Full-Time

Vice President of Finance

LearnLux

LearnLux

51-200 employees

B2B platform delivering employee financial planning

Compensation Overview

$200k - $275k/yr

Company Does Not Provide H1B Sponsorship

New York, NY, USA

In Person

Remote work considered on a case-by-case basis.

Category
Finance & Banking (1)
Required Skills
Quickbooks
Forecasting
Hubspot
Requirements
  • 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses
  • Experience in the benefits and wellness industry is heavily preferred
  • Proven experience building and operating finance functions in Series A+ or growth-stage startups
  • Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution
  • Deep understanding of GAAP, audits, internal controls, and compliance requirements
  • Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight
  • Demonstrated ability to operate independently and take full ownership in environments with limited structure
  • Familiarity with global financial operations, including contractors and multi-currency considerations
  • Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar)
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus
Responsibilities
  • Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning
  • Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making
  • Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP
  • Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business
  • Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability
  • Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities
  • Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics
  • Manage tax, audit readiness, and regulatory compliance in collaboration with external partners
  • Contribute to capital planning, investor communications, and future fundraising preparation as needed
  • Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales
  • Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution
Desired Qualifications
  • Experience in the benefits and wellness industry is heavily preferred

LearnLux is a workplace financial wellbeing platform that helps employers provide financial education and guidance to their employees. It combines digital tools with access to Certified Financial Planner professionals, offering resources such as financial check-ups, cash flow calculators, and retirement readiness models. The service is sold to employers (B2B) as a benefit they can offer to their workforce, with employees receiving personalized guidance. Unlike some platforms that rely only on digital content, LearnLux blends self-service tools with human advice to address a range of personal finance topics and tailor support to individual needs. The company’s goal is to improve financial literacy and reduce financial stress among employees by helping them understand their options and make informed decisions.

Company Size

51-200

Company Stage

Early VC

Total Funding

$28.8M

Headquarters

Boston, Massachusetts

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Sorenson Capital invested $5M; Crosslink led $10M Series A for expansion.
  • Messer partnership spiked engagement via comprehensive benefits communication plan.
  • 2026 report shows 9-in-10 employees face financial stress, boosting demand.

What critics are saying

  • BrightDime's AI coaching erodes market share with lower-cost advice in 6-12 months.
  • Fidelity bundles free tools and CFP access into 401(k) plans, capturing clients in 12-18 months.
  • Executive Order 14173 triggers employer DEI rollbacks, harming scholarship program now.

What makes LearnLux unique

  • LearnLux combines digital tools with Certified Financial Planner professionals for personalized guidance.
  • B2B platform offers employers financial check-ups, cash flow calculators, and retirement models.
  • CFP® Opportunity Scholarship supports underrepresented individuals earning CFP certification annually.

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Your Connections

People at LearnLux who can refer or advise you

Benefits

Remote Work Options

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Mental Health Support

Company Equity

Paid Vacation

Paid Sick Leave

Sabbatical Leave

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

-1%

2 year growth

-3%
GRP (UK) LIMITED
Nov 7th, 2024
LearnLux Financial Wellbeing Named Top 25 Work Tech Vendor

LearnLux, a leader in workplace financial wellbeing, has been named one of the Top 25 Work Tech Vendors in the 2024 Inspiring Workplaces Work Tech Awards.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital invests $5M in LearnLux, an essential solution in financial wellness for employees - Sorenson Capital

Subscribe to our newsletter to learn more about the happenings at Sorenson Capital Partners.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital Invests $5M in LearnLux

Sorenson Capital has invested $5M in LearnLux, a financial wellness platform for employees. LearnLux partners with enterprises to provide financial guidance through Certified Financial Planner™ professionals and money management tools. The platform aims to improve employee financial health, productivity, and retention. A survey found that 85% of financially healthy employees are more productive, and employees are 51% more likely to stay with their organization when offered financial wellbeing benefits.

Securities and Exchange Commission
Feb 14th, 2024
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Tehub
Jul 3rd, 2023
Want your staff to participate in your financial wellness programme? take a page from this strategy book.

Engagement spiked when Messer partnered with LearnLux to create a comprehensive benefits communication plan and rolled out the digital + human program to meet employees where they are.