Vice President of Finance

Key Responsibilities

• Serve as a strategic finance partner to the CEO, COO, and Board.
• Provide insight into company performance, capital efficiency, and long-term financial planning.
• Support executive decision-making through financial analysis and strategic forecasting.
• Lead forecasting, budgeting, scenario modeling, and financial planning activities.
• Develop scalable financial planning processes to support organizational growth.
• Support pricing analysis, revenue forecasting, renewals, and unit economics initiatives.
• Oversee accounting operations in collaboration with outsourced accounting partners.
• Ensure timely and accurate financial reporting and GAAP compliance.
• Manage tax coordination, audit readiness, internal controls, and regulatory compliance activities.
• Build scalable financial systems, controls, and operational processes.
• Support development of internal finance infrastructure as the business grows.
• Help define the roadmap for future finance team expansion while remaining deeply involved operationally.
• Partner with Product, Commercial, Client Success, People, and Legal teams on financial planning and operational alignment.
• Support investor communications, capital planning, and future fundraising readiness as needed.

Qualifications

• 10+ years of progressive finance experience.
• Senior finance leadership experience within high-growth SaaS, fintech, or technology-enabled businesses.
• Experience building finance functions in Series A+ or growth-stage startups.
• Strong expertise across FP&A, accounting oversight, financial operations, and strategic finance.
• Deep understanding of GAAP, audits, internal controls, and compliance requirements.
• Experience partnering closely with CEOs, COOs, and Boards.
• Strong ownership mentality and comfort operating in less structured environments.
• Experience with financial tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot or similar platforms.
• Strong communication and executive presentation skills.
• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• MBA, CPA, or related credentials preferred.
• Preferred background experience within benefits, wellness, or financial wellbeing industries.
• Familiarity with global financial operations and multi-currency environments beneficial.

Pay

Salary range: $200,000–$275,000 USD.

Benefits

• Remote-first company structure.
• Medical, dental, vision, and 401(k).
• Mental wellbeing and financial wellbeing benefits.
• Equity eligibility for full-time employees.
• Paid sabbatical after five years of service.
• Continuous learning and growth opportunities.