About Interface.ai
interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI — and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker.
About the role
As Chief Financial Officer, you will be responsible for interface.ai’s end-to-end financial stewardship—defining strategy, driving execution, and earning trust with customers, investors, auditors, and regulators.
You will build and lead a high-performing finance organization, embed operating discipline across quote-to-cash, accounting, and FP&A, and partner with Product, Engineering, Legal, and GTM to strengthen unit economics, support bank-grade vendor diligence, and accelerate compliant, durable growth.
This is a senior executive role, reporting directly to the CEO, with regular engagement with the board, financial institution CISOs, and regulators.
What You Will Do
Strategy, Planning & Operating Cadence
Own the long-range plan, annual operating plan, and rolling forecasts; align spend with growth priorities and capital efficiency
Run a disciplined operating cadence (weekly/monthly business reviews) with KPIs including ARR/NRR, gross margin, CAC payback, LTV/CAC, magic number, cash runway, and hiring vs. plan
Drive scenario modeling for market expansion, product investment, and hiring plans; establish ROI frameworks for major bets
Accounting, Revenue Recognition & Close Excellence
Lead U.S. GAAP accounting and revenue recognition for multi-year, usage-based, and multi-element SaaS contracts
Automate month-end/quarter-end close; manage audit and tax compliance; implement policies and controls for audit-readiness
Oversee multi-entity consolidations, state/local tax, and global expansion mechanics (entity setup, transfer pricing)
Systems, Data & Automation
Own the finance stack: implement and integrate core systems for accounting, billing, customer/CRM data, and analytics so information moves cleanly from deal to invoice to revenue to forecast
Establish data governance (system-of-records, KPI lineage, access controls) to ensure single-source-of-truth reporting
Revenue Quality, Pricing & RevOps
Co-own pricing & packaging with Product/GTM; set deal guardrails, discount frameworks, and approvals to protect margin
Partner with RevOps on pipeline integrity, forecast accuracy, sales compensation design, territory/quota planning, and productivity analytics
Capital Strategy, Treasury & Investor Relations
Lead equity/debt strategy, fundraising readiness, and investor narrative; run diligence and manage covenants
Manage cash, collections, working capital, and banking relationships; optimize cash-flow forecasting and treasury operations
Own board reporting and communications; present performance, outlook, and risk/mitigation with clarity
Bank-Grade Third-Party Risk, Diligence & Contracting
Be the executive owner for credit union/community bank vendor due-diligence responses and ongoing monitoring
Maintain a standardized package covering financial statements, SOC 2/ISO attestations, BCP/DR, data residency, sub-processor lists, insurance, and penetration-test summaries
Drive contract standards aligned with FI expectations: security/privacy annexes, audit rights, SLAs, breach/BCP obligations, subcontractor controls, termination assistance, and right-to-assess.
Security, Privacy & Compliance Partnership
Partner with Security / Legal to maintain SOC 2 Type II and ISO 27001, GLBA/FFIEC-aligned policies, incident-response economics, and vendor-security questionnaire readiness
Oversee the budget and finance controls that support compliance posture without sacrificing velocity
Business Continuity, Resilience & Insurance
Own financial oversight of BCP/DR testing, RTO/RPO commitments, supplier redundancy, and tabletop exercises.
Maintain insurance portfolio (E&O, cyber, D&O, general liability) with limits aligned to contractual requirements.