Head of Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the complete finance function and act as the CEO’s operational partner.

• Take responsibility for cash forecasting, governance, capital allocation, and decisions related to growth investments.

• Oversee relationships with banks and investors for reporting purposes.

• Evaluate options for equity, debt, and non-dilutive capital.

• Lead the financial efforts for financings, partnerships, and mergers and acquisitions.

• Provide timely monthly financial closes and ensure GAAP-compliant financial statements.

• Direct the activities of outsourced accounting and tax firms.

• Manage commission reconciliation, revenue assurance, and the recovery of commission receivables.

• Maintain the chart of accounts and ensure alignment among Brex, payroll, billing, banking, and general ledger systems.

• Supervise accounts payable, accounts receivable, vendor payments, payroll, and tax compliance.

• Own the three-statement operating model, annual budgeting, and scenario planning processes.

• Produce monthly financial packages and prepare materials for the Board.

• Manage LTV/CAC and payback analyses across acquisition channels and distribution segments.

• Integrate financial data across company systems and collaborate with the Data team to build reliable dashboards.

• Oversee a mix of in-house staff and outsourced contractors.

• Select and manage the finance systems stack with a focus on automation.

• Collaborate on compensation and equity modeling, hiring strategies, legal and risk issues, commercial partnerships, business development, data analytics, and company OKRs.

• Create a transaction-ready data room and assist in the development of the 2027 budget.

• Steer the company towards scalable growth and the attainment of its OKRs.

⛳️ Requirements

• 7+ years of experience in finance, including at least 2 years as the second-in-command (Director or VP reporting to a CFO or founder) at a venture-backed organization.

• Hands-on experience with the monthly close, general ledger, and financial statement preparation.

• Extensive experience in financial planning and analysis (FP&A) and three-statement modeling.

• Proficient in scenario analysis, unit economics, and sensitivity modeling.

• Direct experience with LTV/CAC, payback, and channel performance measurement in a multi-channel or B2B2C environment.

• Successful track record of scaling a startup during a phase of significant revenue growth.

• Experience in managing Board reporting and working directly with venture firms.

• Skilled in managing outsourced accounting, tax, and finance vendors to achieve specific outcomes and adhere to budgets.

• Strong systems knowledge across QuickBooks Online, Brex, banking platforms, PEOs, Carta, and business intelligence tools like Mixpanel or Tableau.

• Comfortable handling HR, legal, and operational issues that extend beyond traditional finance.

• Legally authorized to work in the United States without sponsorship.

• Familiarity with insurance distribution or commission-based revenue models is preferred.

• Willing to engage in hands-on operational tasks and initially act as the entire finance function.

• Ability to communicate clearly and directly, translating complex information into actionable insights.

• Proficient in ClickUp and AI tools like Claude for task management and productivity.

🏝️ Benefits

• Target annual bonus linked to both company and individual performance.

• Significant equity grant with a clear pathway to an executive title as the business grows.

• Comprehensive health, dental, and vision insurance coverage.

• Employer contributions to a 401(k) plan.

• Flexible vacation policy.

• Remote-first work setup.

• Regular opportunities for in-person collaboration with the CEO.

• Potential career progression to CFO based on performance and company results.