Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, rebalance, and report on 401(k) and other retirement plan
accounts. Pontera customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms. At Pontera, we are proud of our people-first mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world. We have significant funding from some of the most notable venture capital investors, led by Lightspeed Venture Partners, and are in a period of hyper-growth.
The next critical step in our trajectory is adding to our world-class team, and that’s where you come in.
DESCRIPTION
Reporting into the Chief Financial Officer, the Senior Director of Strategic Finance & FP&A will play a key role in steering Pontera’s strategic direction and continued growth. The role be responsible for overseeing strategic finance initiatives and leading Financial Planning & Analysis (FP&A) efforts to drive informed decision-making and support sustainable growth. The ideal candidate will possess exceptional financial acumen, strategic thinking, and strong leadership skills to navigate the dynamic landscape of our organization.
RESPONSIBILITIES
- Forecasting: Evolve all aspects of strategic planning and forecasting to support operational efficiency and resource allocation in line with the Company’s long term strategic goals, including annual budgeting, rolling reforecasting, and long-range planning
- Performance Metrics: Drive continued enhancement of all analytical processes, measurements, and models required to support deep ongoing tracking of KPIs across key facets of the business, and support ROI-based decision-making across the organization. Partner with the Business Intelligence team to provide key insights into performance and financial trends, linking leading indicators in current business drivers to future strategy
- ROI-Driven Decision Making: Work cross-functionally with leaders across the organization to provide analytical support and financial rigor around key business decisions. This includes working closely with the GTM leadership on measuring and analyzing key funnel & performance metrics to improve visibility and forecasting
- Efficiency: Drive continued improvement in margins and profitability by working across the organization to understand, quantify, and execute on initiatives to improve operating leverage & efficiency
- Reporting & Presentations: Assist in the preparation of key internal and external stakeholder financial communication, including preparation of Board of Directors and investor presentations
REQUIREMENTS
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
- Proven experience (8+ years) in strategic finance, FP&A, investment banking, or management consulting, with at least 3 years in a leadership role; prior startup experience strongly preferred
- Strong proficiency in financial modeling, forecasting techniques, and quantitative analysis.
- Demonstrated ability to translate complex financial concepts into actionable insights and strategic recommendations.
- Experience in fast-paced, high-growth environments, preferably within the technology or startup sector.
- Exceptional analytical skills, attention to detail, and problem-solving abilities.
- Excellent communication and presentation skills, with the ability to articulate financial information to diverse audiences.
- Strategic mindset with the ability to think creatively, anticipate future challenges, and drive innovative solutions.
- Proficiency in financial systems and tools (e.g., ERP systems, Excel, BI platforms).
- Leadership qualities including integrity, resilience, adaptability, and a collaborative approach to decision-making.
WHAT WE OFFER
- Compensation: $225,000 to $250,000 annually
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
