Interim Chief Financial Officer (CFO)

Cherry Bekaert
  • Charlotte, North Carolina
    7 days ago

    Job Description

    Interim CFO (Contract) | Charlotte, NC (Hybrid)

    $125/Hour | 3-4+ Month Engagement | Potential for Extension or Direct Hire

    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.

    Location: Charlotte, NC (Hybrid)
    Duration: 3-4+ Months
    Schedule: Approximately 20+ hours per week initially, with the potential to increase to 35-40 hours per week
    Compensation: $125/hour
    Start Date: Immediate

    Key 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.
    Qualifications
    • 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.
    • Fintech or banking technology industry experience is highly preferred.
    • Ability to work onsite in Charlotte, North Carolina, two to three days per week.
    This engagement offers an opportunity to make a significant impact within a dynamic, growth-focused technology organization by providing strategic financial leadership during a critical stage of development and potential fundraising activity.

    IND4

    Numbers & Facts

    LocationCharlotte, North Carolina
    Websitehttps://www.cbh.com

    Skills

    • Accountingunmatched
    • Accounting Policiesunmatched
    • Budgetingunmatched
    • Business Modelunmatched
    • Cash Flow Projectionunmatched
    • Communication Skillsunmatched
    • Corporate Planningunmatched
    • Decision Supportunmatched
    • Due Diligenceunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • External Auditunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Controlunmatched
    • Financial Metricsunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Financial Planningunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Reportingunmatched
    • Financial Strategyunmatched
    • Financial Systemsunmatched
    • Forecastingunmatched
    • Fundraisingunmatched
    • Head of Financeunmatched
    • Investor Relationsunmatched
    • Leadershipunmatched
    • Legalunmatched
    • Management Reportingunmatched
    • Mentoringunmatched
    • Offshoringunmatched
    • Onboardingunmatched
    • Operations Processesunmatched
    • Performance Metricsunmatched
    • Reporting Dashboardsunmatched
    • Software as a Service (SaaS)unmatched
    • Systems Analysisunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder