VP, Finance and Strategy

San Francisco /
Management /
As our first VP (Head) of Finance, reporting directly to the CEO, you will lead Financial Planning, Forecasting, and Reporting & Analysis that enables the company to report financial results accurately and in a timely manner. You will be responsible for advancing the organization’s finance and accounting operations including establishing financial policies, procedures, controls, and reporting systems. This position oversees general accounting, banking, payroll, taxes, insurance, and forecasting.

This position works in collaboration with senior management and department leads to generate and track budgets and prepare reports.

Who you are:

    • You are able to clearly and succinctly communicate both written and verbally to all levels within the organization
    • You have the ability to enable the company to report its financial results accurately, and in a timely manner
    • You can interpret, glean meaningful insights and communicate financial results to all levels of the organization.
    • You understand the meaning of and the importance of OKR’s and can drive projects to successful conclusion
    • Self-starter who brings ideas, creativity, and solutions to the table

What you will do

    • Head all accounting and finance roles and their needed hiring, training, mentoring, and providing clear direction on strategy, goals, and development
    • Help the company effectively and efficiently allocate financial resources and make sound decisions to support growth while mitigating risk exposure
    • Manage all finance and accounting operations including banking functions and soon our lending operation working lending facilities and a partner bank
    • Develop (enhance existing), implement, and maintain quarterly budgeting process across the organization
    • Oversee financial internal controls
    • Oversee the financial close of the US & subsidiary entities and prepare consolidated financial statements and reports on monthly, quarterly and annually basis
    • Manage annual audit engagements
    • Coordinate corporate tax reporting and preparation of tax returns with outside tax accountants
    • Manage all tax and municipal filings for the multiple company jurisdictions
    • Forge a strong working relationship with all department leads with an eye to helping them better run their business units
    • Ensure adequate insurance coverage and lead-related renewals
    • Improve reporting by advancing systems and business processes

Experience and Skills

    • 10+ years of experience with relevant financial management experience
    • Possess a current CPA designation
    • Experience working for a FinTech company in credit would be strongly preferred
    • Extensive experience aligning investment of resources against a company's business strategy and objectives
    • Experience at a high-growth venture-backed tech company
    • Solid knowledge of the P&L, Balance Sheet and Cash Flow and GAAP principles
    • Have a clear understanding of and adhere to all regulations affecting our business