VP Finance - Confidential

Your role

As a key member of the executive team reporting directly to the CEO, you will own finance and accounting at the company. This position offers a broad role and complex challenges for a financial executive with an entrepreneurial spirit. Your primary objective will be to keep your department running smoothly, while helping the company manage and sustain profitable growth. 

This role also offers a unique opportunity within an established software company to build and improve the finance and accounting function. To include hiring and recruiting a team; establishing new key metrics; and leading a refreshed budgeting process as part of a company-wide reflection on strategic goals. 

The VP of Finance will be a key player in the growth phase upon which the company is embarking, and both a tactical and strategic partner to the CEO in charting its overall course. 

Responsibilities

• Lead the accounting, FP&A, treasury, and reporting functions
• Hire and lead a team (controller, junior accountant…)
• Drive strategic financial thinking across the business and become a thought partner to the CEO and leadership team in long-term financial planning
• Manage our three financial statements and the monthly close process
• Manage payables, payroll, and credit cards
• Manage invoicing, accounts receivable, and collections
• Ensure cash is properly managed with sufficient internal controls
• Own financial analysis for key decisions, to include forecasting and ROI analysis
• Manage the financial reporting process in accordance with U.S. GAAP, including delivery of monthly reporting packages
• Build and manage the annual budgeting process in tandem with the CEO and key leaders
• Create meaningful reporting dashboards to track operational metrics that alert the management team to important trends requiring action
• Assist CEO with the preparation of monthly and quarterly board materials
• Automate—where possible—the financial reporting process using Intacct, Bill.com, Expensify, Paylocity and the other financial systems at your disposal
• Manage audit engagements and complete required audit documentation
• Support private equity-owner deal teams in due diligence of add-on targets
• Successfully complete the integration of any add-on acquisitions to the company’s financial and administrative systems
• Complete ad hoc projects in partnership with the CEO and board

Experience

• 7+ years of public or private accounting, banking, and/or private equity experience, with increasing responsibility and 2+ years of experience directly managing a team
• Deep understanding of U.S. GAAP accounting and experience with the audit process
• Proficient at complex financial modeling and budgeting
• Track record creating and tracking cross-functional key metrics
• 4-year degree in finance, accounting, or similar (math, statistics, economics…)
• Strong familiarity with the SaaS business and financial model
• Advanced knowledge of Excel and of Microsoft Office and other tools commonly used by accounting and finance teams
• Experience with company’s core financial operating systems a plus (Intacct, Paylocity, Bill.com, Expensify, Quickbooks Online)
• Experience with M&A and on-boarding of add-on acquisitions a plus
• CPA a plus, but not required

Personal traits

• Analytical. Finds meaning in numbers. Data-driven decision-maker.
• Excellent communicator, both in writing and in speech.
• Strong leadership skills. Capable of training, motivating, and leading a team.
• Organized. Self-disciplined. Can work with little direct day-to-day guidance.
• Resourceful. Achieves creative results where others are discouraged.
• Entrepreneurial. Thrives in a nimble, lean, fast-paced environment.
• Collaborative. Understands the importance of cross-functional cooperation.
• Driven. Takes great satisfaction in winning. Wants to be part of a winning team.
• Unimpeachable integrity and ethical standards, even if it means owning inevitable mistakes.

Other information

• Location: Remote (U.S.-based). Company is 100% virtual, with employees in over 30 states. Occasional travel, likely once a quarter on average, for team events or other work functions. CEO is based in Los Angeles.
• Compensation: Competitive.
• Benefits: 401k matching, medical, dental and vision healthcare coverage, competitive PTO, sick days, and holidays.