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Job: Finance Director – SaaS Technology (Capital Markets)

Title Finance Director – SaaS Technology (Capital Markets)
Categories Accounting, Finance, Fintech
Location New York, NY
Job Information

Our late-stage venture funded SaaS Financial Technology client is seeking to recruit a Finance Director Finance to lead and execute financial planning and analysis, budgeting and revenue forecasting and serve as a key adviser to senior management and the board of directors on long-term financial and business strategy initiatives.

Responsibilities:

  • Advise executive leadership and the board of directors on long-term financial and business strategy initiatives, financial risk management and the feasibility of achieving business objectives
  • Lead target market analysis, perform revenue forecasting and assist with developing and executing commercial strategy
  • Serve as a key relationship liaison with company investors, bankers and external accounting partners globally
  •  Develop and manage internal financial models and assist with enhancing sales, revenue, cash and expense forecasting
  • Lead and manage the month-end and quarter-end close process, budget vs. actual analysis and ad-hoc reporting
  • Collaborate with business heads to analyze budget vs. actual results and reporting
  • Oversee long-term financial planning, including the annual budget process, monthly financial forecasting, and investor/board reporting
  • Provide executive leadership with investment strategy and due diligence advice

Requirements:

  • Bachelor’s Degree
  • Must be highly motivated and detail oriented with an entrepreneurial spirit and proven critical thinking ability and the ability to lead with little supervision
  • Fundamental knowledge of corporate finance and accounting standards is mandatory
  • 5+ years of corporate finance or FP&A experience in the financial industry
  • Big 4, investment banking, private equity or venture backed late-stage startup experience required
  • Prior SaaS based Technology of Fintech experience preferred
  • Demonstrated ability to lead and collaborate with cross-functional teams
  • Demonstrated ability to build relationships with key internal and external stakeholders
  • CPA is a plus
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