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VP, Finance

Stax Payments • Orlando, FL

Not Applicable Posted April 4, 2026 Job link

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Responsibilities

Lead financial planning & analysis (FP&A), including budgeting, forecasting, and long-range planning
Partner with business leaders to drive revenue growth, pricing strategies, and cost optimization across payment products
Work cross functionally within the company to develop and maintain financial models to evaluate new products, partnerships, and market opportunities
Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and timeliness
PE Reporting: Manage the “cadence” of private equity ownership, including monthly board decks and reporting on key PE metrics like Rule 40 and EBITDA adjustments.
Prepare reporting and analysis for senior management, board of directors and bank partners
Provide actionable insights on key performance metrics such as transaction volumes, take rates, interchange fees, and unit economics
Unit Economic Deep-Dives: Beyond general reporting, driving a “culture of measurement” specifically around gross-to-net revenue bridges and merchant attrition impacts.
Support strategic initiatives, including M&A and market expansion
Implement and enhance financial systems and planning tools, including Anaplan, NetSuite or other AI tools and technologies
Ensure compliance with regulatory and financial reporting standards relevant to the payments/fintech industry
Exit Readiness: Prepare the finance function for potential liquidity events, such as a secondary sale, by ensuring robust documentation and data room readiness.
Build and lead a high-performing finance team
Improve forecasting accuracy and financial visibility
Drive measurable improvements in margins and operational efficiency

Not Met Priorities

What still needs stronger evidence

Requirements

8–10 years of progressive finance experience, with a heavy emphasis on FP&A or strategic finance within the payments or fintech sectors.
Deep technical mastery and understanding of the payments ecosystem (pricing, card network rules, acquiring, processing, gateways, interchange, settlement flows)
Proven experience with financial planning tools such as Anaplan, NetSuite, HubSpot or similar technologies
Experience operating within a private equity-backed environment, understanding the rigor of leveraged reporting strongly preferred
Advanced financial modeling and analytical skills
Experience partnering with senior leadership and influencing strategic decisions
Strong knowledge of GAAP/IFRS and financial controls
Excellent communication and stakeholder management skills
Demonstrated ability to build and mentor high-performing teams

Preferred Skills

Experience operating within a private equity-backed environment, understanding the rigor of leveraged reporting strongly preferred
Experience in high-growth fintech or payments environment
Familiarity with data management and analytics tools
Experience with automation and finance transformation initiatives
Strong business acumen, curiosity and problem-solving skills with ability to translate data into strategic insights and actions
Deliver accurate, insight-driven financial plans that support business growth
Improve forecasting accuracy and financial visibility
Drive measurable improvements in margins and operational efficiency
Establish scalable financial processes and systems

Education

(Not required) – Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

Description
The VP, Finance is accountable for the execution and management of the company’s financial planning, analysis, and operational performance for our fast-growing payments business. In this high-impact role, you will translate the CFO’s financial vision into actionable plans, leading the FP&A function to provide deep visibility. You are responsible for the integrity of budgeting and forecasting, optimizing revenue streams, and developing the financial models necessary to support scalable growth. As a strategic partner to the executive team, you will drive the analytical rigor required to evaluate new market opportunities in a dynamic fintech environment.
Key Responsibilities

Lead financial planning & analysis (FP&A), including budgeting, forecasting, and long-range planning
Partner with business leaders to drive revenue growth, pricing strategies, and cost optimization across payment products
Work cross functionally within the company to develop and maintain financial models to evaluate new products, partnerships, and market opportunities
Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and timeliness
PE Reporting: Manage the “cadence” of private equity ownership, including monthly board decks and reporting on key PE metrics like Rule 40 and EBITDA adjustments.
Prepare reporting and analysis for senior management, board of directors and bank partners
Provide actionable insights on key performance metrics such as transaction volumes, take rates, interchange fees, and unit economics
Unit Economic Deep-Dives: Beyond general reporting, driving a “culture of measurement” specifically around gross-to-net revenue bridges and merchant attrition impacts.
Support strategic initiatives, including M&A and market expansion
Implement and enhance financial systems and planning tools, including Anaplan, NetSuite or other AI tools and technologies
Ensure compliance with regulatory and financial reporting standards relevant to the payments/fintech industry
Exit Readiness: Prepare the finance function for potential liquidity events, such as a secondary sale, by ensuring robust documentation and data room readiness.
Build and lead a high-performing finance team
Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
8–10 years of progressive finance experience, with a heavy emphasis on FP&A or strategic finance within the payments or fintech sectors.
Deep technical mastery and understanding of the payments ecosystem (pricing, card network rules, acquiring, processing, gateways, interchange, settlement flows)
Proven experience with financial planning tools such as Anaplan, NetSuite, HubSpot or similar technologies
Experience operating within a private equity-backed environment, understanding the rigor of leveraged reporting strongly preferred
Advanced financial modeling and analytical skills
Experience partnering with senior leadership and influencing strategic decisions
Strong knowledge of GAAP/IFRS and financial controls
Excellent communication and stakeholder management skills
Demonstrated ability to build and mentor high-performing teams
Preferred Skills

Experience in high-growth fintech or payments environment
Familiarity with data management and analytics tools
Experience with automation and finance transformation initiatives
Strong business acumen, curiosity and problem-solving skills with ability to translate data into strategic insights and actions
What Success Looks Like

Deliver accurate, insight-driven financial plans that support business growth
Improve forecasting accuracy and financial visibility
Drive measurable improvements in margins and operational efficiency
Establish scalable financial processes and systems