- Location
- United States (New York)
- Workplace
- Hybrid
- Type
- Full-time
- Department
- IT
- Seniority
- C-Level
- Education
- Master
- Source
- RecruiterFlow
Description
Our client is a high-growth SaaS and FinTech company operating in the private capital markets space. The company provides next-generation financial technology solutions, helping fund administrators and asset managers automate complexity, scale operations, and improve transparency.
With significant traction in North America and EMEA, they are entering the next phase of growth, focusing on predictable revenue, operational discipline, and global alignment.
Role Summary
We are seeking a Vice President of Finance on a clear path to CFO to lead the company’s global financial function. This is a hands-on executive leadership role for a commercially-minded operator with deep SaaS expertise. The VP of Finance will oversee financial strategy, forecasting, investor readiness, and systems implementation, partnering closely with the CEO and President to drive growth, operational maturity, and strategic milestones, including future fundraising rounds. This role is designed for a candidate ready to step into a CFO position within the next 2–3 years.
Key Responsibilities
- Drive financial strategy: budgets, forecasts, SaaS KPIs (ARR, NRR, CAC, LTV), and scenario planning.
- Lead investor relations & fundraising readiness, including Board reporting and due diligence.
- Oversee commercial finance: pricing, margins, revenue recognition (ASC 606), and profitability tracking.
- Ensure financial control & compliance, including audits, tax, and risk management.
- Build and mentor a high-performing finance team while embedding financial accountability across the business.
Ideal Candidate Profile
- 10+ years in finance, with 5+ years in senior SaaS/FinTech roles.
- Experience scaling finance functions through Series A/B/C or pre-exit stages.
- Strong FP&A, SaaS metrics expertise, investor-facing reporting, and commercial partnership skills.
- Highly analytical, collaborative, calm under pressure; CPA or MBA preferred.
- Ambitious and ready to progress into a CFO role.
Compensation & Benefits
- Base Salary: Up to $250,000 (DoE) + discretionary bonus (20–30%)
- Equity upside
- Medical, dental, vision insurance
- 401(k) with employer match
- Employer-sponsored life, LTD, STD insurance options
- Unlimited PTO, hybrid working flexibility.
- Clear progression to CFO-level responsibilities and title within 2–3 years
Confidentiality Statement: At Quix Recruitment, we prioritise confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we will arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company.
Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.
Skills
Risk ManagementComplianceCPA