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Head Of Finance

Most of our full-time roles are based onsite at our New York City office, where 💼 Full-time🗓 2026-08-04 → 2026-09-12

Core

Lead and scale the finance function for a Series B fintech company automating private investment management, serving as a key thought partner to the CEO and leadership team.

Role type

Founding Head of Finance

Builds

Financial infrastructure, reporting frameworks, and scalable finance operations for a high-growth SaaS platform

Domain

Financial Technology / Private Investments / SaaS

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure

Required skills

Financial modeling, forecasting, strategic planning, cash flow management, board reporting, team building, process design, business analysis, stakeholder management, financial controls

Preferred skills

Fintech experience, venture-backed company growth support, fundraising experience, BI tools implementation, advanced financial credentials, team scaling from ground up

Technologies

Financial modeling tools, BI tools, ERP systems

Responsibilities

Oversee accounting, billing, tax, and financial controls; Prepare board materials and investor updates; Monitor cash flow and capital planning; Guide strategic decision-making on growth and pricing; Lead annual budgeting and long-range planning; Drive FP&A and KPI frameworks; Analyze business performance trends; Build scalable financial operations and systems; Recruit and develop the finance organization

Seniority

Founding, hands-on IC with strategic leadership

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