Head of Finance (Senior Director)

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.