Chief Financial Officer; CFO

A data and tech driven SBM revenue based financing company, based out of Long Island that is committed to providing their clients with superior financial solutions and have built their reputation on innovation and dynamism is seeking an experienced Chief Financial Officer (CFO) with a minimum of 3 years of experience in the Revenue Based Financing Industry. The ideal candidate will be responsible for overseeing the financial operations of the organization, including financial reporting, capital raising, and managing credit facilities.

As a key member of the executive team, the CFO will provide strategic financial guidance and leadership while ensuring compliance with evolving industry regulations.

• Financial Management & Reporting:
  • Oversee the accurate booking of financials and ensure compliance with accounting standards.
  • Prepare, analyze, and present financial reports to executive leadership and stakeholders.
  • Maintain and enhance ATI integrations and reporting systems for efficiency.
  • Stay updated on new regulations and ensure company compliance.
• Capital Management & Fundraising:
  • Lead efforts to raise capital to support business growth and operational needs.
  • Manage and optimize existing lines of credit while establishing new credit facilities.
  • Foster and maintain strong relationships with banks, particularly those specializing in the MCA industry.
• Team Mentorship:
  • Mentor an accounting team, including a controller and three staff accountants (total team of five).
  • Provide clear direction and foster professional development within the accounting team.
• Lender Relations & Credit Facility Management:
  • Serve as the primary liaison with lenders and financial institutions.
  • Oversee relationships with credit providers, ensuring alignment with business objectives.
  • Negotiate favorable terms and manage ongoing lender reporting requirements.
• Systems & Tools Management:
  • Utilize Salesforce, Quick Books, and other financial tools to streamline operations and improve reporting accuracy.
  • Ensure seamless integration and operation with Banks systems that are MCA friendly.
• Strategic Planning:
  • Collaborate with the CEO and executive team on financial strategy, forecasting, and budgeting.
  • Provide insights to support decision-making and long-term financial planning.

• Minimum of 3 years of financial leadership experience in the Revenue Based Financing industry.
• Proven ability to raise capital and establish new lines of credit.
• Strong knowledge of financial reporting, regulations, and compliance standards.
• Hands‑on experience with Salesforce, Quick Books, and banking integrations (e.g., ATI).
• Established connections with banks and financial institutions in the MCA space preferred.
• Bachelor’s degree in finance, accounting, or related field (CPA mandatory and MBA preferred).