Chief Operating Officer / Chief Financial Officer (COO/CFO)

The Role

What You’ll Do

• Lead Operational Excellence: Establish and manage the company’s operating rhythm, ensuring alignment across all functions to deliver on strategic objectives.
• Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth.
• Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency.
• Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact.
• Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes.
• Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent.

Who You Are

• A seasoned operator with experience as a COO, CFO, or senior executive in B2B SaaS or FinTech, ideally in a growth-stage environment.
• Skilled in building and scaling organizations, with a strong foundation in financial management and operational excellence.
• Deep knowledge of GAAP and ASC 606 revenue recognition, FP&A, and SaaS metrics.
• Adept at driving cross-functional alignment and fostering collaboration across GTM, Product, and Engineering teams.
• Comfortable balancing strategic vision with hands-on execution in a fast-paced, evolving business.
• A strong communicator and leader who inspires trust, accountability, and high performance.
• Based in Nashville and committed to an on-site leadership presence.

Why Join Wealth Access

• Lead a high-growth fintech company redefining how banks and wealth firms use data.
• Competitive compensation with potential equity participation.
• Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.

Our Values

• Lead with Insight
• Put People First
• Win Together

Compensation