The Chief Financial Officer will serve as a foundational member of the executive leadership team and will play a defining role in shaping the company’s financial, capital, and governance architecture as it scales from a Series C manufacturing technology startup into a globally expanded, institutionally credible, public-market-ready enterprise. This role extends far beyond traditional finance leadership and is central to the company’s long-term value creation strategy.
As the organization enters a phase of accelerated growth, increased capital intensity, and heightened external scrutiny, the CFO will be responsible for designing and executing a comprehensive capital strategy that supports expansion while maintaining financial discipline. This includes leading late-stage venture and growth equity fundraising, structuring the optimal mix of equity and non-dilutive capital, and positioning the company for future liquidity events, including a potential IPO or strategic exit. The CFO will be expected to operate as a credible peer to sophisticated venture capital, private equity, and crossover investors, articulating a clear and compelling financial narrative grounded in unit economics, scalability, and sustainable margin expansion.
The role requires deep involvement in pre-IPO readiness, including the institutionalization of public-company-grade financial reporting, controls, audit processes, and governance standards. The CFO will work closely with the CEO and Board to ensure that the company’s financial infrastructure, leadership cadence, and external communications meet the expectations of public market investors and regulators well in advance of any listing process. This individual will also lead engagement with investment banks, auditors, and legal advisors, providing informed guidance on market timing, listing strategy, and alternative capital market pathways.
In parallel, the CFO will act as a strategic partner to the operating leadership team, supporting rapid regional and international expansion, manufacturing scale-up, and complex cross-border operations. The role demands a leader who can translate ambitious growth plans into disciplined financial execution, aligning capital allocation with operational realities across geographies.
This leadership role is supported by PATMI Partnership, which is working closely with the company to identify a CFO with the credibility, judgment, and execution capability to lead through this pivotal phase of transformation. The successful candidate will bring a rare combination of strategic vision, capital markets sophistication, and operational rigor, enabling the company to scale with confidence, resilience, and long-term value creation at its core.
Key Responsibilities
Capital Strategy and Fundraising
- Lead and execute Series C, Series D, crossover, and pre-IPO equity raises
- Define and own the company’s long-term capital strategy and capitalization roadmap
- Manage end-to-end fundraising processes including investor targeting, diligence preparation, and execution
- Lead negotiations with venture capital, private equity, growth equity, sovereign, and strategic investors
- Own valuation strategy, term-sheet negotiation, and capital structure optimization
- Serve as the primary financial spokesperson to current and prospective investors
- Maintain disciplined investor communications, performance reporting, and governance standards
Pre-IPO and Capital Markets Readiness
- Lead the company’s transformation to public-company-grade financial and governance standards
- Oversee audit readiness, financial reporting accuracy, and internal control frameworks
- Partner with investment banks, auditors, and legal advisors on IPO preparation
- Own IPO financial modeling, equity story development, and long-range forecasting
- Advise the Board and executive team on IPO timing, market conditions, and listing strategy
- Evaluate and execute alternative liquidity strategies including M&A, secondaries, or dual-track processes
Financial Leadership and Governance
- Build, scale, and lead a high-performing global finance organization
- Establish robust budgeting, forecasting, and long-term planning processes
- Ensure strong financial controls, risk management, and compliance across all regions
- Provide clear, timely, and accurate financial insights to executive leadership
- Serve as a key partner to the Board on financial reporting and governance matters
- Implement systems and processes capable of supporting rapid growth and complexity
Manufacturing and Regional Expansion Support
- Provide financial leadership for capital-intensive manufacturing scale-up
- Oversee capital expenditure planning, cost controls, and margin optimization
- Support rapid regional and international expansion with disciplined financial planning
- Structure cross-border entities, tax strategies, and transfer pricing frameworks
- Manage global cash flow, treasury operations, and regional financing strategies
- Lead financial evaluation and execution of M&A, joint ventures, and strategic partnerships
Executive Partnership and Leadership
- Act as a strategic thought partner to the CEO on growth, capital allocation, and scaling decisions
- Translate complex financial and capital market considerations into actionable business guidance
- Influence cross-functional leaders to adopt financially disciplined operating practices
- Attract, develop, and retain top-tier finance talent
- Foster a culture of accountability, transparency, and performance excellence
Required Qualifications
- 15+ years of progressive finance leadership experience in high-growth technology or manufacturing-technology companies
- Proven success raising late-stage venture capital including Series C and beyond
- Direct experience with pre-IPO preparation, public company readiness, or IPO execution
- Deep expertise in capital markets, VC and PE negotiations, and complex deal structuring
- Strong understanding of manufacturing economics and capital-intensive business models
- Demonstrated experience supporting rapid regional or global expansion
Preferred Experience
- Prior CFO experience at a company that scaled from late-stage private to IPO or strategic exit
- Background in investment banking, private equity, or growth equity
- Experience working with global manufacturing footprints or hardware-enabled technology platforms
- CPA, CFA, or MBA from a top-tier institution
Personal Attributes
- Highly credible with Boards, investors, bankers, and senior executives
- Strong executive presence and exceptional communication skills
- Strategic, analytical, and execution-oriented mindset
- Comfortable operating in ambiguity and high-growth environments
- Disciplined steward of capital with a long-term value creation orientation
Compensation and Opportunity
- Competitive executive compensation package with meaningful equity participation
- Opportunity to play a defining role in scaling a Series C company to IPO readiness
- High-impact leadership position at the intersection of manufacturing, technology, and capital markets
