
Director of Finance
Posted 6 days ago

Posted 6 days ago
This is a fully remote position, open to applicants in Philippines.
• Develop and sustain dynamic financial models for 1-year, 3-year, and 5-year projections, including three-statement models, scenario analyses, and sensitivity tables.
• Take ownership of rolling forecasts, annual budgets, variance analyses, and financial reporting for a diverse portfolio of client engagements.
• Create KPI dashboards, executive reporting packages, and board-ready materials that translate complex data into actionable insights.
• Conduct margin analysis, demand planning, unit economics evaluations, and financial assessments related to pricing, channel mix, inventory, and vendor decisions.
• Collaborate with senior finance leaders as the primary analytical resource across multiple client relationships.
• Prepare documentation for board meetings, investor calls, strategic planning sessions, fundraising initiatives, and M&A activities.
• Participate in client meetings as necessary and communicate effectively with leaders in marketing, supply chain, operations, and executive teams.
• Assist with capital markets initiatives, including investor presentations, lender reporting, data rooms, credit packs, due diligence documentation, and runway planning.
• Enhance recurring workflows by standardizing reports, documenting standard operating procedures (SOPs), and improving analytical infrastructure across engagements.
• Leverage Excel, Google Sheets, AI tools, and automation platforms to streamline reporting and analysis for increased efficiency and scalability.
• **Must-Have:**
• Over 8 years of progressive experience in FP&A, investment banking, private equity, corporate finance, or financial advisory roles.
• Previous experience in a multi-client, portfolio support, consulting, fractional finance, private equity operating, or multi-entity environment.
• Advanced financial modeling expertise, including multi-year three-statement models, DCF, LBO, scenario analysis, and sensitivity tables.
• Strong grasp of consumer business models, which may include DTC, retail, omnichannel, wholesale, CPG, or similar sectors.
• Proficient understanding of accounting principles, such as accrual versus cash accounting, revenue recognition, COGS treatment, and inventory accounting.
• Capability to distill complex financial data into clear, executive-ready insights for senior stakeholders.
• Confidence in operating independently during client-facing engagements with cross-functional leaders.
• **Nice to Have:**
• Background in investment banking or private equity.
• Familiarity with QuickBooks Online, NetSuite, Xero, or BI/reporting tools.
• Experience in supporting fundraising, M&A, lender reporting, or investor-facing processes.
• Strong working knowledge of large language models (LLMs) like Claude or ChatGPT and automation platforms.
• Exposure to industries such as beauty, retail, consumer goods, or founder-led growth companies.
• Access to a **$200K+ perk marketplace** providing discounts on over 150 global services.
• Opportunity to **withdraw up to 50% of approved earnings** before payday.
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