[Remote] Chief Financial Officer at Aiwyn

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

5+ years of proven experience as a CFO or senior financial executive in a high-growth SaaS environment, ideally at the Series C and on stages
Deep understanding of SaaS metrics, pricing models, and enterprise customer dynamics
High level of comfort using LLMs and modern A.I. tools; a “new generation” mindset around financial tooling
Successful track record of scaling finance operations and leading capital raises
Strong command of financial systems, controls, and compliance in a startup-to-growth transition
A balance of analytical rigor, commercial savvy, and operational grit
Experience with setting up global entities
Exceptional communication skills—confident and clear in executive rooms, board meetings, and Company All Hands meetings
A steady hand in ambiguity, with a bias for action and a readiness to tackle hard truths head-on
Experience with Carta, Ramp, Netsuite, and Planful is ideal

Responsibilities

Drive financial strategy, modeling, forecasting, and performance metrics in alignment with company goals
Translate business priorities into a sustainable and scalable financial framework
Lead fundraising initiatives and investor relations in close partnership with the CEO
Ensure the company is capitalized for the next stage of growth and well-positioned to seize future opportunities
Own all financial operations including FP&A, accounting, tax, treasury, audit, and risk management
Build a disciplined financial culture that supports rapid growth without sacrificing rigor
Partner across product, sales, operations, and customer success to align financial strategy with day-to-day execution
Support data-driven decision-making throughout the organization
Recruit, develop, and lead a high-performing finance team
Mentor future finance leaders and instill a culture of accountability, urgency, and continuous improvement
Ensure all reporting and regulatory requirements are met with precision
Prepare the company for future stages of maturity including potential IPO readiness

Skills

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Charlotte, North CarolinaHeadquarters

2020Year Founded

$109.9MTotal Funding

LATE_VCCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

51-200Employees

Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Risks

Emerging fintech startups may erode Aiwyn's market share.

Integration challenges with CPA systems could delay adoption of new solutions.

Economic downturns may reduce CPA firms' tech spending.

Differentiation

Aiwyn automates AR processes, freeing partners to focus on client value.

Client Engagement Automation streamlines client intake and engagement letter processes.

Aiwyn integrates AI and cloud tech for superior client experiences.

Upsides

Aiwyn secured $113M to enhance CPA firm operations and tax technology.

Growing demand for AI-driven automation boosts Aiwyn's market potential.

Aiwyn's high NPS score indicates strong customer satisfaction.

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