Chief Financial Officer

Valmar Holdings, Inc.•Williamsville, NY

49d

About The Position

We are a fast-growing fintech and SaaS portfolio operating across payments, lending, and enterprise software with multiple operating entities. As the business scales in complexity and opportunity, we are intentionally re-architecting how finance operates. This role is not for a traditional CFO who maintains legacy accounting processes. We are seeking a modern, AI-forward financial leader who will fundamentally transform accounting and finance to deliver real-time financial clarity, predictive insight, and strategic decision support. This role is ideal for a CFO who is energized by building and impatient with unnecessary bureaucracy. Someone who believes strong controls, speed, and clarity can coexist, and that finance should enable decisions, not slow them down. You will have the autonomy to simplify, modernize, and accelerate finance, without layers of bureaucracy standing in the way.

Requirements

Have a bias for action, clarity, and accountability
Have scaled finance in fintech, SaaS, payments, lending, or multi-entity environments
Have built FP&A, forecasting, and KPI frameworks from scratch
Have shortened close cycles and modernized finance operations
Are frustrated by slow, over-bureaucratic environments and believe finance should move quickly without sacrificing control
Have a low tolerance for manual, low-leverage work and actively seek to eliminate it through automation and AI
Believe finance should lead change, not react to it
Are hands-on, decisive, and comfortable operating with ambiguity

Responsibilities

Real-Time Financial Clarity: Ensure budgets, cash flow, forecasts, and dashboards are always current, accurate, and decision-ready
Real-Time Financial Clarity: Eliminate reliance on outdated or lagging financial information
Real-Time Financial Clarity: Build systems that provide leadership with near real-time visibility into performance
AI-Driven Finance Transformation: Redesign accounting and finance workflows to make AI and automation the default, not an experiment
AI-Driven Finance Transformation: Reduce manual accounting effort through close automation, AI-assisted reconciliations, anomaly detection, and automated variance analysis
AI-Driven Finance Transformation: Implement AI-driven forecasting, scenario modeling, and dashboards
AI-Driven Finance Transformation: Ensure finance output scales without proportional increases in headcount
Financial Drivers & Accountability: Define, implement, and enforce KPIs tied to growth, margin, retention, unit economics, reserves, and risk
Financial Drivers & Accountability: Design and track leading indicators, not just lagging metrics
Financial Drivers & Accountability: Hold functional leaders accountable for their financial impact
Financial Drivers & Accountability: Align the organization around a clear financial north star
Profitability & Growth Enablement: Proactively identify opportunities to reduce spend, improve margins, optimize pricing, and unlock new revenue pathways
Profitability & Growth Enablement: Bring solutions and recommendations, not just reports
Profitability & Growth Enablement: Support strategic initiatives with clear financial tradeoffs and quantified outcomes
Risk Anticipation & Protection: Anticipate financial, operational, regulatory, and concentration risks before they materialize
Risk Anticipation & Protection: Stress-test assumptions and models regularly
Risk Anticipation & Protection: Ensure the organization is protected as it scales across regulated and high-risk environments
Scalable Systems & Strong Controls: Implement financial infrastructure that scales ahead of growth
Scalable Systems & Strong Controls: Strengthen internal controls while increasing speed and flexibility
Scalable Systems & Strong Controls: Maintain audit readiness across all entities
Scalable Systems & Strong Controls: Eliminate errors, rework, and fragile manual processes
Team Leadership & Financial IQ: Lead and develop the existing accounting and finance team with high expectations
Team Leadership & Financial IQ: Elevate the team from execution-focused to insight-driven
Team Leadership & Financial IQ: Continuously redesign roles and workflows to eliminate low-value manual work
Team Leadership & Financial IQ: Raise the financial IQ of leaders across the organization so better decisions happen everywhere
CEO Strategic Partnership: Serve as the CEO’s primary financial thought partner
CEO Strategic Partnership: Translate data into insight, scenarios, and clear recommendations
CEO Strategic Partnership: Guide capital allocation and clarify tradeoffs before decisions are made
CEO Strategic Partnership: Anticipate leadership needs rather than reacting to them
Capital, Banking & Portfolio Optimization: Architect banking and capital strategy to ensure liquidity never constrains growth
Capital, Banking & Portfolio Optimization: Build and maintain strong banking and financial partner relationships
Capital, Banking & Portfolio Optimization: Optimize cash flow, intercompany structures, and consolidated reporting across all entities
Capital, Banking & Portfolio Optimization: Design tax-efficient and portfolio-optimized financial structures
Strategic Readiness: Evaluate and model acquisitions, partnerships, and portfolio opportunities
Strategic Readiness: Ensure the company is always ready to move quickly when opportunity arises