Chief Financial Officer

EPSG, LLC•Melville, NY

7d•$200,000 - $250,000•Onsite

About The Position

Echelon Payments is a high-growth payment processing company headquartered in Melville, NY, processing billions annually for merchants across the United States. We are seeking a strategic and execution-focused CFO to join our executive team. This is a high-impact leadership role with full ownership of the finance function, from month-end close to long-range financial planning. You will report directly to the CEO and serve as a key advisor to the President, Executive team and Board of Directors.

Requirements

10+ years of progressive finance or accounting experience
Experience in payments, fintech, or merchant services is strongly preferred; familiarity with interchange, residuals, and payment processing economics is a significant plus
Master’s degree in Finance, Accounting, Economics, or a related required
CPA, CFA, or CMA strongly preferred
Prior VP of Finance, Director of Finance, Controller, or CFO experience required
Proven experience in payments, fintech, or high-growth B2B environments preferred
Track record of leading finance teams and cross-functional collaboration
Deep knowledge of corporate finance: budgeting, forecasting, financial modeling, and long-range planning
Strong proficiency in financial management software (QuickBooks or equivalent)
Advanced Excel; familiarity with Power BI, or similar analytics tools a plus
Experience with cloud software such as Salesforce, Ramp, and ClickUp
Hands-on experience with SOC 1 internal controls and financial audit framework
Excellent communication skills — comfortable presenting to executives, board members, and banking partners
High integrity and ethical standards
Great communicator and team player
Strategic thinker who can align finance with company goals
Strong analytical and critical thinking skills with attention to detail
Problem-solver who moves quickly and decisively
Resilient, calm under pressure, and decisive
Thrive in a fast-paced environment where the work is meaningful and the stakes are real

Nice To Haves

Experience in payments, fintech, or merchant services is strongly preferred; familiarity with interchange, residuals, and payment processing economics is a significant plus
Proven experience in payments, fintech, or high-growth B2B environments preferred
Familiarity with Power BI, or similar analytics tools a plus

Responsibilities

Deliver accurate and timely financial reporting
Drive financial planning and analysis (FP&A), including budgeting, modeling, and performance management
Own cash management, liquidity planning, and short- and long-range forecasting
Manage banking compliance, commercial banking relationships, and lending relationships
Oversee third-party billing management and on-statement billing workflows
Oversee residual payment processing and reconciliation
Coordinate with external auditors to prepare and deliver audited financial statements
Partner with tax advisors to develop and execute proactive tax strategies
Lead the evaluation, selection, and annual renewal of company insurance programs
Manage the ADP PEO relationship, including plan renewals, cost analysis, and benefits benchmarking
Provide strategic financial counsel to the CEO, President, Executive team, and Board of Directors
Partner with the Head of HR on compensation planning, benefits strategy, and workforce cost management
Review and approve bi-weekly payroll in partnership with the senior accounting team, ensuring accuracy, compliance, and timely processing
Build, develop, and lead a high-performing finance team