Head of Finance (Senior Director)

OnevestOnsite

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

The Senior Director of Finance will be responsible for overseeing and managing the financial health of the company and report to the Chief Operating Officer (COO). This role requires a strategic thinker with a hands-on approach to oversee all financial aspects, from daily operations to long-term planning. The ideal candidate will have a strong background in SaaS financial management, fundraising, and growth strategy, and will be instrumental in guiding our company through the next stages of growth.

What you’ll be doing:

General

Lead and manage the different finance department functions including accounting, AR/AP, reporting, taxes, FP&A, financial audit, and payroll
Develop and implement financial strategies to support the company’s growth objectives
Implement cost control measures and drive financial process improvements and implement best practices
Provide actionable insights to support decision-making and business growth
Help secure funding through venture capital, debt financing, or other means
Identify and implement process improvements to ensure efficient and scalable financial operations

Financial Strategy & Planning

Oversee quarterly and annual financial planning process including budgeting, forecasting, variance analysis, and long term planning
In collaboration with senior leadership establish ambitious financial and strategic goals for long and short term success
Develop and maintain robust financial forecasting models to accurately predict and assess performance

Cash Flow Management

Oversee cash flow and liquidity, ensuring adequate funds for operational needs and strategic investments
Develop and maintain cash flow forecasting models to anticipate future financial requirements
Oversee invoicing, payroll, AP and AR with the support of internal and external resources

Compliance & Risk Management

Ensure compliance with regulatory requirements and financial reporting standards
Prepare accurate and timely financial statements in accordance with US GAAP, ASPE, and IFRS
Develop and maintain internal controls to safeguard the company’s assets and manage financial risk

Reporting & Stakeholder Management

Prepare and present financial reports and strategies to various stakeholders including employees, board members, auditors, investors, bankers, and others
Collaborate with other departments to provide financial insights and support strategic decision-making
Develop and maintain relationships with external auditors and financial institutions
Support investor relations and prepare financial information for fundraising activities

Must Haves:

Experience

Proven track record in a senior financial role in a high-growth startup/scaleup or venture-backed company
10+ years at a SaaS company and at a top-tier accounting firm, most recently as a Director of Finance or higher
Broad experience with venture capital fundraising, M&A, and growing a company into different jurisdiction such as the US market
Undergraduate and/or Masters degree in Finance, Accounting or a related field
CPA designation

Expertise

Strong technical accounting skills; thorough knowledge of GAAP, ASPE and IFRS
Strong understanding of SaaS business models, metrics, and financial dynamics
Exemplary spreadsheet / financial modelling skills (Excel and Google Sheets)
Proficiency in financial software and systems (ideally Xero and Mosaic)
Strong analytical and problem-solving skills with the ability to translate financial data into actionable insights
In-depth knowledge of corporate finance, accounting principles, laws, and best practices.

Character

Ability to thrive in a fast-paced, entrepreneurial environment
Strong leadership and organizational abilities
Exceptional interpersonal and communication skills

What It’s Like To Work With Us:

Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
Flexibility: A flexible & hybrid working environment
Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
Equity: Employee Stock Option Purchase Plan

Sound like a good fit? Apply today!

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.

Life at Onevest

The Onevest ecosystem supports founders and investors in building successful ventures. Onevest provides technology products to connect founders, investors, advisors and influencers in the entrepreneurship community seamlessly and easily. Onevest is currently operating 1000 Angels which is the world's largest digital-first, invitation-only investor network that allows members to build a venture portfolio free of management fees, carried interest, or large capital commitments. 1000 Angels provides its members with the ability to create their own venture portfolios from a constantly updated selection of high quality, exclusive investment opportunities in some of the most exciting high-growth, early-stage companies in the world. Membership is open by invitation to accredited investors only. In addition, Onevest is operating CoFoundersLab which is the leading matchmaking service for founders connecting them with other cofounders, advisors, and interns. CoFoundersLab has also partnered with some of the major startup hubs, including universities and accelerator programs, to help them fostering innovation and building teams that would later launch startups.

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