Director of Finance

This is a fully remote position, open to applicants in New York.

📋 Description

• Direct the FP&A and strategic finance operations.

• Act as a crucial collaborator with Accounting, senior leadership, and the board of directors.

• Develop, manage, and consistently enhance an integrated three-statement financial model for planning, scenario analysis, and fundraising efforts.

• Oversee the annual budgeting process, monthly and quarterly forecasts, and long-term financial planning across all business areas.

• Manage 13-week and full-year cash forecasting models.

• Create runway and scenario models that integrate hiring strategies and employee turnover.

• Prepare materials for board presentations, investor reports, and due diligence.

• Take ownership of SaaS and healthcare metrics, such as CARR, net revenue retention, and gross margin.

• Lead the planning of headcount and compensation in alignment with departmental budgets and hiring strategies.

• Collaborate with department heads regarding accountability and the financial repercussions of business decisions.

• Work alongside Accounting during monthly closing processes for variance analysis and timely reporting.

• Mentor and nurture the development of finance team members.

• Report directly to the Senior Vice President of Finance.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline is mandatory.

• Over 10 years of progressive experience in FP&A, corporate finance, or investment banking, including finance leadership roles at a growth-stage tech or healthcare organization.

• Proficient in constructing dynamic, integrated three-statement financial models.

• Strong quantitative and analytical skills, with a comprehensive understanding of SaaS and healthcare business models, including NRR, CARR, and gross margin.

• Experience in supporting or preparing for fundraising or due diligence processes.

• Proficient in NetSuite, Salesforce, Excel, and Google Sheets.

• Ability to simplify complex financial concepts into clear, actionable insights.

• Excellent analytical skills, meticulous attention to detail, and a systematic approach to troubleshooting and problem-solving.

• An MBA or CPA is preferred.

• Experience in healthcare technology or Pharmacy Benefit Management is a plus.

• Familiarity with M&A or post-acquisition integration is advantageous.

• Previous experience at a Series C through E venture-backed startup is a bonus.

🏝️ Benefits

• Bonus opportunities.

• Equity participation.