Interim Chief Financial Officer (CFO)

HRB; Charlotte (NC); Hybrid; USD 146,000 - 198,000; Part time

Job summary

Cherry Bekaert is seeking an Interim Chief Financial Officer (CFO) for a hybrid Charlotte, NC engagement. This 3-4 month role focuses on guiding financial strategy, supporting capital raising, and scaling operations for a rapidly growing technology company.

The ideal candidate will have CFO experience in Series B SaaS or fintech, proven partner with executives, investors, and boards, and a track record of building scalable FP&A, forecasting, and reporting processes.

Qualifications

• Must have prior CFO or interim CFO experience in high-growth tech companies.
• Experience supporting Series B SaaS, fintech, or technology ventures.
• Proven ability to partner with executives, investors, and boards to drive strategy and fundraising.
• Strong proficiency in FP&A, budgeting, forecasting, and financial reporting.

Responsibilities

• Partner with executive leadership to support capital raising and growth initiatives.
• Develop investor-ready financial models and board presentations.
• Lead financial due diligence and coordinate with external stakeholders.
• Build and maintain financial forecasts, cash flow analyses, and long-range plans.
• Provide strategic insight for key decisions and corporate planning.

Skills

Interim CFO experience

Series B SaaS experience

SaaS financial metrics

Investor relations

Lead finance team

Education

Bachelor's degree in Finance or Accounting

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