We are seeking a highly skilled and experienced Head of Financial Services to lead our financial services operations and strategy. The successful candidate will play a pivotal role in shaping the future of our company's financial services division and driving growth through best-in-class client management and delivery.
Moreover, we're looking for a partner that wants to build a company from the ground up, and help us fulfill our mission of providing systems and services that raise the bar for what is expected from a company's finance department.
Company Overview
We are a fintech startup backed by top-tier VCs. We are building the next-generation of AI powered systems and services to support startup financial management. This means that as a team, we are creating from scratch the systems and services that will power the finance department, and we need your creativity and problem-solving skills to create the best solutions in the market.
Our clients are startups, high-growth tech companies, and small-to-medium sized businesses based in the United States. We already have our first several customers and have built a strong pipeline that we need your help activating.
Key Responsibilities
Oversee all customer accounts: Ensure the successful delivery of services including bookkeeping, reporting & analysis, budget & forecast, tax & compliance, and miscellaneous financial services.
Lead the Financial Services division: Initially handle tasks independently, and subsequently hire, build and mentor a high-performing financial services team, fostering a culture of collaboration, innovation, and excellence.
Manage & elevate client relationships: Drive business development efforts, including successful onboarding, retention and expansion through effective relationship-building initiatives.
Champion financial expertise: Stay abreast of industry trends, regulatory changes, and emerging technologies in accounting, finance, and taxation, providing thought leadership and insights to clients and internal stakeholders.
Participate in defining & executing our roadmap: Identify opportunities for innovation and process improvement, driving continuous enhancement of our service offerings and value proposition.
Essential Qualifications
MBA, CPA, CFA, or similar finance and business-oriented certifications
10+ years in venture-backed technology startups (Series A - D+), or outsourced CFO services
Strong understanding of financial principles, regulations, and practices, particularly as they relate to startups
Demonstrated experience in developing and implementing financial strategies to drive business growth and profitability
Exceptional analytical, problem-solving, and decision-making skills, with the ability to anticipate and address clients' financial challenges proactively
Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal teams, external partners, and stakeholders at all levels
Ability to thrive in a fast-paced, entrepreneurial environment, with a passion for driving innovation and delivering results
Expertise in Excel, QuickBooks, and all other relevant software
Technologically capable and intuitive enough to quickly learn any new SaaS tool
Desirable Traits
Ability to translate complex financial topics into actionable product and delivery strategies
Highly tech-savvy, familiar with workflow automation, AI tools, and a techno-optimist perspective
Understanding, familiarity, or strong curiosity of AI and large language models (LLMs)
Key Performance Indicators (KPIs) for the First Year
Successfully manage and support 20+ accounts and $1M+ in annualized revenue
Maintain an extremely high level of customer satisfaction
Exhibit professionalism and proficiency recognized by all of our stakeholders, including clients, customers, and colleagues
Demonstrate ability to retain and grow accounts
Why Join Us
Opportunity to play a key role in shaping the future of financial management systems and services and driving meaningful impact
Dynamic and collaborative work environment with opportunities for professional growth and development
Competitive compensation package, including salary, equity, and benefits
If you are a visionary leader with a passion for innovation and a drive to transform the financial management industry, we want to hear from you! Apply now to join our team and be part of our exciting journey.