Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.
About the Role:
As the Director of Financial Planning & Analysis at Finvisor, you'll play a pivotal role in the dynamic evolution of our firm. Your responsibilities will extend beyond internal operations, encompassing support for our clients and their founders. For a subset of our clients, you will sit as their fractional CFO, leading their financial forecasting, board presentations, and other advisory needs. In addition to overseeing the financial operations that underpin our expanding business, you'll take charge of enterprise-wide planning, analysis, forecasting, and reporting. This key position involves direct collaboration with Finvisor's Founder, close partnership with the Executive Team, and engagement with other key stakeholders to ensure our operations align with ambitious targets.
Responsibilities:
- Work closely with Finvisor's executive leadership, including the CEO and department Directors, as well as the supported VC-backed companies and founders. Provide analytical insights to enhance strategic decision-making throughout the organization. Develop a holistic, long-term financial strategy aligned with the company's growth, profitability, and cash flow goals
- Deliver precise and timely quarterly financial forecasts to executives and investors, offering insights that drive informed decisions.
- Prepare & present comprehensive reporting and analyses for management and Board(s) of Directors, encompassing annual and quarterly financial reviews, board materials, investor reporting, and regular business reviews.
- Spearhead initiatives internally and for clients, aimed at continuous enhancement, automation, and scalability of forecasting and reporting tools, processes, and methodologies.
- Grow and effectively lead a thriving Corporate FP&A team within Finvisor, including a team of 3-6, and help guide the next strategic steps in the growth of this division.
- Direct and coordinate overall FP&A activities with an in-depth understanding of all enterprise financial and economic drivers.
- Proactively optimize performance analytics linking key enterprise processes to financial outcomes, such as sales cycle impact on revenue, functional drivers influencing resource requirements and utilization, marketing ROI, and customer profitability.
- Develop compelling presentation content for Finvisor and for clients that narrates the company’s financial performance and key business drivers in alignment with strategic objectives.
- Provide effective leadership to a remote finance team, ensuring top talent acquisition, retention, development, and mentorship.
Qualifications:
- 10-12+ years of relevant experience in finance, management consulting, corporate strategy, or a similar environment, showcasing expertise in FP&A and project management.
- Bachelor's degree in finance, accounting, or a related business field. Master’s degree a plus.
- Robust experience in FP&A, preferably within a rapidly growing SaaS/FinTech or other startup organization. VC-backed company experience a plus.
- Comfortable handling multiple client deadlines & requests, and collaborating with internal Finvisor team members and client stakeholders.
- Demonstrated expertise in establishing and nurturing day-to-day interactions with Founders, showcasing the ability to build strong rapport and collaborate effectively with key stakeholders.
- Proficiency in drivers-based financial statement modeling for SaaS & Retail P&L, Balance Sheet, and Cash Flow.
- High emotional intelligence, demonstrating an ability to elevate team performance effectively.
- Expertise in spreadsheet manipulation and presentation development, comfortable with analyzing extensive datasets. Experience with systems like NetSuite, Salesforce, and Adaptive Planning is preferred.
- Strong business partnering skills, fostering senior-level relationships and cross-functional collaboration. Ability to act as a trusted liaison between product and finance leadership, both internally and externally.
- Proven financial modeling skills, adept at understanding trends, deriving insights, and translating them into impactful strategies.
- Excellent oral and written communication skills, with a track record of effective collaboration with technical, business, and operations teams.
- Advanced proficiency in Excel/Google Sheets; additional experience in FP&A software, database query skills, and handling large datasets would be advantageous.
We are looking for a visionary individual capable of steering financial strategies while fostering a collaborative and high-performing environment. If you’re a builder who’s excited about driving financial excellence for innovative startups, we encourage you to apply!
Why work at Finvisor?
We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.
- We love Startups. This isn't your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
- We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
- We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful -- every day.
- We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.
Finvisor provides equal employment opportunity without regard to an applicant’s race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.
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