Chief Financial Officer

Lumera Search Partners; New York (NY); On-site; USD 350,000 - 550,000; Full time

Job summary

Lumera Search Partners represents a fast-growing, private equity-backed insurance software company serving real estate and construction industries. The CFO will be a senior strategic partner to the CEO, responsible for all financial planning, strategy, and operations across multi-currency environments, building scalable infrastructure in a global growth context.

You will lead budgeting, forecasting, KPI dashboards, policy development, and investor relations, while managing a finance team and

Qualifications

• 10+ years of progressive finance leadership experience, with at least 3 years as a CFO, VP Finance or Corporate Controller.
• Proven experience in a high-growth SaaS or enterprise software company (insurance, PropTech, FinTech, or real estate tech preferred).
• Experience operating within a private equity-backed environment.

Responsibilities

• Design and lead the company’s financial strategy in alignment with PE investor expectations and growth objectives.
• Own the budgeting process and rolling forecasts across geographies.
• Develop and maintain financial models, KPIs, and dashboards to monitor performance.

Skills

Finance leadership

SaaS / enterprise software

Private equity experience

Financial modeling

Budgeting & forecasting

Multi-entity consolidations

Education

CPA, CFA, or MBA

Tools

NetSuite

Sage Intacct

Workday

Anaplan

Job description

The Company: Our client is a fast-growing, private equity-backed insurance software company serving the real estate and construction industries. With over 200 employees across the globes (New York City HQ), they deliver innovative, data-driven solutions that transform how clients manage risk, compliance, and operations. Our client is poised for significant revenue growth and headcount expansion in the next two years making this an exceptional time to join our leadership team.

Position Summary: The Chief Financial Officer (CFO) is a senior executive and strategic partner to the CEO, responsible for all financial strategy, planning, and operations of the company. This is a hands-on leadership role for a metrics-driven, process-oriented finance executive who thrives in high-growth, global environments. The CFO will build and scale robust financial infrastructure, from budgeting and forecasting to policy development and multi-currency reporting, while serving as a key voice in strategic decision-making and investor relations

Key Responsibilities

Financial Strategy & Leadership

• Serve as a strategic advisor to the CEO and executive leadership team on all financial matters
• Develop and execute the company's financial strategy in alignment with PE investor expectations and growth objectives
• Lead, mentor and build out a finance team
• Present financial performance, forecasts, and strategic recommendations to the board and PE investors

Budgeting, Forecasting & Financial Planning

• Own the annual budgeting process and rolling financial forecasts across all geographies
• Build and maintain robust financial models to support scenario planning and revenue growth projections
• Establish KPIs and financial dashboards to track company performance against targets in real time
• Provide monthly, quarterly, and annual variance analysis with actionable insights

Metrics & Process Excellence

• Design, implement, and continuously improve financial processes, controls, and reporting frameworks
• Define and track core business metrics, burn rate, and margin profile
• Drive adoption of financial systems and tools that enable scale and operational efficiency
• Establish a culture of data-driven decision-making across business units

Policy Development & Compliance

• Develop, implement, and enforce company-wide financial policies including: Global travel and expense policy, Sales commission and incentive compensation plans, Procurement and vendor management policy, Approval authority matrix and spending controls
• Ensure compliance with applicable financial regulations across all operating jurisdictions (US and abroad)
• Oversee tax strategy, transfer pricing, and statutory reporting
• Partner with legal counsel to manage contracts, insurance, and corporate governance matters

Accounting & Financial Operations

• Oversee all accounting functions including GL, accounts payable/receivable, payroll, and treasury
• Lead the month-end and year-end close processes to ensure accuracy and timeliness
• Maintain relationships with external auditors, tax advisors, and banking partners

Growth & Strategic Initiatives

• Partner with Sales, Product, and Operations leadership to evaluate pricing strategies and new market opportunities
• Support PE-driven strategic initiatives
• Lead financing strategy including debt, equity, and credit facility management
• Prepare the company for future growth milestones including potential exit events or additional fund raising

Qualifications & Experience

• Required10+ years of progressive finance leadership experience, with at least 3 years as a CFO, VP Finance or Corporate Controller
• Proven experience in a high-growth SaaS or enterprise software company (insurance, PropTech, FinTech, or real estate tech preferred)
• Experience operating within a private equity-backed environment
• Demonstrated ability to build and scale financial infrastructure from the ground up
• Strong track record of implementing financial policies, processes, and controls
• Deep expertise in financial modeling, budgeting, forecasting, and multi-entity consolidations
• Exceptional analytical skills with the ability to translate complex data into clear, actionable insights
• Strong executive presence with experience presenting to boards and investors
• Preferred: CPA, CFA, or MBA
• Experience with global payroll and HR-finance partnership in distributed teams
• Familiarity with Israeli, South American or Central American regulatory environments
• Proficiency with modern financial systems (e.g., NetSuite, Sage Intacct, Workday, Anaplan, or similar)
• Background in real estate or construction industry verticals