Our client, a Private Equity backed payments company serving merchants across the United States and Canada, is seeking a Chief Financial Officer to support its next stage of growth. The role is suited for a finance leader with deep payments experience and a strong understanding of the financial complexity of merchant acquiring.
What You Will Do
Lead the finance and accounting function for a private equity-backed payments company.
Partner with the CEO, private equity sponsor, and executive leadership team on financial strategy, business planning, and company performance.
Build stronger financial reporting, forecasting, budgeting, and board reporting processes.
Provide clear visibility into processing volume, merchant performance, revenue streams, residuals, costs, margins, and portfolio trends.
Improve financial discipline across merchant acquiring, ISV partnerships, sponsor bank relationships, and ancillary payment solutions.
Strengthen finance systems, controls, processes, and reporting as the company scales.
Support investor reporting, board communication, lender relationships, and private equity ownership requirements.
Partner across sales, product, risk, underwriting, operations, and technology to improve visibility into business performance.
Help evaluate growth opportunities, new products, partnerships, geographic expansion, and potential acquisitions.
Lead cash management, capital planning, compliance-related financial oversight, and risk-informed decision-making.
Build, lead, and develop the finance team.
What You Bring
Senior finance leadership experience in payments, merchant acquiring, payment processing, gateways, ISOs, sponsor bank models, embedded payments, or related fintech environments.
Strong understanding of payments revenue complexity, merchant acquiring economics, residual reporting, portfolio performance, processing costs, and interchange economics.
Experience working in a private equity-backed company or directly with private equity sponsors, boards, and investors.
Ability to connect financial reporting to business performance, operating metrics, and growth decisions.
Experience building reporting, forecasting, budgeting, controls, and scalable finance processes.
Comfort operating in a growing middle-market company where the CFO needs to be strategic, hands-on, and close to the details.
Experience with board reporting, investor communication, capital planning, and business performance reviews.
Ability to partner with sales, product, risk, underwriting, operations, technology, and executive leadership.
Experience with merchant portfolios, sponsor bank oversight, residuals, ISO or agent models, ISV partnerships, or complex merchant verticals.
CPA preferred, but not required.
A Private Equity backed payments company serving merchants across the United States and Canada. The company specializes in merchant acquiring and payment processing, offering solutions that include payment gateways, ISV partnerships, sponsor bank relationships, and embedded payment solutions. The company processes merchant transactions and manages complex revenue streams including residuals and interchange economics. They serve various merchant verticals and are focused on scaling their financial operations and expanding their product offerings.
