Full-Time

Head of Finance

Posted on 3/22/2024

Ownwell

Ownwell

51-200 employees

Financial wellness platform for money management

Fintech
Financial Services

Senior

Austin, TX, USA

Headquartered in Austin, Texas.

Category
Corporate Finance
Finance & Banking
Required Skills
NetSuite
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Experience in a highly analytical, high caliber environment such as investment banking, private equity, management consulting, or a top-notch corporate finance team
  • Experience with building sustainable relationships across the organization is the only way to deliver impact
  • You enjoy driving results through partnership with cross-functional stakeholders to drive results
  • Experience in building and managing a finance and accounting team, and scaling the finance function
  • Strong financial modeling skills are essential. The candidate should be an expert in Microsoft Excel and ideally Netsuite or similar scale accounting systems
  • Demonstrated knowledge of accounting principles and concepts
  • Excellent written and verbal communications skills (content creation for decks, dashboards, etc.)
  • BA/BS degree in finance, accounting or related discipline required. MBA, CPA and/or experience in an analyst program helpful
Responsibilities
  • Build and scale the finance function
  • Provide strategic insight and recommendations on financial performance and our business model, focusing on KPIs, trends, and analytics to help meet the company’s long-term growth plans
  • Analyzes current and past trends in key performance indicators including all areas of revenue, relevant efficiency metrics, expenses and capital expenditures; highlight trends and explain causes of unexpected variances.
  • Utilizes complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
  • Conducts thorough analysis, including valuation and business case modeling to provide detailed guidance and insight regarding potential opportunities.
  • Serves as an integral member of the company’s strategic planning effort to identify, assess, and prioritize growth opportunities.
  • Represent finance on the executive team, partnering with department heads to bring quantifiable information into executive level conversations, present financial information during board meetings and to investors.
  • Participate heavily in the creation and management of a long-term strategic blueprint for the business, inclusive of business and growth forecasting, capital requirements for human-capital and physical expansion, valuation implications of key business decisions.
  • Develop all key reporting, financial updates, business commentary, BOD packages
  • Maintain outstanding banking relationships and strategic alliances with debt partners, vendors and business partners.

Ownwell is a financial wellness platform that assists individuals in managing their money effectively. It offers personalized advice and guidance, along with various tools and resources that enable users to make informed financial decisions. The platform also provides financial education courses and workshops, which help users understand the fundamentals of money management. What sets Ownwell apart from its competitors is its focus on financial education, ensuring that users not only receive advice but also learn essential skills for managing their finances. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial future.

Company Stage

Seed

Total Funding

$5.6M

Headquarters

Austin, Texas

Founded

2020

Growth & Insights
Headcount

6 month growth

11%

1 year growth

39%

2 year growth

129%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in financial literacy boosts demand for Ownwell's educational offerings.
  • AI-driven advisory services enhance Ownwell's personalized financial advice efficiency.
  • Remote work trends increase homeownership, expanding Ownwell's property tax reduction customer base.

What critics are saying

  • Rising interest rates may decrease real estate transactions, reducing demand for Ownwell's services.
  • Increased competition from PropTech startups could dilute Ownwell's market share.
  • Changes in property tax laws could impact Ownwell's ability to deliver savings.

What makes Ownwell unique

  • Ownwell offers unique financial education courses and workshops for better money management.
  • The platform provides personalized advice to optimize property tax savings for homeowners.
  • Ownwell's Bill Reduction Service helps homeowners save on monthly bills, enhancing financial wellness.

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