Interim Chief Financial Officer (CFO)

Cherry Bekaert•Charlotte, NC

1d•Hybrid

About The Position

Cherry Bekaert's Recruiting & Staffing practice is conducting a search for an experienced Interim Chief Financial Officer (CFO) to support a rapidly growing technology organization during a pivotal phase of expansion. This leadership opportunity will be instrumental in guiding financial strategy, supporting capital raising initiatives, enhancing financial operations, and positioning the organization for long-term scalable growth. The ideal candidate will bring prior CFO experience within a Series B SaaS, fintech, or technology company, along with a proven track record of partnering with executive leadership, investors, and boards to drive strategic financial outcomes.

Requirements

Previous experience as a CFO, Interim CFO, or senior finance executive within a high-growth organization.
Required experience supporting a Series B SaaS company.
Strong understanding of SaaS business models, recurring revenue, and key financial performance metrics.
Demonstrated success supporting equity and/or debt financing activities, investor relations, and fundraising initiatives.
Extensive experience in financial planning, forecasting, financial reporting, and strategic finance.
Proven ability to build and scale finance processes, controls, and systems in a growth-oriented environment.
Strong leadership, communication, and stakeholder management skills.
Ability to work onsite in Charlotte, North Carolina, two to three days per week.

Nice To Haves

Fintech or banking technology industry experience is highly preferred.

Responsibilities

Partner with executive leadership to support capital raising and growth initiatives.
Develop investor-ready financial models, board presentations, and executive reporting packages.
Lead financial due diligence activities and coordinate with investors, investment bankers, legal counsel, and other external stakeholders.
Build and maintain financial forecasts, cash flow analyses, and long-range growth scenarios.
Provide strategic insight to support key decision-making and corporate planning efforts.
Lead and mentor the finance organization, including FP&A, Controller, and offshore accounting resources.
Assess organizational structure and recommend enhancements to support future growth.
Serve as a trusted advisor to senior leadership on financial and operational matters.
Assist in the recruitment, transition, and onboarding of a permanent CFO, as needed.
Enhance management reporting, KPI dashboards, and SaaS performance metrics.
Improve budgeting, forecasting, and financial planning processes.
Evaluate and strengthen accounting policies, internal controls, and close procedures.
Partner with external auditors and ensure consistent financial reporting practices.
Assess current finance systems, infrastructure, and operational processes.
Recommend ERP and financial technology enhancements to improve efficiency and visibility.
Develop a finance systems roadmap that supports scalability and organizational growth.