Vice President of Finance

Overview

The organization is seeking a Vice President of Finance to lead financial strategy, operations, and execution as the business scales. Reporting to the COO and working closely with the CEO, this role serves as a trusted partner to leadership, supporting financial discipline, visibility, and decision-making across the organization.

This is a hands-on leadership position based in New York City. Remote candidates will be evaluated on a case-by-case basis.

Responsibilities

• Act as the strategic finance partner to the CEO, COO, and Board by providing insight into business performance, capital efficiency, and long-term financial planning.
• Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making.
• Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP.
• Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business.
• Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability.
• Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities.
• Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics.
• Manage tax, audit readiness, and regulatory compliance in collaboration with external partners.
• Contribute to capital planning, investor communications, and future fundraising preparation as needed.
• Identify opportunities to improve efficiency, visibility, and financial rigor as the organization scales.
• Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.

Requirements

• 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses.
• Proven experience building and operating finance functions in Series A+ or growth-stage startups.
• Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution.
• Deep understanding of GAAP, audits, internal controls, and compliance requirements.
• Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight.
• Demonstrated ability to operate independently and take full ownership in environments with limited structure.
• Familiarity with global financial operations, including contractors and multi-currency considerations.
• Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar).
• Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus.

Preferred Qualifications

• Experience in the benefits and wellness industry is heavily preferred.

Compensation & Benefits

Salary Range

• $200,000 - $275,000 USD

Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (Full-time employees)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• Supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the intersection of financial wellness and technology

Location

• New York City
• Remote candidates will be evaluated on a case-by-case basis.

Equal Employment Opportunity

Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply. The organization is an equal opportunity employer and does not discriminate based on race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.