Director of Finance

Role Summary: 

The Director of Finance plays a crucial role in shaping our company’s 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

Reports to:  Chief Financial Officer 

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 Fintech
• Bachelor’s degree in finance, economics, accounting, or related field.  CFA and/or MBA preferred   
• Highly skilled in building comprehensive financial models (e.g., 3-statement, cash flow models) to guide business decisions, with meticulous attention to detail
• Advanced 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 standards
• Proven track record of success in high-growth environments, with experience scaling financial operations effectively
• At least 5 years of hands-on experience managing assets, with strong capital management skills
• Experience with financial audit and collateral field exams for managing an Asset-Based Lending (ABL) facility preferred
• Previous experience in a top-tier management consulting firm and/or a fast-paced, high-growth company in a director or higher role preferred

Behavioral/Skill Requirements 

• Strong, intuitive problem-solving skills, with the ability to identify opportunities and risks swiftly and act on insights with confidence
• Ability to learn quickly and adapt to new systems, processes, and financial strategies, implementing them efficiently
• Proven ability to work with urgency, prioritizing tasks effectively to meet tight deadlines in a fast-paced environment
• Exceptional communication skills, demonstrating assertiveness in managing cross-functional teams and facilitating discussions with key stakeholders
• Humble, self-aware and composed, and open to introspective growth, with a desire for continuous learning and development
• Strong strategic financial decision-making abilities, with a focus on translating complex financial outcomes to diverse audiences, including executive teams and business partners
• Demonstrates the ability to identify and connect interrelated concepts, processes, and tasks, ensuring seamless collaboration and integration across tasks, systems, teams and projects

Key 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.