Chief Financial Officer - CFO

Taekus
United States
Remote

Who this role is best for

Best suited to seasoned financial executives with banking experience working in fintech or consumer financial services.

Best fit for

  • Candidates with prior experience as a CFO in a regulated financial institution and a track record in fintech or banking innovation
    — “Prior experience as the CFO of a bank or comparable regulated financial institution is required.”
  • Individuals who have shaped financial strategies for rapidly growing companies with multiple revenue streams
    — “Develop and manage Taekus' financial strategy as the company scales.”
  • Candidates who have built scalable financial systems and managed regulatory and investor stakeholders
    — “Partner with banking and regulatory stakeholders to ensure Taekus' financial infrastructure and reporting are built appropriately for a growing financial institution.”

Things to consider

  • This role requires a long-term commitment to a company in a high-growth phase, with significant influence expected early on.
    — “You'll have the opportunity to help shape the financial infrastructure, strategy, and organization of a new category of consumer financial company.”
  • The candidate must be prepared to work closely with the CEO and leadership team on high-level strategic decisions.
    — “Serve as the company's senior financial leader and strategic partner to the CEO and executive team.”

How to stand out

  • Highlight experience in building financial models for multi-revenue stream companies, such as banking, payments, and rewards.
    — “Manage sophisticated financial models covering banking, payments, credit cards, rewards, travel, and other emerging revenue streams.”
  • Emphasize prior work with regulatory and investor stakeholders in a growing financial institution.
    — “Experience working directly with boards, investors, auditors, regulators, and financial institutions.”
  • Showcase leadership in financial planning, forecasting, and capital allocation for scale.
    — “Lead annual budgeting, forecasting, scenario planning, and long-range financial planning.”
  • Demonstrate experience in building and managing financial systems and controls for scalable operations.
    — “Build a finance organization and infrastructure that can scale significantly beyond Taekus' current size.”
  • Position yourself as a strategic partner with a deep understanding of banking economics and financial products.
    — “Bring deep practical knowledge of bank financial statements, balance sheets, liquidity, capital, and banking economics.”
Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developed and managed financial strategy for a growing financial institution
  • Built scalable financial systems and infrastructure
Typical background
CFO experience in a bank or financial institutionSignificant experience in financial planning and controls

Skills & requirements

Required

Financial PlanningBanking EconomicsFinancial ControlsCapital ManagementFinancial Reporting

Preferred

Regulatory Compliance

Stack & domain

FinanceBanking

About the role

Original posting from Taekus via Ashby

ABOUT TAEKUS

Taekus is building the first true luxury consumer bank, powered by vertically integrated rewards technology.

We are building a modern financial institution around the way affluent consumers actually live, spend, and travel—combining banking, premium credit cards, loyalty, travel, and concierge experiences into a single ecosystem.

Taekus has already built significant scale and is entering its next phase of growth. As we expand our banking products, launch our credit card platform, grow our membership base, and prepare for continued institutional growth, we are looking for a CFO who can help build the financial infrastructure and discipline required for the next stage of the company.

THE ROLE

We are looking for an experienced Chief Financial Officer who has spent significant time operating at the CFO level, including meaningful experience as a CFO within a bank or financial institution.

This is not a traditional accounting-focused CFO role. The right person will be equally comfortable with financial strategy, banking economics, capital, risk, regulatory environments, board and investor management, and the day-to-day financial decisions required to operate a rapidly growing financial institution.

You will work closely with the CEO and leadership team to build the financial foundation for Taekus' next phase—helping us understand the economics of the business, allocate capital intelligently, build scalable financial systems, and prepare the company for substantially greater scale.

WHAT YOU'LL OWN

FINANCIAL STRATEGY & LEADERSHIP

  • Serve as the company's senior financial leader and strategic partner to the CEO and executive team.
  • Develop and manage Taekus' financial strategy as the company scales.
  • Manage sophisticated financial models covering banking, payments, credit cards, rewards, travel, and other emerging revenue streams.
  • Lead annual budgeting, forecasting, scenario planning, and long-range financial planning.
  • Help management make informed decisions around growth, pricing, product investment, capital allocation, and strategic initiatives.

BANKING & FINANCIAL INSTITUTION ECONOMICS

  • Bring deep practical knowledge of bank financial statements, balance sheets, liquidity, capital, and banking economics.
  • Partner with banking and regulatory stakeholders to ensure Taekus' financial infrastructure and reporting are built appropriately for a growing financial institution.
  • Help management understand and optimize the economics of deposits, payments, interchange, credit, rewards, and other financial products.

ACCOUNTING, CONTROLS & INFRASTRUCTURE

  • Oversee accounting, financial reporting, treasury, tax, and financial controls.
  • Build a finance organization and infrastructure that can scale significantly beyond Taekus' current size.
  • Establish appropriate financial controls, processes, policies, and reporting cadence.
  • Ensure financial reporting is accurate, timely, and decision-useful.

WHAT WE'RE LOOKING FOR

Required:

  • 12+ years of experience serving as a CFO, with substantial time operating in the CFO seat.
  • Prior experience as the CFO of a bank or comparable regulated financial institution is required.
  • Deep understanding of banking and financial institution economics.
  • Significant experience with financial planning, forecasting, accounting, treasury, capital management, and financial controls.
  • Experience working directly with boards, investors, auditors, regulators, and financial institutions.
  • Strong understanding of fintech, payments, banking, credit cards, or adjacent financial services.

Especially Valuable:

  • Experience with consumer banking or credit cards.
  • Experience in a fintech, bank-fintech partnership, or technology-enabled financial institution.
  • Experience taking a financial organization through significant growth or institutional fundraising.

WHY TAEKUS

Taekus is entering an important phase of growth. We've built the foundation; now we're building the institution.

You'll have the opportunity to help shape the financial infrastructure, strategy, and organization of a new category of consumer financial company while working directly with the founders and executive team.

This is a chance to join early enough to have significant influence, while operating a business that already has meaningful scale and a clear path toward substantially more.

Source: Taekus careers (Ashby)

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