Vice President Finance

Finatal; United States; Remote; USD 220,000 - 380,000; Full time

Job summary

Finatal partners with a leading technology-focused private equity firm to appoint a Vice President of Finance at a portfolio company, an established enterprise software provider serving financial institutions. This is a profitable, highly recurring SaaS business entering an exciting growth and M&A phase.

Reporting to the CFO, the VP of Finance will be a key strategic partner to leadership and sponsor. This is an operating role with a path toward a PE-backed CFO, with prior operating experience

Qualifications

• 5 to 12 years of experience in investment banking or private equity investing.
• Background in leveraged finance, financial sponsors, restructuring, or software and fintech coverage is a plus.
• Strong understanding of leverage structures and debt financing.
• Hands-on financial modeling, diligence and M&A experience, ideally in software or technology.
• Solid accounting foundation, including revenue recognition.
• Highly analytical, hands-on and comfortable leveraging AI.

Responsibilities

• Own the financial model, budget, forecasting and long-range planning.
• Lead board, sponsor and lender reporting alongside the CFO.
• Manage cash planning, liquidity and covenant tracking.
• Support financing decisions and lender relationships.
• Help lead M&A, from diligence and deal modeling through integration.
• Build KPI and performance reporting to support decision-making across the business.
• Partner with leadership and the Controller to strengthen finance processes and systems.

Skills

Investment banking

Private equity

Financial modeling

M&A

Debt financing

Leveraged finance

Restructuring

Software/Fintech coverage

Revenue recognition

AI in finance

Analytical

Job description

Finatal is partnering with a leading technology-focused private equity firm to appoint a Vice President of Finance at one of its portfolio companies, an established enterprise software provider serving financial institutions.

The business is a profitable, highly recurring SaaS company. Recently backed by its first institutional sponsor, the company is entering an exciting new chapter focused on product investment, accelerated growth and strategic M&A.

Reporting to the CFO, the VP of Finance will be a key strategic partner to leadership and the sponsor. This is an opportunity for a finance professional from investment banking or private equity to step into an operating role and build a path toward becoming a PE-backed CFO. Prior operating experience is not required.

Key Responsibilities

• Own the financial model, budget, forecasting and long-range planning.
• Lead board, sponsor and lender reporting alongside the CFO.
• Manage cash planning, liquidity and covenant tracking.
• Support financing decisions and lender relationships.
• Help lead M&A, from diligence and deal modeling through integration.
• Build KPI and performance reporting to support decision-making across the business.
• Partner with leadership and the Controller to strengthen finance processes and systems.

Qualifications

• 5 to 12 years of experience in investment banking or private equity investing.
• Background in leveraged finance, financial sponsors, restructuring, or software and fintech coverage is a plus.
• Strong understanding of leverage structures and debt financing.
• Hands-on financial modeling, diligence and M&A experience, ideally in software or technology.
• Solid accounting foundation, including revenue recognition, is preferred.
• Highly analytical, hands-on and comfortable leveraging AI.
• Remote role based in the Northeast, with periodic travel to headquarters.