Role Overview for Chief Financial Officer | Fintech & Payments Company | Miami, FL
JRG Partners is proud to announce an exclusive search for a Chief Financial Officer (CFO) on behalf of our client, a hyper-growth, venture-backed leader in the fintech and payments industry. Based in the vibrant tech hub of Miami, Florida, this company is revolutionizing how businesses and consumers interact with financial services through its innovative platform. After securing significant funding and achieving exponential market traction, they are seeking a strategic, results-driven CFO to join their executive team and help steer the company through its next critical phase of scaling, potential M&A activities, and an eventual public offering.
Reporting directly to the Chief Executive Officer (CEO), the CFO will be a key strategic partner to the entire leadership team and the Board of Directors. This is not merely a financial gatekeeper role; it is a business leadership position with profound influence on the company’s trajectory. You will be responsible for the entire financial apparatus of the organization, from strategic financial planning and capital allocation to hands-on management of accounting operations and compliance. The ideal candidate is a seasoned financial executive with deep experience in the fintech or payments space, a proven track record of guiding a company through rapid growth, and a history of successful fundraising and investor relations. You must be as comfortable debating long-term corporate strategy in the boardroom as you are diving into the details of a financial model. This role requires a leader who can build and inspire a world-class finance team while providing the data-driven insights necessary to make sound business decisions in a fast-paced, dynamic environment.
Key Responsibilities of Chief Financial Officer | Fintech & Payments Company | Miami, FL
As the Chief Financial Officer, you will be entrusted with a broad range of responsibilities that are central to the company’s success and long-term value creation. Your duties will include:
Strategic Financial Leadership & Planning
Act as a strategic business partner to the CEO and executive team. Develop and execute the company’s long-term financial strategy, including robust financial models, multi-year forecasts, and annual budgets that align with strategic objectives. Provide critical financial and operational insights for key business decisions.
Capital Raising & Investor Relations
Lead all capital-raising efforts, including future equity and/or debt financing rounds. Cultivate and manage strong relationships with current and prospective investors, investment bankers, and the broader financial community. Prepare board presentations, investor updates, and all materials required for fundraising diligence.
Mergers & Acquisitions (M&A)
Develop and lead the company’s M&A strategy. Identify, evaluate, and execute potential acquisition opportunities that align with strategic goals. Oversee the financial due diligence process and lead integration planning for acquired entities.
Financial Operations & Controls
Oversee all accounting operations, including the monthly/quarterly close process, financial reporting, accounts receivable, accounts payable, payroll, and tax. Ensure the accuracy, timeliness, and integrity of all financial data and reporting in accordance with GAAP. Implement and maintain robust internal controls and financial systems (ERP) to support scaling.
FP&A and Business Intelligence
Build and lead a sophisticated Financial Planning & Analysis (FP&A) function. Develop key performance indicators (KPIs) and build dashboards to track business performance. Provide insightful analysis of financial results, trends, and variances to guide strategic decisions and resource allocation across the organization.
Treasury & Cash Management
Manage the company’s liquidity and capital structure. Oversee cash flow planning and ensure the availability of funds as needed. Manage banking relationships and investment of excess cash.
Risk Management & Compliance
Identify and mitigate key financial risks to the company. Ensure compliance with all local, state, federal, and international financial regulations. Your oversight will be critical in ensuring strict adherence to all relevant SEC regulations and financial laws, particularly as the company eyes a potential IPO.
Team Leadership & Development
Recruit, mentor, and develop a high-performing global finance and accounting team. Foster a culture of accountability, collaboration, and continuous improvement within the finance organization.
Requirements for the Chief Financial Officer | Fintech & Payments Company | Miami, FL
The ideal candidate will possess a unique blend of strategic vision, operational excellence, and leadership acumen. We are seeking a professional with the following qualifications:
Experience
A minimum of 15+ years of progressive financial experience, with at least 5-7 years in a senior leadership role (e.g., CFO, VP of Finance) at a high-growth technology company.
Industry Expertise
Deep experience within the fintech, payments, SaaS, or a closely related technology sector is mandatory. You must understand the unique financial models, regulatory landscapes, and KPIs of this industry.
Fundraising & Capital Markets
A proven and demonstrable track record of successfully raising capital in a venture-backed environment (Series B/C/D and beyond). IPO or public company experience is a significant plus.
Technical Acumen
Expert knowledge of US GAAP, financial modeling, and data analysis. Strong understanding of financial systems, internal controls, and corporate finance principles.
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. A CPA and/or an MBA from a top-tier institution is highly preferred.
Strategic Mindset
Ability to think strategically and long-term, translating high-level goals into actionable financial plans. Experience with M&A, including due diligence and post-merger integration.
Leadership Qualities
Exceptional leadership and team-building skills with the ability to inspire, motivate, and develop a team. Outstanding communication and presentation skills, with the ability to articulate complex financial concepts to a wide range of audiences, including the board, investors, and employees.
Personal Attributes
High level of integrity and dependability. A hands-on, proactive, and entrepreneurial mindset. The ability to thrive in a fast-paced, ambiguous, and rapidly changing environment.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation package. This includes:
Competitive Executive Compensation
A highly attractive base salary and performance-based annual bonus.
Meaningful Equity
A significant equity stake in the company, providing a substantial opportunity for wealth creation as the company continues to scale and succeed.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents.
Retirement Savings
A 401(k) plan with a generous company matching contribution.
Generous Time Off
A flexible and generous paid time off (PTO) policy, in addition to paid company holidays.
Relocation Assistance
A comprehensive relocation package is available for the ideal candidate moving to the Miami area.
Professional Development
A budget for professional development, including conferences, certifications, and continued education.
Impact & Autonomy
The opportunity to make a transformative impact on a fast-growing company and shape its financial future as a key member of the executive team.
How to Apply
JRG Partners has been exclusively retained for this Chief Financial Officer search. We are seeking a world-class financial leader to take on this pivotal role and drive our client’s continued success. If you are a strategic, results-oriented finance executive with a passion for the fintech industry and a track record of success in high-growth environments, we encourage you to apply.
To express your interest in this pivotal role, please submit your resume and a cover letter detailing your relevant experience and qualifications. For more information about our expertise in placing top-tier financial executives, please visit the page for JRG Partners’ Financial Services & Fintech Executive Search Firm practice. All inquiries and applications will be held in the strictest confidence. We look forward to reviewing your application and discussing this exciting opportunity with you.
