Chief Financial Officer (CFO)
Location: Edmond, OK (Hybrid)
Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity
Company: Confidential โ Client of NOW CFO
Position Overview
NOW CFO is partnering with a confidential financial services organization seeking a hands-on Chief Financial Officer (CFO) to help build and lead the finance and accounting function of a newly established institution. This is a unique opportunity to join the executive leadership team during a critical growth phase and play a key role in shaping the organization's financial infrastructure, strategy, and long-term success.
Reporting directly to the CEO and working closely with the Board of Directors, the CFO will oversee accounting operations, financial reporting, budgeting, forecasting, capital planning, and strategic financial initiatives. This role is ideal for an experienced Controller, VP of Finance, Finance Director, or CFO who enjoys building processes, creating structure, and operating in a dynamic entrepreneurial environment.
Key Responsibilities
โข Lead all accounting and financial operations, ensuring accurate and timely financial reporting
โข Oversee budgeting, forecasting, cash flow management, and financial planning activities
โข Build and enhance accounting processes, internal controls, and financial infrastructure
โข Manage the general ledger, financial statements, audits, and external reporting requirements
โข Develop financial models, projections, and capital planning strategies to support organizational growth
โข Partner with executive leadership and the Board to support strategic decision-making
โข Monitor liquidity, profitability, and overall financial performance
โข Coordinate relationships with auditors, banking partners, regulators, and other external stakeholders
โข Evaluate and improve financial systems, reporting tools, and operational processes
โข Build, mentor, and develop the accounting and finance team as the organization grows
Qualifications
โข Bachelor's degree in Accounting, Finance, or a related field
โข 7+ years of progressive accounting and finance leadership experience
โข Strong understanding of financial reporting, general ledger management, budgeting, forecasting, and cash flow management
โข Experience building or improving accounting processes, controls, and financial infrastructure
โข Demonstrated ability to operate as both a strategic leader and hands-on financial operator
โข Excellent communication and executive-level presentation skills
โข Advanced proficiency with financial systems and Microsoft Excel
Preferred Qualifications
โข CPA designation preferred but not required
โข Experience within banking, lending, credit unions, mortgage, financial services, or other regulated industries
โข Experience working within a startup, growth-stage, or entrepreneurial environment
โข Familiarity with balance sheet management, financial risk analysis, and regulatory reporting concepts
โข Experience supporting audits, compliance initiatives, or regulatory examinations
Why This Opportunity?
โข Executive leadership role reporting directly to the CEO
โข Opportunity to build and shape the finance function from the ground up
โข Significant visibility and interaction with the Board of Directors
โข Equity participation opportunity
โข Ability to make a meaningful impact during a critical growth stage
โข Collaborative, entrepreneurial environment with long-term growth potential
Compensation & Benefits
โข Base Salary: $150,000 - $185,000 DOE
โข Performance-Based Bonus Opportunity
โข Equity Participation Program
โข Medical, Dental, and Vision Insurance
โข 401(k)
โข Paid Time Off
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