Why Join?

Our client is an LA-Based Fintech firm helping new businesses find capital, having originated over $100mm in 2019. Their investors include firms with significant experience in FinTech and highly regarded in the industry and have been ranked #9 by Glassdoor’s “Best Places to Work” list for 2020. The Director of Finance is responsible for overseeing finance, accounting, payroll, tax, financial analytics, and our financial systems. You will be part of a small executive team and responsible for our entire financial strategy. Through your strategic and analytical insight, you will be instrumental in helping our client achieve extraordinary things as we move forward

You will be a key member of the executive team, the leading financial and ROI voice of the management team as it pertains to; initiatives, strategies, and real-time performance evaluation of the business. We are looking for a high-achieving finance specialist who has proven experience putting it all together. Financial planning plays a pivotal role in managing the company’s financial performance and shaping its strategic priorities. The Financial Planning and Analysis (FP&A) team is responsible for facilitating the coordination, consolidation, reporting, and analysis of the overall forecast process; investor reporting, weekly and monthly reporting, evaluation of deals across the company, and long-term planning/strategic initiatives. The Director of Finance will be primarily responsible for supporting all the financial and business metrics planning, reporting and analysis processes (Budget/Forecast/Actual) and working with various functional teams across the organization.

This position will be based in our Los Angeles office, remote in the current environment. The role will require a strong blend of Controllership and FP&A.

What You’ll Tackle

• Lead the financial strategy
• Hire, train and mentor a high performing team
• Manage all aspects of accounting including; accounts payable, accounts receivables, and the monthly closing process
• Manage all finance functions including; tax, audit, and investor reporting/liaising
• Ensure the company's financial results are presented in a timely accurate manner with explanations of variances to plan, prior period, and prior forecasts
• Provide strong FP&A leadership to a highly ambitious management team
• Assist in preparing documents for additional capital raising efforts (i.e. financial models/ forecasts, unit economics, actual vs. projected, etc.)
• Upgrade and implement an appropriate system of financial policies, internal controls, accounting standards, and procedures

• Provide analysis to help the company determine key metrics and understand how they impact the business
• Work with internal teams to drive data-driven decision making in an already highly analytical organization

• Prepare the annual budget and quarterly forecasts
• Responsible for the preparation and detailed review of weekly & monthly financial reporting schedules, with a focus on understanding material variances in performance against Plan/Forecast, prior period.
• Oversee monthly financial close preparation with a review of key P&L line items to determine appropriate accrual expense allocation
• Responsibilities include communication of calendar and tasks, preparation of budgeting tool for department users, collection of department input, interface with departments to provide and or confirm (budget) assumptions, validation/review of all inputs in all dimensions (Base Case, Upside, Downside), & preparation of materials for presentation of plan/forecast to CEO + investors
• Manage the preparation of weekly/monthly KPI reporting. Provide summary highlights and other insights as appropriate
• Oversee business intelligence team to ensure appropriate and accurate reporting is being created and disseminated throughout the organization
• Partner with Department Heads by providing expert knowledge and insightful analysis on high-visibility, complex, and key expense drivers (software maintenance fees contracts, capitalized salaries, etc.)
• Take the lead in various corporate, business and regulatory matters

• Assist in coordination of the annual financial audit and preparation of tax returns
• Coordinate with CPA and Legal firms

What You’ll Need to Win

• Bachelor’s degree in Finance/Economics/Business
• 7+ years of progressive background in financial analysis preferably in an FP&A role with a knowledge of GAAP accounting principles
• Excellent Excel and financial modeling skills
• Business analytical tools such as: Oracle Business Intelligence, Tableau, MicroStrategy, Domo (current platform) and experience with databases
• Excellent verbal, written, and interpersonal communication skills
• Self-starter and able to work independently
• Excellent communicator within a team of subject matter experts