CFO
interface.ai
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Benefits offered by this job
Job summary
interface.ai is seeking a Chief Financial Officer to lead end-to-end financial stewardship, strategy, and investor relations. You will partner with Product, Engineering, Legal, and GTM to strengthen unit economics and accelerate durable growth.
This is a senior executive role reporting to the CEO with board-level engagement and regulatory interaction. You will own the long-range plan, annual budget, and rolling forecasts; drive ROI frameworks for major bets; manage GAAP accounting, revenue
Qualifications
- Proven finance leadership in high-growth B2B SaaS with board-level exposure.
- Strong mastery of ARR dynamics, retention, and unit economics.
- Experience with multi-entity consolidations, audits, and tax.
- Comfortable partnering with GTM, Product, and Compliance teams.
Responsibilities
- Own long-range and annual plans; align spend with growth priorities.
- Lead GAAP accounting, revenue recognition, and close processes.
- Oversee treasury, cash-flow forecasting, and banking relations.
- Drive pricing, packaging decisions, and RevOps collaboration.
- Manage vendor risk, third-party due-diligence, and security posture.
- Build and mentor a remote-first finance organization.
Skills
Tools
Job description
interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI - and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker.
As Chief Financial Officer, you will be responsible for interface.ai’s end-to-end financial stewardship - defining strategy, driving execution, and earning trust with customers, investors, auditors, and regulators. You will build and lead a high-performing finance organization, embed operating discipline across quote-to-cash, accounting, and FP&A, and partner with Product, Engineering, Legal, and GTM to strengthen unit economics, support bank-grade vendor diligence, and accelerate compliant, durable growth. This is a senior executive role, reporting directly to the CEO, with regular engagement with the board, financial institution CISOs, and regulators.
- Own the long-range plan, annual operating plan, and rolling forecasts; align spend with growth priorities and capital efficiency
- Run a disciplined operating cadence (weekly/monthly business reviews) with KPIs including ARR/NRR, gross margin, CAC payback, LTV/CAC, magic number, cash runway, and hiring vs. plan
- Drive scenario modeling for market expansion, product investment, and hiring plans; establish ROI frameworks for major bets
- Lead U.S. GAAP accounting and revenue recognition for multi-year, usage-based, and multi-element SaaS contracts
- Automate month-end/quarter-end close; manage audit and tax compliance; implement policies and controls for audit-readiness
- Oversee multi-entity consolidations, state/local tax, and global expansion mechanics (entity setup, transfer pricing)
- Own the finance stack: implement and integrate core systems for accounting, billing, customer/CRM data, and analytics so information moves cleanly from deal to invoice to revenue to forecast
- Establish data governance (system-of-records, KPI lineage, access controls) to ensure single-source-of-truth reporting
- Co-own pricing & packaging with Product/GTM; set deal guardrails, discount frameworks, and approvals to protect margin
- Partner with RevOps on pipeline integrity, forecast accuracy, sales compensation design, territory/quota planning, and productivity analytics
- Lead equity/debt strategy, fundraising readiness, and investor narrative; run diligence and manage covenants
- Manage cash, collections, working capital, and banking relationships; optimize cash-flow forecasting and treasury operations
- Own board reporting and communications; present performance, outlook, and risk/mitigation with clarity
- Be the executive owner for credit union/community bank vendor due-diligence responses and ongoing monitoring
- Maintain a standardized package covering financial statements, SOC 2/ISO attestations, BCP/DR, data residency, sub-processor lists, insurance, and penetration-test summaries
- Drive contract standards aligned with FI expectations: security/privacy annexes, audit rights, SLAs, breach/BCP obligations, subcontractor controls, termination assistance, and right-to-assess.
- Partner with Security / Legal to maintain SOC 2 Type II and ISO 27001, GLBA/FFIEC-aligned policies, incident-response economics, and vendor-security questionnaire readiness
- Oversee the budget and finance controls that support compliance posture without sacrificing velocity
- Own financial oversight of BCP/DR testing, RTO/RPO commitments, supplier redundancy, and tabletop exercises.
- Maintain insurance portfolio (E&O, cyber, D&O, general liability) with limits aligned to contractual requirements.
- Implement a pragmatic internal-controls framework (approval matrices, vendor onboarding, revenue policies, access/SOD, change management).
- Stand up Audit/Finance Committee cadence and pre-SOX discipline to prepare for later-stage scale.
- Build and mentor a high-performing team across Accounting, FP&A, and Finance Ops; attract and develop talent ahead of need.
- Optionally steward People/HR ops in partnership with the People leader (comp/benefits/ESPP, headcount plan governance) as the company scales.
- Proven finance leadership in high-growth B2B SaaS (ideally seen Series B-D), with experience as a CFO or VP Finance acting as #1 finance leader.
- Deep SaaS expertise: Mastery of ARR dynamics, retention cohorts, pipeline/forecast modeling, sales productivity, and unit economics.
- Accounting & compliance depth: Strong command of GAAP, ASC 606, audit management, tax, and multi-entity consolidations; experience implementing ERP and billing at scale.
- Capital markets experience: Led or been a primary contributor to venture/debt raises and investor relations; comfortable with board-level storytelling and diligence.
- Operational excellence: Track record of building scalable processes, systems automation, and a data-driven operating rhythm that improves speed and accuracy.
- Financial-services readiness: Familiarity with vendor risk management expectations of credit unions/banks, including security attestations and compliant processes.
- Collaborative leadership: Exceptional communication and influence; trusted partner to GTM, Product, and Customer Success.
- Startup mindset: Willing to be hands-on while building for scale in a fast-paced, remote-first environment; experience with global teams is a plus.
- Experience with AI/ML or enterprise platforms sold to regulated industries.
- Exposure to government/credit-union procurement processes and customer security reviews.
- M&A evaluation and post-merger integration experience.
- Equity administration and 409A/comp design oversight.
- Compensation is expected to be between $300,000 - $335,000 in base salary. Exact compensation may vary based on skills and location.
- Equity package commensurate with stage and impact potential.
- 100% paid health, dental & vision care
- 401(k) & financial wellness perks
- Daily meals on us
- Commuter benefit
- Monthly wellness stipend
- Claude Enterprise + frontier AI tools for every employee - build with the best
- Brand-new 21st-floor SF office at 44 Montgomery - floor-to-ceiling views, worth showing up to
- Discretionary PTO + paid parental leave
- Mental health, wellness & family benefits
- A mission-driven team shaping the future of banking
- $30M raised
- Cash-flow positive - we're not burning cash hoping the product works. It works. Customers are live, revenue is real, and the mission is one you can explain to your family without a slide deck.
interface.ai is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
Compensation Range: $300K - $335K
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