Valmar Holdings · 3 weeks ago
Chief Financial Officer
Williamsville, NY
Full-time
Onsite
Director/Executive
$200K/yr - $300K/yrValmar Holdings is a fast-growing fintech and SaaS portfolio operating across payments, lending, and enterprise software. They are seeking a modern, AI-forward Chief Financial Officer who will transform accounting and finance to deliver real-time financial clarity and strategic decision support while simplifying and modernizing financial operations.
AutomotiveFinTechSoftware
Hiring Manager
Laura Stasio (Agle)
Responsibilities
Ensure budgets, cash flow, forecasts, and dashboards are always current, accurate, and decision-ready
Eliminate reliance on outdated or lagging financial information
Build systems that provide leadership with near real-time visibility into performance
Redesign accounting and finance workflows to make AI and automation the default, not an experiment
Reduce manual accounting effort through close automation, AI-assisted reconciliations, anomaly detection, and automated variance analysis
Implement AI-driven forecasting, scenario modeling, and dashboards
Ensure finance output scales without proportional increases in headcount
Define, implement, and enforce KPIs tied to growth, margin, retention, unit economics, reserves, and risk
Design and track leading indicators, not just lagging metrics
Hold functional leaders accountable for their financial impact
Align the organization around a clear financial north star
Proactively identify opportunities to reduce spend, improve margins, optimize pricing, and unlock new revenue pathways
Bring solutions and recommendations, not just reports
Support strategic initiatives with clear financial tradeoffs and quantified outcomes
Anticipate financial, operational, regulatory, and concentration risks before they materialize
Stress-test assumptions and models regularly
Ensure the organization is protected as it scales across regulated and high-risk environments
Implement financial infrastructure that scales ahead of growth
Strengthen internal controls while increasing speed and flexibility
Maintain audit readiness across all entities
Eliminate errors, rework, and fragile manual processes
Lead and develop the existing accounting and finance team with high expectations
Elevate the team from execution-focused to insight-driven
Continuously redesign roles and workflows to eliminate low-value manual work
Raise the financial IQ of leaders across the organization so better decisions happen everywhere
Serve as the CEO’s primary financial thought partner
Translate data into insight, scenarios, and clear recommendations
Guide capital allocation and clarify tradeoffs before decisions are made
Anticipate leadership needs rather than reacting to them
Architect banking and capital strategy to ensure liquidity never constrains growth
Build and maintain strong banking and financial partner relationships
Optimize cash flow, intercompany structures, and consolidated reporting across all entities
Design tax-efficient and portfolio-optimized financial structures
Evaluate and model acquisitions, partnerships, and portfolio opportunities
Ensure the company is always ready to move quickly when opportunity arises
Qualification
Required
Have a bias for action, clarity, and accountability
Have scaled finance in fintech, SaaS, payments, lending, or multi-entity environments
Have built FP&A, forecasting, and KPI frameworks from scratch
Have shortened close cycles and modernized finance operations
Are frustrated by slow, over-bureaucratic environments and believe finance should move quickly without sacrificing control
Have a low tolerance for manual, low-leverage work and actively seek to eliminate it through automation and AI
Believe finance should lead change, not react to it
Are hands-on, decisive, and comfortable operating with ambiguity
Company
Valmar Holdings
Valmar Holdings consists of companies that belong to the finance, technology, auto, and software development industries.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Richard Heaton, CPA
Chief Executive Officer
Recent News
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