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CFO

interface.ai· G&A
Apply on company site
San Francisco$300k - $335kFull-timePosted 3mo ago

About the role

Chief Financial Officer responsible for end-to-end financial stewardship, strategy, and execution to support durable, compliant growth at interface.ai.

Responsibilities

  • Own the long-range plan, annual operating plan, and rolling forecasts; align spend with growth priorities and capital efficiency
  • Run a disciplined operating cadence (weekly/monthly business reviews) with KPIs including ARR/NRR, gross margin, CAC payback, LTV/CAC, magic number, cash runway, and hiring vs. plan
  • Drive scenario modeling for market expansion, product investment, and hiring plans; establish ROI frameworks for major bets
  • Lead U.S. GAAP accounting and revenue recognition for multi-year, usage-based, and multi-element SaaS contracts
  • Automate month-end/quarter-end close; manage audit and tax compliance; implement policies and controls for audit-readiness
  • Oversee multi-entity consolidations, state/local tax, and global expansion mechanics (entity setup, transfer pricing)
  • Own the finance stack: implement and integrate core systems for accounting, billing, customer/CRM data, and analytics so information moves cleanly from deal to invoice to revenue to forecast
  • Establish data governance (system-of-records, KPI lineage, access controls) to ensure single-source-of-truth reporting
  • Co-own pricing & packaging with Product/GTM; set deal guardrails, discount frameworks, and approvals to protect margin
  • Partner with RevOps on pipeline integrity, forecast accuracy, sales compensation design, territory/quota planning, and productivity analytics
  • Lead equity/debt strategy, fundraising readiness, and investor narrative; run diligence and manage covenants
  • Manage cash, collections, working capital, and banking relationships; optimize cash-flow forecasting and treasury operations
  • Own board reporting and communications; present performance, outlook, and risk/mitigation with clarity
  • Be the executive owner for credit union/community bank vendor due-diligence responses and ongoing monitoring
  • Maintain a standardized package covering financial statements, SOC 2/ISO attestations, BCP/DR, data residency, sub-processor lists, insurance, and penetration-test summaries
  • Drive contract standards aligned with FI expectations: security/privacy annexes, audit rights, SLAs, breach/BCP obligations, subcontractor controls, termination assistance, and right-to-assess
  • Partner with Security / Legal to maintain SOC 2 Type II and ISO 27001, GLBA/FFIEC-aligned policies, incident-response economics, and vendor-security questionnaire readiness
  • Oversee the budget and finance controls that support compliance posture without sacrificing velocity
  • Own financial oversight of BCP/DR testing, RTO/RPO commitments, supplier redundancy, and tabletop exercises
  • Maintain insurance portfolio (E&O, cyber, D&O, general liability) with limits aligned to contractual requirements
  • Implement a pragmatic internal-controls framework (approval matrices, vendor onboarding, revenue policies, access/SOD, change management)
  • Stand up Audit/Finance Committee cadence and pre-SOX discipline to prepare for later-stage scale
  • Build and mentor a high-performing team across Accounting, FP&A, and Finance Ops; attract and develop talent ahead of need
  • Optionally steward People/HR ops in partnership with the People leader (comp/benefits/ESPP, headcount plan governance) as the company scales

Qualifications

  • Proven finance leadership in high-growth B2B SaaS (ideally Series B–D), with experience as a CFO or VP Finance acting as #1 finance leader
  • Deep SaaS expertise: Mastery of ARR dynamics, retention cohorts, pipeline/forecast modeling, sales productivity, and unit economics
  • Accounting & compliance depth: Strong command of GAAP, ASC 606, audit management, tax, and multi-entity consolidations; experience implementing ERP and billing at scale
  • Capital markets experience: Led or contributed to venture/debt raises and investor relations; comfortable with board-level storytelling and diligence
  • Operational excellence: Track record of scalable processes, systems automation, and data-driven operating rhythm
  • Financial-services readiness: Familiarity with vendor risk management expectations of credit unions/banks, including security attestations and compliant processes
  • Collaborative leadership: Exceptional communication and influence; trusted partner to GTM, Product, and Customer Success
  • Startup mindset: Willing to be hands-on while building for scale in a fast-paced, remote-first environment; experience with global teams is a plus

Skills

Required:Strategic financial planningGAAP accounting & ASC 606Financial systems & automation
Nice to have:Capital markets & IR

Benefits

  • 100% paid health, dental & vision care
  • 401(k) & financial wellness perks
  • Daily meals on us
  • Commuter benefit
  • Monthly wellness stipend
  • Claude Enterprise + frontier AI tools for every employee
  • Brand-new 21st-floor SF office at 44 Montgomery — floor-to-ceiling views
  • Discretionary PTO + paid parental leave
  • Mental health, wellness & family benefits
  • A mission-driven team shaping the future of banking
Last updated Aug 7, 2026. Interested? Apply on the company site.

About interface.ai

The Most Capable AI Agents for Credit Unions & Community Banks

The site promotes The Most Capable BankGPT Platform for Credit Unions and Community Banks, featuring Agentic AI solutions for banking, voice, chat, fraud prevention, and compliance.

voice AIchatbotsai co-pilotartificial intelligencevirtual assistantdigital bankingcall center automationai banking bot
Company profileWebsite

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