Senior Vice President (SVP) of Finance and Operations

Overview

This role is for a Senior Vice President (SVP) of Finance & Operations. You will lead the operational and financial infrastructure that enables scaling, translating long-term strategy into disciplined execution across the operating model, business operations, governance, and financial infrastructure.

Reporting to the CEO and partnering closely with the President, you will serve as a player-coach—providing strategic direction and day-to-day leadership for business operations, finance, administration, legal, compliance, and people operations.

This position is remote within the United States and operates on U.S. East Coast hours. Occasional travel is required for company meetings, leadership offsites, Board meetings, and team events. Employment is contingent upon successful completion of a pre-employment background check.

Responsibilities

• Lead the Finance & Operations organization, establishing systems, operating rhythms, financial discipline, and cross-functional processes that enable effective scaling.
• Lead business operations, including company operating cadence, cross-functional coordination, systems and vendor management, and operational reporting.
• Provide executive oversight of the operating model by aligning annual and quarterly planning, budgets, headcount pacing, infrastructure investments, OKRs, KPI and SaaS-metric reporting, and Board-level financial planning with strategy and growth priorities.
• Oversee day-to-day legal and governance through outside counsel (corporate and financing matters; customer MSAs in partnership with Growth; renewals in partnership with Customer Success), with the President/General Counsel available for escalations.
• Partner with the CEO and President to translate long-term strategy into executable operating plans, organizational priorities, and financial investments.
• Champion capital efficiency across the organization and serve as a disciplined counterweight in investment decisions.
• Oversee state tax, corporate registration, and multistate regulatory compliance, including nexus analysis, foreign qualifications, state registrations, income and franchise tax obligations, annual reports, and related filings (in partnership with outside tax and legal advisors).
• Provide executive sponsorship for People Operations (in partnership with the Director of People & Talent) to ensure scalable people systems, workforce planning, compensation, and performance processes support growth.
• Sponsor compliance and information security in partnership with the fractional CISO, including SOC 2 maturity, HIPAA compliance, enterprise risk management, and AI-governance frameworks.
• Lead board and investor operations, including meeting materials, reporting cadence, and investor communications infrastructure.
• Own capital strategy and financing, including fundraising rounds and instruments (convertibles, priced equity, debt), scenario and dilution modeling, capital allocation, and runway planning—partnering with the CEO and President on fundraising strategy and execution; also own the annual 409A valuation cycle.
• Prepare the organization for corporate development, including M&A readiness, diligence infrastructure, data-room discipline, and an enterprise-valuation perspective that informs strategic decisions.

Requirements

Required

• Bachelor’s degree required plus a minimum of 12 years of relevant work experience; Master’s degree or relevant professional certification preferred.
• 12+ years of progressive experience spanning business operations, strategic planning, finance, and executive leadership, including experience in a senior role such as COO, VP of Finance, CFO, or equivalent within a scaling technology company.
• Track record of building or maturing finance and operations functions, including systems, controls, planning processes, and reporting infrastructure, within a Series A–B or similarly scaled organization.
• Experience building scalable operating systems, cross-functional planning processes, and executive operating cadences in a high-growth environment.
• Experience managing legal matters through outside counsel, with strong working knowledge of commercial contracting.
• Fluency in SaaS growth metrics, including ARR, net revenue retention, CAC/LTV, and burn multiple, with experience producing Board-level financial reporting.
• Direct experience leading or supporting venture financings, including convertible instruments and priced equity rounds, with responsibility for modeling, negotiation support, and investor relations.
• Demonstrated commitment to capital efficiency, with a track record of scaling responsibly.
• Demonstrated ability to lead through influence across finance, operations, people, legal, and technology functions.

Preferred

• M&A experience through diligence and closing, ideally including an exit.
• Experience in healthcare, payer markets, or another regulated-data environment (HIPAA/PHI).
• Experience overseeing people operations and information security, including vCISO relationships and SOC 2 readiness or compliance.
• JD degree and experience with commercial contracts in a startup environment.
• Experience overseeing multistate tax, corporate registration, and regulatory compliance for a distributed or remote workforce.

Compensation & Benefits

Competitive pay, meaningful equity, and benefits supporting well-being, growth, and flexibility.

Full-time employment opportunities include:

• Comprehensive health, dental, and vision insurance
• Short-term disability coverage
• 401(k) retirement plan with company matching
• Unlimited paid time off
• Opportunities for ongoing professional development and learning
• Benefits may vary based on location and employment status.

Location & Hiring Eligibility

• Remote within the United States.
• Primary operations hours: U.S. Eastern Time.
• The organization has an established presence in CO, FL, MA, MD, MN, NC, NJ, NY, PA, TN, and TX, and candidates in these states are encouraged to apply.
• If based elsewhere in the U.S., candidates will still be considered; evaluation is case-by-case.

Application Timeline & Additional Notes

• The application window is expected to close on Oct 16th, 2026.
• Submission does not guarantee selection, and the organization may modify or close the hiring process at any time.
• Only shortlisted candidates will be contacted.
• Applications will be retained for future consideration.
• Candidates should be prepared to participate in a multi-stage interview process, which may include in-person meetings with key members of the leadership team.

Security & Recruiting Disclosures

• Candidates will only be contacted through official company email addresses or authorized members of the hiring team.
• During the recruiting process, no payment or financial information will be requested.
• The role requires adherence to the Company Security and Privacy Policies and related security standards, including ensuring the security of information assets and resources, ensuring direct reports understand and adhere to the policies, managing risks to assets and resources owned by the functional area, and ensuring third parties operate in compliance with company policy.

Equal Opportunity & Accessibility

• Equal opportunity statement: consideration without regard to race, color, religion, sex, national origin, disability status, veteran status, or any other characteristic protected by law.
• Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act.
• ADA accommodations: if a reasonable accommodation is needed during the selection process, indicate this in the application or request accommodation through the organization’s general contact process.