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Chief Financial Officer (CFO)

Role overview

Qualifications

  • Five to eight years of experience in investment banking or private equity
  • Experience as a finance leader in fintech or payments
  • Strong financial modeling skills and familiarity with interchange, acquiring fees, and payment flows
  • Fluency in both Spanish and English

Responsibilities

  • Own financial planning, modeling, and forecasting
  • Model deal economics, including interchange, acquiring fees, payment flows, and redemption margins
  • Shape pricing and commercial terms with bank and fintech clients
  • Develop an AI-first finance stack and establish finance processes

Key facts

  • Full time
  • Expert & Leadership (>10 years)
  • Chief Financial Officer
  • 150 - 250K yearly
  • English, Spanish

Hard skills

Other skills

  • Forecasting
  • Relationship Building
  • Communication

About the company

Clera Inc. logo

Clera Inc.

Staffing & Recruiting

Clera is an AI talent agent that represents job candidates and connects them directly with hiring managers at venture-backed startups. The platform uses artificial intelligence to match professionals with suitable career opportunities and facilitates introductions via email, iMessage, and WhatsApp, bypassing traditional job application processes.

Company details

IndustryStaffing & Recruiting
Company size11-50

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Job description

About the Role

This is a builder role for the first CFO at an AI-powered fintech payments company. Reporting to the CEO, you will establish the finance function and partner with company leadership on strategy, pricing, and growth.

What You'll Do

  • Own financial planning, modeling, and forecasting.

  • Model deal economics, including interchange, acquiring fees, payment flows, and redemption margins.

  • Shape pricing and commercial terms with bank and fintech clients.

  • Build executive-level client relationships and participate in senior client meetings and dinners.

  • Develop an AI-first finance stack and establish finance processes.

  • Prepare the business for growth into new markets and future capital options.

  • Travel to Miami or Costa Rica one to two times per month.

What We're Looking For

  • Five to eight years of experience in investment banking or private equity, ideally with experience moving into technology.

  • Experience as a finance leader in fintech or payments, with a strong understanding of banking or payments economics.

  • Strong financial modeling skills and familiarity with interchange, acquiring fees, and payment flows.

  • Daily, practical use of AI tools in your work.

  • Fluency in both Spanish and English.

  • Strong communication and relationship-building skills, including comfort working with C-level bank executives.

  • Based in the Americas; Miami, the US East Coast, or Latin America are preferred.

Compensation & Benefits

Base salary ranges from $150,000 to $250,000 USD annually, depending on location. Equity is 1.5% to 2% in stock options. Visa sponsorship is not available.

Location

Remote within the Americas, with Miami, Florida, as the primary location. Regular travel to Miami or Costa Rica is expected.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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