Your Role

You will report directly to our Chief Financial Officer and have direct and primary responsibility for budgeting and forecasting, financial analysis, capital structure, debt and/or equity fundraising, investor relations, and strategic planning. The ideal candidate will have approximately 8-12 years of progressive experience in a combination of investment banking, private equity, and VC/PE backed portfolio companies. You will manage a team of 3-4 individuals and have significant interaction with the Executive Team, the Board, and each business unit department head. Executive presence and communication skills to be comfortable in a leadership role is a must.

Day to Day 

• Lead financial planning: create annual and multi-year budgets, maintain updated forecasts and accurate cash flow reporting, establish financial policies
• Drive visibility & insight into business performance and resource planning decisions through monthly reporting and budget variance analyses. Responsible for preparing board and public market presentations whenever required
• Direct the build out and own then 3- and 5-year long range financial plans, detailed monthly budgeting and forecasting, and a variety of financial models, including (but not limited to) multi-year three financial statement models, unit economic analyses, capital investment models, customer cohorts, etc. 
• Analyze and provide recommendations on the financial implications of business decisions 
• Perform financial analysis to support major initiatives and investment decisions that will lead to increased profitability and long-term value creation. 
• Serve as a peer and financial business partner to the CCO, CMO/CSO, SVP Operations, Chief Partnership Officer, and to other key business leaders
• Conduct monthly P&L and business reviews with business unit heads on both financial results and key operating metrics 
• Provide post-merger financial integration support for corporate development function, developing and updating long term financial projections
• Manage cross-functional strategic finance team across business units
• Provide input through business modeling and Pro-forma analyses to support strategic decision-making in day-to-day operations and new programs
• Work side by side with Accounting team on topics such as constructing relevant operational P&Ls, variance analysis & financial reporting
• Facilitate improved reporting and communication of goals/performance throughout the organization
• Work with business unit leads to help them understand how their business is performing
• Create and maintain investor and Board reporting, including supporting the creation of quarterly Board decks; interface with Board and investors on as-needed basis
• Participate in building out the infrastructure, models, controls and story for a successful exit via strategic sale or IPO 
• Ad hoc special analysis projects (i.e. profitability analysis of products & services, pricing support, sales & market spend ROI, etc.)

Preferred Experience

• 8-12 years of progressive experience in a combination of private equity, VC/PE backed portfolio company and/or martech preferred. Experience with a successful exit highly preferred
• A Bachelor’s degree in quantitative business discipline (such as finance or economics), or a liberal arts degree from top-tier institution is required
• Ability to comfortably and effectively communicate up to the executive and Board level - strong verbal, written and interpersonal communication skills
• Excellent analysis skills and ability to identify issues/opportunities and recommend solutions
• Leadership experience, prior team management experience, executive presence and intellectual curiosity is a must 
• Detail-oriented individual with a tremendous amount of intellectual curiosity
• Must show initiative, be hands-on, work well both independently on projects or as part of a team
• Proven ability to multitask and work through ambiguous requirements 
• Ability to work issues at all levels within the organization
• Excellent project management skills and ability to drive projects to completion
• Experience with financial planning software best practices and build out
• Expert level Excel skills required, with SQL, SFDC, and other similar data software familiarity preferred but not required

Skills & Abilities 

• Analytics - Exceptional analytical skills and financial modeling capabilities are a must. Best-practices should be second nature, your models are efficient, scalable and intuitive. 
• People & Project Management - Strong organization skills; thorough understanding of the business including customer base and complexity, project sizes and deadlines with ability to structure problems and prioritize competing deadlines. 
• Maturity - Strong interpersonal skills with ability to resolve conflicts, negotiate with all levels of personnel, identify issues and present workable solutions in a simple, meaningful, and focused manner; ability to build rapport with all levels of personnel. 
• Communication - Excellent communication, written and oral skills. Ability to communicate up to the executive and Board level comfortably and effectively and at all levels of the organization. 
• Attention to Detail - Ability to identify ways to streamline processes to meet leadership requests and deadlines; demonstrated excellence, detail-orientation, and superb organizational skills. 
• Leadership & Professionalism - Positive, team-oriented approach required; ability to adapt style to influence others; ability to accept difficult situations and tasks and perform with the utmost professionalism; must be able to coordinate with other operating units (e.g., HR, IT, Recruiting) to ensure smooth operating environment; easily able to adapt to sudden change with a positive attitude. Must possess the ability to handle the highest level of confidential information. Flexibility to meet changing needs of the role. 
• Adaptability - Ability to thrive in an unstructured, fast moving and constantly evolving high growth environment. Be creative, adaptive and eager to learn new ways and skills.

Perks & Benefits

• Unlimited PTO
• Monthly mobile stipend
• Home office stipend
• 401K 
• Hybrid work schedule
• United Healthcare medical coverage
• Dental & vision insurance
• Parental leave
• Pre-tax commuter programs
• Half-day Fridays starting at 2pm
• Learning & development programs