Overview
This role leads financial and accounting operations, drives strategic planning, and builds a scalable finance organization. As a key strategic partner to leadership, you will oversee FP&A, accelerate automation and technology integrations across financial systems, modernize budgeting processes, and develop advanced data analysis capabilities to transform transactional operations into a strategic growth engine.
Responsibilities
- Strategic Financial Planning & Analysis (FP&A): Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
- Automation & System Integration: Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and the internal operating platform (Playbook OS).
- Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
- Data Analysis & Insight Generation: Build advanced data capabilities to deliver actionable financial insights for department heads.
- Team Leadership & Organizational Scaling: Build, mentor, and scale a high-performing finance team to support rapid company growth.
- Accounting & Compliance: Ensure GAAP compliance, manage external audits, support tax strategy, and oversee multi-entity/subsidiary consolidation.
- Treasury & Cash Management: Optimize working capital, forecast free cash flow (FCF), and govern cash buffers.
- Exit / M&A Readiness: Prepare data rooms, support quality of earnings (QoE) readiness, and deliver board/investor reporting.
Requirements
- Experience: 8–12+ years of progressive finance experience combining foundational accounting/controllership rigor with high-growth strategic FP&A.
- Education: Bachelor’s degree in Finance, Accounting, or Economics required.
- Credentials: CPA, CFA, or MBA strongly preferred.
- Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex).
- Data Skills: Advanced SQL or BI dashboarding experience is a strong plus.
- Strategic & Operational Range: Ability to conduct board-level scenario modeling and troubleshoot complex multi-entity reconciliations or ERP data flows.
- Executive Presence & Influence: Collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders.
Compensation & Benefits
- Salary: $140–160K.
- Equity: With top performance, eligibility to become a shareholder and earn equity.
- Medical: FREE employee-only medical coverage under one of the plans.
- Insurance: FREE short-term disability and FREE life insurance coverage.
- Retirement: 4% employer match with the 401(k).
- Other benefits: Additional benefits available.
Location
- Remote, anywhere in the continental U.S.
Reporting Line