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At Peach, our goal is to improve the lending experience for everyone. We are doing this by offering a leading modern loan management and servicing platform that allows lenders to innovate, adapt and scale.
The Opportunity
We’re a fast-growing startup at a critical stage—solid product, growing customer base, and a whole lot of momentum. What we don’t have yet is a dedicated in-house Finance leader. That’s where you come in.
As our first Sr Director or VP of Finance, you’ll step into a hands-on, high-ownership role where execution matters. You’ll build trust across teams, own the numbers, and bring financial clarity to the business. Early on, you’ll work closely with our current finance consultants, but your mission is to transition us to a fully in-house operation within 3–6 months.
You’ll partner directly with the CEO, CRO, Product, and Engineering to refine our pricing, improve forecasting, and own the financial narrative for investors and enterprise customers. This is a unique opportunity to build the finance function from scratch—and grow into a CFO role as the company scales.
If you're looking to build, lead, and own—from strategy to spreadsheets—this is the role for you.
What You’ll Do
First 3 Months
Build trust and deep working relationships with CEO, CRO, VP of Engineering, and other key stakeholders
Fully learn and own our current financial model
Take over relationships with external consultants (Accounting, Tax, Finance)
Own monthly billing and sales bonus calculations
Manage day-to-day cash operations and banking relationships
First 6 Months
Transition forecasting and financial model in-house
Lead all accounting and tax processes (with continued external support)
Collaborate with Sales and CX to improve revenue forecasting
Support pricing model overhaul alongside CRO and CEO
Partner with Engineering to manage infrastructure costs and monthly forecasting
Lead the preparation of financial statements for board and customer reporting
Evaluate and approve non-standard pricing requests
First 12 Months
Hire and grow the internal Finance team; reduce reliance on consultants
Lead annual planning, budgeting, and forecasting efforts across departments
Co-own Sales and CX team quota setting with CRO
Support strategic marketing spend decisions (events, conferences, etc.)
Build a comprehensive unit economics model
Responsibilities
- Lead all aspects of finance, including FP&A, accounting, tax, compliance, and financial reporting
- Create and maintain financial models, forecasts, and strategic plans
- Provide financial guidance and insights to executive leadership
- Oversee budgeting processes and departmental spend
- Ensure financial statements are accurate and timely
- Support compliance and manage risk across financial operations
- Build and mentor a high-performing finance team
- Serve as a financial storyteller in the sales process to enterprise prospects
What we’re Looking For
- 7+ years in finance, accounting, and FP&A roles—preferably within SaaS or Fintech
- Experience scaling finance functions from scratch and building teams
- Strong command of financial modeling, accounting systems, and planning tools
- Proven track record of partnering with cross-functional teams and C-level execs
- Strong grasp of SaaS metrics, unit economics, and infrastructure-related cost structures
- Excellent communication and leadership skills
- Bachelor's degree in finance, accounting, or a related field (top-tier school preferred)
- CPA or equivalent certification is a plus
- Ready to grow into a CFO role within 2-3 years
Nice to Have
- Experience in banking or fintech (retail banking, lending, payments, card issuing)
- Familiarity with customer-facing financial reporting per MSA
- Exposure to enterprise sales and customer onboarding processes
Why This Role?
You’ll own and shape the finance function from the ground up during a critical phase of growth. If you’re hands-on, execution-focused, and excited to partner closely with execs while preparing to step into a CFO role in the future—this is the opportunity for you.
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