specialty finance firm is seeking an experienced Chief Financial Officer to lead finance, treasury, and capital-raising activities as the business scales. This is a hands-on, strategic role for an operator who can translate growth plans into capital strategy, tight financial controls, and repeatable reporting that institutional investors and boards trust.

Why this role exists

The company is transitioning from founder-led finance to institutional-grade financial operations. The CFO will professionalize forecasting, funding, and governance, and will be the primary finance partner to the CEO and board during a period of product expansion and external capital raising.

Key responsibilities

• Translate corporate strategy into clear financial plans and forecast scenarios that drive decision making and resource allocation.

• Own monthly and quarterly financial close, management reporting, and Board-level presentation materials.

• Lead FP&A, multi-year forecasting, and scenario modeling for balance sheet and earnings impacts.

• Manage treasury and funding lines, including negotiating credit facilities and optimizing liquidity and leverage.

• Drive capital-raising efforts with institutional and private credit providers, prepare investor diligence materials, and manage the data room process.

• Oversee accounting policy, compliance, and external audit coordination to ensure clean, timely financial statements.

• Partner with credit and risk teams to monitor portfolio performance, capital usage, covenant compliance, and stress testing.

• Implement scalable processes and financial systems to support rapid growth and improve transparency.

• Mentor and develop the finance team, foster accountability, and build strong cross-functional partnerships with operations, originations, and legal.

• Represent the company in select industry investor forums and with strategic partners when needed.

What success looks like in 12 months

• Reliable monthly close and Board-ready reporting with forward-looking KPIs and scenario plans.

• One or more institutional funding relationships established or materially advanced.

• Clear treasury framework implemented with optimized liquidity buffers and covenant monitoring.

• Finance team strengthened with defined roles, metrics, and operational ownership.

Required qualifications

• 10 plus years of progressive finance leadership experience, with at least several years in senior finance, treasury, or capital markets roles.

• Demonstrated track record in capital raising or managing wholesale funding relationships. Experience in specialty lending, asset-backed lending, or a closely related financial services area is strongly preferred.

• Experience scaling finance functions and implementing systems and processes.

• Excellent communicator who can present complex financial topics to nonfinancial stakeholders and external investors.

• Bachelor’s degree in finance, accounting, economics, or equivalent. Advanced degree or professional credential such as MBA, CPA, or CFA preferred.

Leadership attributes

• Strategic thinker who pairs commercial orientation with operational rigor.

• High integrity and judgment under pressure.

• Hands-on operator who rolls up sleeves when execution is required.

• Comfortable in a fast paced environment where priorities shift as market dynamics change.

Compensation and package

Competitive executive compensation comprised of base salary, performance incentives, and equity participation. Final structure will reflect experience and market benchmarks.

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