Springwood Spotlight Mandate | U.S. PE-Backed FinTech Software Platform
Sector: FinTech / Payments Enabled Software
Location: West Coast HQ | Hybrid preferred (Remote considered within U.S.)
Ownership: PE-backed growth platform (institutional sponsor)
Scale: $30 to 100M ARR | Strong EBITDA trajectory
Process: Search launching mid-January
Company & Role Overview
Springwood Executive has been instructed on a Chief Financial Officer mandate for a West Coast based FinTech/SaaS platform serving SMB customers across services led industries.
The platform combines workflow, payments, billing, and client management into a mission critical operating system for its customer base driving high retention and strong recurring revenue visibility.
Backed by private equity, the business is entering a next phase of scale, with priorities spanning margin expansion, pricing optimisation, payments monetisation, and selective M&A. The incoming CFO will partner closely with the CEO and sponsor to professionalise finance, sharpen KPI, and support long-term value creation.
Three Key Responsibilities
Finance Leadership & Scale
Build and lead a best-in-class finance function across Accounting, FP&A, payment economics, and SaaS metrics to support a multi-product, high-volume transaction environment.
Board & Sponsor Partnership
Own board reporting, forecasting, and investor communication. Act as a trusted partner to PE across performance tracking, capital allocation, and strategic planning.
Value Creation & Strategic Finance
Drive EBITDA, automation, support add-on acquisitions and product expansion initiatives.
Three Key Experience Requirements
To express interest, please apply via this advert. Further information on Springwood Executive can be found at .
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