Job Description
Job Description
Salary : $150-200k, bonus and equity
RoleSummary :
The Director of Financeplays a crucial role in shaping our companys financial models to support strategic decision-making and drive sustainable growth. Working closely with the CFO, this role executes company strategy while overseeing the daily operations of finance and accounting. This position influences key areas such as pricing strategy, financial planning, accounting processes and capital efficiency, ensuring that financial insights translate into impactful business outcomes.
Responsibility / Task :
- Develops and refines key business models, including operating and revenue models, Customer Lifetime Value (CLTV), Customer Acquisition Cost (CAC), and various ad hoc models to inform strategic business decisions. Implements sensitivity analysis and scenario planning to assess financial risk and opportunities
- Leads financial reporting and oversight of the accounting team, audits, ensuring precision and thoroughness in all deliverables. Ensures models align with accounting principles and reporting requirements
- Manages capital efficiency, pricing strategy, and company budget to optimize returns from financial activities, with a focus on accuracy and comprehensiveness. Develops long-term financial plans including investment strategies and business expansions
- Enhances team productivity across the organization, ensuring all roles are aligned with effective KPIs that drive profitability and operational efficiency. Tracks and reports on KPIs to measure financial health and operational success
- Drives assertive, clear communication across departments, from entry-level employees to executive management, to ensure alignment and efficient decision-making. Partners with senior leadership to align financial strategies with company goals
- Maintains agility and adaptability, responding quickly to dynamic business environments and ensuring fast, accurate delivery of financial insights and reports that supports real-time decision-making
Interacts with : Leadership, employees, vendors, investors
Travel required : limited
Location : Remote from within the United States
Education and Functional Experience :
10+ years of experience leading finance within the finance industry, such as Financial Services, Wealth Management or FintechBachelors degree in finance, economics, accounting, or related field. CFA and / or MBA preferredHighly skilled in building comprehensive financial models (e.g., 3-statement, cash flow models) to guide business decisions, with meticulous attention to detailAdvanced proficiency in financial modeling tools and software (Excel, SQL and business intelligence tools such as Tableau, Power BI or similar)Experience in or overseeing accounting functions and financial reporting standardsProven track record of success in high-growth environments, with experience scaling financial operations effectivelyAt least 5 years of hands-on experience managing assets, with strong capital management skillsExperience with financial audit and collateral field exams for managing an Asset-Based Lending (ABL) facility preferredPrevious experience in a top-tier management consulting firm and / or a fast-paced, high-growth company in a director or higher role preferredBehavioral / Skill Requirements
Strong, intuitive problem-solving skills, with the ability to identify opportunities and risks swiftly and act on insights with confidenceAbility to learn quickly and adapt to new systems, processes, and financial strategies, implementing them efficientlyProven ability to work with urgency, prioritizing tasks effectively to meet tight deadlines in a fast-paced environmentExceptional communication skills, demonstrating assertiveness in managing cross-functional teams and facilitating discussions with key stakeholdersHumble, self-aware and composed, and open to introspective growth, with a desire for continuous learning and developmentStrong strategic financial decision-making abilities, with a focus on translating complex financial outcomes to diverse audiences, including executive teams and business partnersDemonstrates the ability to identify and connect interrelated concepts, processes, and tasks, ensuring seamless collaboration and integration across tasks, systems, teams and projectsKey Performance Indicators (KPIs) :
Gross Margin Income Targets : Achieve predefined gross income growth targets, aligned with company revenue goals.Operating Income Targets : Meet or exceed operating income objectives, ensuring efficient management of expenses and maximization of profitability.