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Taekus is building the first true luxury consumer bank powered by vertically integrated rewards technology. The company combines banking, premium credit cards, loyalty, travel, and concierge experiences into a single ecosystem for affluent consumers. Having achieved significant scale, Taekus is entering its next growth phase, expanding banking products, launching a credit card platform, and growing its membership base.
As Chief Financial Officer, you will serve as the company's senior financial leader and strategic partner to the CEO and executive team. This role is not traditional accounting-focused; instead, it requires equal comfort with financial strategy, banking economics, capital management, risk, regulatory environments, and board/investor relations.
Key responsibilities include:
**Financial Strategy & Leadership:** Develop and manage Taekus' financial strategy as the company scales. Manage sophisticated financial models covering banking, payments, credit cards, rewards, travel, and 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 current size. Establish appropriate financial controls, processes, policies, and reporting cadence. Ensure financial reporting is accurate, timely, and decision-useful.
You'll work directly with founders and the executive team to shape the financial infrastructure, strategy, and organization of a new category of consumer financial company. This is an opportunity to join early enough to have significant influence while operating a business with meaningful scale and a clear path toward substantially greater growth.
**Requirements:**
- 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 (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
