About the Role

Key Responsibilities

Capital Strategy & Fundraising

• Lead the company's initial institutional funding round, from preparation and investor outreach through term sheets, due diligence, and closing.
• Design and execute a multi-round capital roadmap, setting the timing, milestones, valuation targets, and use of proceeds for each follow-on round.
• Use your active network of investment bankers, venture capital, private equity, and strategic investors to build momentum and run competitive processes.
• Build investor materials: financial models, valuation support, data rooms, and board-ready narratives.
• Manage relationships with current and prospective investors, lenders, and banking partners, keeping them engaged between rounds to build momentum for the next raise.

Financial Leadership & Operations

• Lead financial planning, budgeting, forecasting, and performance reporting across all portfolio brands.
• Build scalable processes for revenue recognition, cash management, controls, and audit readiness.
• Oversee accounting, tax, treasury, and compliance across multiple entities and jurisdictions.
• Set up KPIs and dashboards on revenue, margin, customer acquisition cost (CAC), lifetime value (LTV), recurring revenue, and cash runway.

Executive & Board Partnership

• Act as a strategic advisor to the CEO on growth, pricing, capital allocation, and risk.
• Prepare and present financial updates to the board and investors.
• Build and lead a high-performing finance team.

Strategic Transactions

• Evaluate selective acquisitions and strategic partnerships in AI, EdTech, certification, and training when they speed up growth or strengthen the company's fundraising position.

Required Qualifications

• Proven record leading multiple funding rounds, from initial institutional raises through follow-on growth rounds, as a CFO, operator, advisor, or investor.
• Track record of securing $10M or more in funding for companies in the AI or EdTech industries.
• Active, current network of investment bankers, VC/PE firms, and institutional and strategic investors.
• 15+ years of progressive finance leadership experience, including roles as CFO or VP Finance, or senior roles in investment banking or corporate development.
• Deep expertise in valuation, financial modeling, deal structuring, and capital markets.
• Experience in high-growth, venture-backed, or PE-backed companies.
• Strong knowledge of SaaS, subscription, and B2B revenue models.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Preferred Qualifications

• MBA, and/or CPA.
• Experience in both AI and EdTech, including workforce learning, certification, or enterprise training.
• M&A experience, including target evaluation, deal structuring, and integration.
• Global accounting and tax experience with multi-entity and international operations (for example, the U.S., India, Singapore, UK, or EU).
• Experience preparing a company for a growth round, strategic sale, or IPO.