VP of Finance (Hybrid/NY)

Location: New York, USA (Hybrid – minimum 3 days per week in-office) 
Reporting to: President 
Working closely with: CEO, Leadership Team and Board. 
 
Type: Full-Time 
Start date: ASAP 

About LemonEdge 

LemonEdge is a next-generation accounting platform purpose-built for private capital markets. Our technology gives fund administrators and asset managers the tools to automate complexity, improve transparency, and scale faster. With strong early traction in North America and EMEA, we are now entering the next phase of growth — focused on predictable revenue, operational discipline, and global team alignment. 

Role Summary 

We are hiring a VP of Finance to lead LemonEdge’s global financial function. This is a hands-on executive leadership role, ideal for a commercially-minded operator with deep SaaS expertise. You'll own financial strategy, forecasting, investor readiness, and systems build-out — partnering closely with the President and CEO to steer the company through rapid growth and strategic milestones, including future fundraising rounds. 

This hire will play a central role in driving operational maturity and improving predictability, accountability, and confidence in our financial decision-making. 

Key Responsibilities 

Strategic Finance & Investor Partnership 

• Set and execute a financial strategy aligned with company growth objectives. 
• Own the 3-year model, annual budgets, and rolling forecasts. 
• Partner with the CEO and President to drive capital strategy and scenario planning. 
• Lead financial due diligence, investor relations, and preparation for future funding rounds. 
• Build robust investor reporting cadence and Board materials. 

Financial Planning, Analysis & Reporting 

• Build and maintain department budgets, cash forecasts, and variance analyses. 

• Develop KPI dashboards and SaaS metric scorecards (ARR, NRR, CAC, LTV, Rule of 40). 

• Deliver timely and accurate financial reporting, including commentary and insights. 

• Support decision-making through modelling and ROI analysis. 

Revenue & Commercial Finance 

• Implement ASC 606-compliant revenue recognition practices. 

• Partner with Sales, Implementation and Product on pricing, margins, and commercial strategy. 

• Track and optimize implementation profitability and contribution margins. 

Treasury, Risk & Compliance 

• Oversee cash flow management, FX exposure, working capital, and reserves. 

• Manage financial audits, global tax compliance, and regulatory filings (US & UK). 

• Maintain a clean cap table, equity reporting, and stock option administration. 

• Identify and mitigate financial risks (regulatory, operational, or market). 

M&A, Strategic Finance & Capital Allocation 

• Evaluate and support M&A opportunities and financial modelling. 

• Conduct due diligence and integration planning for potential acquisitions or partnerships. 

• Inform capital allocation decisions and business case development. 

Financial Operations & Systems 

• Lead accounting operations including AR/AP, close processes, payroll, and expenses. 

• Implement scalable systems (e.g. NetSuite, Mosaic, Chargebee) to support growth. 

• Continuously improve financial controls and automation. 

• Deliver fast, accurate, and insightful financial data to the business. 

Leadership & Cross-Functional Influence 

• Build and lead a high-performing finance team. 

• Partner across the ELT to embed financial accountability and decision-making discipline. 

• Coach department heads on budgeting, trade-offs, and operational efficiency. 

• Help shape company culture with a calm, clear, and collaborative leadership style. 

Ideal Candidate Profile

• Experience:
  • 10+ years in finance
  • 5+ years in senior finance roles at SaaS or FinTech companies
• Stage:
  • Proven track record scaling finance functions through Series A/B/C or pre-exit
• Technical:
  • Deep FP&A
  • SaaS metrics
  • GAAP/ASC 606 revenue recognition
  • Investor-facing reporting
• Commercial:
  • Strong partner to Sales, Implementation, and Product teams
  • Comfortable driving pricing and unit economics
• Tools:
  • Strong with Excel/Sheets
  • ERP tools (e.g., NetSuite)
  • FP&A tools (e.g., Mosaic, Adaptive, Anaplan, Xero)
• Style:
  • High ownership
  • Highly analytical
  • Collaborative
  • Calm under pressure
• Bonus skills:
  • CPA or MBA preferred (not required if experience is exceptional)

KPIs & Success Metrics

12–18 Month Success Indicators

Revenue & Forecasting

• Forecast variance for total revenue and ARR: <5% quarterly
• ASC 606 revenue recognition fully compliant by Q2 2026
• Margin visibility on implementation/services by Q1 2026

Metrics & Financial Maturity

• SaaS KPI dashboards live by Q4 2025 (weekly/monthly, reviewed by President/ELT)
• Implementation profitability cohort analysis by early 2026
• Burn rate tracking + cash flow forecasting with >6 months runway visibility

Fundraising & Investor Readiness

• Due diligence framework ready for Series B/C by Q4 2025
• 100% audit-ready cap table, equity records, and data room
• Quarterly Board reporting within 5 days of close

Financial Ops & Controls

• Close process <7 business days by Q2 2026
• Global tax, compliance, and filings on time, no missed deadlines
• ERP/billing system selected and implementation started by H1 2026

Leadership & Collaboration

• Finance business partners aligned by Q1 2026
• Full departmental budget ownership by mid-2026
• ELT finance satisfaction rating >90%

Compensation Guidelines 

Top-end compensation assumes a strong track record in SaaS finance, team leadership, and readiness to evolve into a future CFO or public-company-level finance leader. 

Benefits: Medical, dental, vision, 401(k) with 3% Company match, employer-sponsored life Insurance, LTD and STD insurance options, unlimited PTO, hybrid working, equity upside.

Interview Process – VP of Finance 

Total Rounds: 4–5 

Target Timeline: 3–4 weeks 
Format: Blend of video and in-person (final round in NY)