Chief Financial & Operating Officer
Indexed description
About TAINA
TAINA is a leading RegTech SaaS provider helping global financial institutions automate tax documentation, withholding tax compliance, and investor onboarding processes. Our clients include many of the world's largest asset managers, banks, and financial institutions
.As we continue to scale, we are seeking an experienced Chief Financial & Operating Officer (CFOO) to join our Executive Leadership Team
.
This role is designed for a seasoned CFO who has expanded beyond the traditional finance remit into broader operational responsibility and ownership, governance, commercial management and organisational scaling. The successful candidate will act as the CEO's principal internal business partner, taking ownership of the company's financial performance, operational effectiveness, governance framework and risk management, allowing the CEO to focus on customers, investors, strategic partnerships and market growth.
The Opportunity
This is a unique opportunity to shape the future of a growing SaaS business. You will play a key ownership role in ensuring the company remains financially robust, operationally efficient, commercially disciplined and well-positioned for long-term growth. Operating as the CEO's trusted partner, you will be responsible for the successful running of all internal business functions, providing strategic ownership across finance, operations, governance and business performance. This is a hands-on role focused on direct ownership and delivery, not delegation from a distance.
Key Responsibilities
Financial Responsibility & Ownership
Serve as the executive owner of TAINA's financial strategy, planning and performance. Responsibilities include:
- Ownership of company financial forecasting, budgeting and cash flow management.
- Board, investor and management reporting, including KPI and performance analysis.
- Revenue forecasting, scenario modelling and strategic planning.
- Management accounts review and financial performance oversight.
- Cash management, liquidity planning and cost control.
- Oversight of commissions, bonus schemes and compensation frameworks.
- VAT, insurance and broader financial compliance governance.
- AI infrastructure cost management and operational expenditure control.
- Understanding and managing the impact of AI on the business, including margin implications, cost discipline, operational risk, governance and commercial decision-making.
- Supporting fundraising activities, investor engagement and long-term business planning.
Operational Responsibility, Governance & Risk
Act as the executive owner responsible for the effective running of TAINA's internal operations, governance framework, commercial management and risk oversight.
Responsibilities include:
- Owning company-wide operational performance, business planning and execution across Product, Technology, Sales, Customer Success and Corporate Functions.
- Driving organisational accountability against strategic objectives, KPIs and growth plans.
- Overseeing commercial performance, pricing strategy, contract negotiations and complex commercial arrangements.
- Managing corporate governance, operational risk, regulatory compliance, information security and ISO27001 accreditation.
- Providing executive oversight of HR, remuneration, employee relations, and workforce planning.
- Supporting Board and investor reporting, including company performance, strategic planning, growth metrics and risk management.
- Maintaining robust controls, policies and governance frameworks that support the continued scale and maturity of the business.
- Staying up to date with fast-moving developments in AI and translating their implications into practical business, risk and governance decisions.
- Acting as the operational integrator across the organisation, ensuring alignment between strategic priorities, financial objectives and day-to-day execution.
What We're Looking for
Essential Experience
- Qualified accountant (ACA, ACCA, CIMA or equivalent).
- Significant experience as a CFO, Finance Director or equivalent senior finance leader.
- Experience operating beyond finance into broader business responsibility, ownership and operational management
- SaaS, technology or high-growth business experience.
- Strong financial modelling, budgeting and cash flow forecasting expertise.
- Board reporting and executive stakeholder management experience.
- Commercial contract negotiation and risk management experience.
- Experience owning cross-functional business initiatives and organisational change.
Desirable Experience
- Previous COO or operational responsibility and ownership experience.
- Scale-up or Series A/B company experience.
- Fundraising and investor relations experience.
- RegTech, FinTech or Financial Services experience.
- ISO27001, governance or compliance ownership experience.
- International SaaS contracting and commercial governance exposure.
Personal Attributes
- Strategic thinker with strong commercial judgement.
- Highly analytical and financially disciplined.
- Operationally minded with a focus on execution and accountability.
- Comfortable challenging and influencing at Board level.
- Able to balance strategic ownership with hands-on delivery.
- Strong relationship builder who thrives in a collaborative, ownership-driven environment.
- Ownership mentality with a hands-on, execution-focused approach; comfortable rolling up their sleeves rather than delegating from a distance.
- Keenly interested in the new world of AI, willing to learn, try new things, and stay current with its impact on business models, margins, risk, and governance.
Why This Role Matters
The CFOO serves as the CEO's principal internal business partner.
While the CEO focuses on customers, investors, strategic relationships and growth opportunities, the CFOO is accountable for ensuring the business operates effectively from the inside out, balancing financial discipline, operational excellence, governance, commercial decision-making and risk management.
This role is ideally suited to an experienced CFO who enjoys building, scaling and taking ownership of businesses beyond finance, and who wants to play a central role in shaping the future direction of a growing technology company.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search