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Full-Time

VP of Finance / Chief Financial Officer

CFO

Confirmed live in the last 24 hours

Checkbook

Checkbook

11-50 employees

Supports ACH, digital checks, virtual cards

Fintech
Financial Services

Senior, Expert

San Mateo, CA, USA + 1 more

More locations: Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Strategic Leadership: As a senior member of Checkbook, your role as VP/CFO goes beyond traditional responsibilities. You will play a key role in shaping and defining our organizational culture and operations during a period of significant growth, where we aim to more than double in size over the coming year.
  • Financial Expertise: Leverage your extensive experience as a financial leader who has successfully navigated companies through Series B/C/D rounds. Your proven track record in closing funding rounds demonstrates your ability to contribute to the financial health and growth of the organization.
  • Data Analysis and Presentation: Demonstrate your capability to transform raw data into compelling presentations tailored for professional institutional investors. Your expertise in collating and presenting data will be instrumental in attracting investment and building confidence among key stakeholders.
  • Institutional Investor Relations: Utilize your experience in dealing with institutional investors to navigate and understand their perspectives. Your insights into the mindset of institutional investors will contribute to effective communication and relationship-building.
  • Financial Modeling: Channel your passion for financial modeling to create robust models that align with the company's strategic goals. By focusing on building a solid financial foundation, you enable the organization to concentrate on its core activities without being burdened by concerns about the presentation of financial data.
  • Strategic Thinking: Bring your strategic mindset to the forefront, contributing not only to financial aspects but also to the broader organizational strategy. Your role as VP/CFO involves aligning financial decisions with overarching business goals, ensuring a holistic approach to company growth.
  • Thirst for Building: Showcase your inner drive for building and refining financial models that go beyond surface-level presentations. Your commitment to creating a strong financial infrastructure allows the company to concentrate on its core functions, free from unnecessary concerns about the clarity and impact of financial data.
Responsibilities
  • translating raw financial data into compelling presentations for Checkbooks' existing investors as well as new potential Investors and Venture Capitalists
  • fortifying the company's financial image
  • contributing to the effective projection of financials, business models, profit and loss statements
  • delivering successful presentations that resonate not only with potential investors but also with Enterprise customers

Checkbook's focus on secure electronic payment solutions, including ACH, real-time payments, digital checks, and virtual cards, positions it at the forefront of financial technology. This environment provides a perfect platform for employees keen on contributing to cutting-edge payment innovations while operating in an ecosystem that simplifies and secures large-scale financial transactions. Furthermore, its integration capabilities with accounting software enhance operational efficiency, making it an ideal workplace for those looking to advance in a tech-driven and agile financial sector.

Company Stage

Seed

Total Funding

$14.3M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

16%

1 year growth

16%

2 year growth

42%
Simplify Jobs

Simplify's Take

What believers are saying

  • The partnership with Visa to implement Visa Direct significantly enhances Checkbook's capability to offer real-time payments, making it a competitive player in the instant payments market.
  • The recent $10M Series A funding led by MassMutual Ventures provides Checkbook with the financial resources to expand its operations and innovate further.
  • Collaborations with companies like Line and Eisen demonstrate Checkbook's ability to scale rapidly and adapt to various market needs, from financial institutions to underbanked communities.

What critics are saying

  • The highly competitive fintech landscape means Checkbook must continuously innovate to maintain its market position against larger, more established players.
  • Reliance on strategic partnerships, such as those with Visa and Eisen, could pose risks if these relationships were to deteriorate or end.

What makes Checkbook unique

  • Checkbook's all-in-one payments platform offers a single API for various payment methods, simplifying integration for businesses compared to competitors with fragmented solutions.
  • Strategic partnerships with industry leaders like Visa and Eisen enhance Checkbook's credibility and expand its service offerings, setting it apart from smaller fintech firms.
  • Checkbook's focus on compliance and regulatory adherence, especially in the context of account closures and fund disbursements, provides a unique value proposition in the financial technology space.

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