About Titan
Titan is an award-winning, members-only wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City and backed by some leading Silicon Valley firms – including a16z and General Catalyst. We're building the Wall Street firm of the future.
Vision
At Titan, we understand that money isn't just currency; it's the lifeblood of ambition and the fuel of innovation. We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.The end goal? Exceptional Wealth ManagementWe've created a comprehensive wealth system that combines:
Highly Engineered Investment Products
Financial Expertise
Exclusive Member Access
By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.With a commitment to providing access to wealth management expertise and a lifestyle concierge service, our goal is to build the last wealth platform this generation will ever need.We're highly selective with who we choose to bring onto the team. If the above resonates with you, we'd love to meet.The information in this content is intended for recruitment purposes only and does not constitute investment advice or a recommendation of any investment products
Role Overview
We are looking for a Head of Finance. As the head of Titan’s Finance team, you will help build and manage disciplined and accurate FP&A processes - budgeting, forecasting, monthly reviews with leadership, and long-term planning. You will track, report, and communicate progress against budget/plan with business stakeholders and leadership team on a monthly basis. You will also manage both the Finance / Accounting and Business Operations teams to effectively scale the business from both an operational and strategy perspective.
What You'll Do
Build and manage disciplined and accurate financial planning & analysis (FP&A) processes - budgeting, forecasting, monthly reviews with senior leadership, board deck prep, and long-term planning
Own the day-to-day finance function (including bill pay, vendor management, expense management and allocation, payment initiation, payroll operations)
Project manage cross-functional financial improvement projects that will increase top-line revenue, reduce operating costs, and boost returns on invested capital
Collaborate with leaders across the company to identify and execute on financial opportunities, from Growth to Engineering to HR and beyond
Develop and implement enhanced accounts payable and expense reimbursement controls, policies, and procedures that will scale with growth
Qualifications
4+ years of relevant experience, preferably in investment banking or corporate finance, running forecasting, budget/expense management, and investment decisions, plus experience at a high-growth startup
Bachelor’s degree and a record of academic achievement
Exceptional interpersonal skills and ability to develop strong working relationships
Highly effective written and communication skills
Strong analytical abilities and proficiency with Excel, Powerpoint, and/or SQL
Knowledge of financial modeling and accounting principles
Resourcefulness, persistence, and ability to thrive in fast paced, entrepreneurial environment
Ability to work independently and a strong sense of ownership
Ability to navigate ambiguity, prioritize, and juggle multiple projects
CFP / CPA is a plus
Benefits/Perks
Work with a passionate, diverse, smart team on a product that helps tens of thousands of people
Backed by top-tier VCs (Andreessen Horowitz, General Catalyst, Sound Ventures, Scribble VC, Y Combinator, BoxGroup, and others)
Competitive compensation package (including equity component)
Medical and dental insurance
Unlimited PTO and Sick Days
401(k) plan with employer match
MacBook / PC laptop provided
Internet stipend
Health & Wellness stipend
Daily lunches @ our headquarters
Work-from-home stipend to optimize your set-up
Compensation:
Anticipated annual salary range: $200,000 - $250,000 plus company stock options + benefits (see above).At Titan, we are committed to offering competitive compensation package for our valued team members, as well as attract and retain a top talent pool that is aligned with our culture, mission, and values. This salary range represents Titan’s reasonable estimated possible compensation for this role at the time of this posting.The final salary for this position will be determined in sole discretion of Titan, depending on applicable laws, and based on a variety of factors, such as employee’s work experience, skills, qualifications for the role, and location, and may differ from the amounts listed above.
