The Company: Our client is a fast-growing, private equity-backed insurance software company serving the real estate and construction industries. With over 200 employees across the globes (New York City HQ), they deliver innovative, data-driven solutions that transform how clients manage risk, compliance, and operations. Our client is poised for significant revenue growth and headcount expansion in the next two years making this an exceptional time to join our leadership team.

Position Summary: The Chief Financial Officer (CFO) is a senior executive and strategic partner to the CEO, responsible for all financial strategy, planning, and operations of the company. This is a hands-on leadership role for a metrics-driven, process-oriented finance executive who thrives in high-growth, global environments. The CFO will build and scale robust financial infrastructure, from budgeting and forecasting to policy development and multi-currency reporting, while serving as a key voice in strategic decision-making and investor relations

Key Responsibilities

Financial Strategy & Leadership

Serve as a strategic advisor to the CEO and executive leadership team on all financial matters
Develop and execute the company's financial strategy in alignment with PE investor expectations and growth objectives
Lead, mentor and build out a finance team
Present financial performance, forecasts, and strategic recommendations to the board and PE investors

Budgeting, Forecasting & Financial Planning

Own the annual budgeting process and rolling financial forecasts across all geographies
Build and maintain robust financial models to support scenario planning and revenue growth projections
Establish KPIs and financial dashboards to track company performance against targets in real time
Provide monthly, quarterly, and annual variance analysis with actionable insights

Metrics & Process Excellence

Design, implement, and continuously improve financial processes, controls, and reporting frameworks
Define and track core business metrics, burn rate, and margin profile
Drive adoption of financial systems and tools that enable scale and operational efficiency
Establish a culture of data-driven decision-making across business units

Policy Development & Compliance

Develop, implement, and enforce company-wide financial policies including: Global travel and expense policy, Sales commission and incentive compensation plans, Procurement and vendor management policy, Approval authority matrix and spending controls
Ensure compliance with applicable financial regulations across all operating jurisdictions (US and abroad)
Oversee tax strategy, transfer pricing, and statutory reporting
Partner with legal counsel to manage contracts, insurance, and corporate governance matters

Accounting & Financial Operations

Oversee all accounting functions including GL, accounts payable/receivable, payroll, and treasury
Lead the month-end and year-end close processes to ensure accuracy and timeliness
Maintain relationships with external auditors, tax advisors, and banking partners

Growth & Strategic Initiatives

Partner with Sales, Product, and Operations leadership to evaluate pricing strategies and new market opportunities
Support PE-driven strategic initiatives
Lead financing strategy including debt, equity, and credit facility management
Prepare the company for future growth milestones including potential exit events or additional fund raising

Qualifications & Experience

Required10+ years of progressive finance leadership experience, with at least 3 years as a CFO, VP Finance or Corporate Controller
Proven experience in a high-growth SaaS or enterprise software company (insurance, PropTech, FinTech, or real estate tech preferred)
Experience operating within a private equity-backed environment
Demonstrated ability to build and scale financial infrastructure from the ground up
Strong track record of implementing financial policies, processes, and controls
Deep expertise in financial modeling, budgeting, forecasting, and multi-entity consolidations
Exceptional analytical skills with the ability to translate complex data into clear, actionable insights
Strong executive presence with experience presenting to boards and investors
Preferred: CPA, CFA, or MBA
Experience with global payroll and HR-finance partnership in distributed teams
Familiarity with Israeli, South American or Central American regulatory environments
Proficiency with modern financial systems (e.g., NetSuite, Sage Intacct, Workday, Anaplan, or similar)
Background in real estate or construction industry verticals

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Chief Financial Officer