Managing Director overseeing operations of Alternatives recon function at State Street. Responsible for platform migrations and service delivery improvements across financial services operations.
About the role
- Head of Finance managing strategic operations at Vendelux, a Series A SaaS company. Directly overseeing a team of finance and operations professionals for growth and efficiency.
Responsibilities
- Directly manage and develop a team of six: Controller, FP&A Manager, Head of Talent (Recruiting), HR Generalist, Legal Associate, and Rev Ops Manager
- Set clear goals, KPIs, and professional development plans for each direct report; run regular 1:1s and team meetings to maintain alignment and accountability
- Foster a high-performance, collaborative team culture that balances operational rigor with the speed and adaptability required at a Series B startup
- Identify hiring needs as the company scales and build a roadmap for expanding the team across each function
- Serve as a mentor and career sponsor, creating growth opportunities and succession plans within the organization
- Partner with the FP&A Manager to own the annual budgeting process, quarterly forecasts, and rolling financial models that inform executive decision-making
- Build and maintain a robust three-statement financial model with scenario analysis to support fundraising, board reporting, and strategic planning
- Deliver monthly financial reporting packages to the CFO, CEO, and Board of Directors with variance analysis and actionable commentary
- Manage cash flow planning, runway analysis, and capital allocation to ensure the company operates with appropriate financial discipline
- Partner with department heads to build and track departmental budgets, headcount plans, and ROI frameworks
- Guide the Controller through month-end and year-end close processes, ensuring timely and accurate financial statements in accordance with GAAP
- Oversee accounts payable, accounts receivable, payroll, and general ledger functions managed by the Controller and accounting team
- Own the relationship with external auditors and tax advisors; lead preparation for the company’s first independent audit
- Implement and refine internal controls, policies, and procedures to ensure SOX-readiness as the company scales
- Oversee revenue recognition policies in compliance with ASC 606 for SaaS subscription and usage-based revenue
- Lead the Head of Talent and HR Generalist to deliver on core HR functions including recruiting, benefits administration, compensation benchmarking, and compliance with federal and state employment regulations
- Partner with leadership to design and implement scalable people processes: onboarding, performance management, and employee engagement
- Oversee relationships with PEO/payroll providers and benefits brokers; evaluate when to bring capabilities in-house
- Ensure compliance with multi-state employment laws and support international hiring where applicable
- Manage outside counsel relationships and direct the Legal Associate on day-to-day legal matters including contracts, IP, employment, and corporate governance
- Own and streamline the contract review and approval process for vendor agreements, customer MSAs, NDAs, and partnership deals
- Support equity administration including cap table management, stock option grants, and 409A valuations
- Ensure corporate compliance with board governance requirements, annual filings, and regulatory obligations
- Partner with the Rev Ops Manager, Sales, and Customer Success leadership to define, track, and report on key revenue metrics (ARR, NDR, CAC, LTV, pipeline velocity)
- Oversee CRM data integrity strategy and ensure accurate pipeline and bookings reporting through the Rev Ops Manager
- Design and implement sales compensation plans, commission structures, and quota-setting frameworks
- Build dashboards and reporting infrastructure to give leadership real-time visibility into revenue performance and forecasting accuracy
- Drive alignment between Finance and GTM teams on billing, collections, and revenue recognition processes.
Requirements
- 8–12+ years of progressive experience in finance, accounting, or operations roles, with at least 4 years directly managing teams of 3 or more
- Proven track record of hiring, developing, and retaining high-performing teams across multiple functions
- Prior experience at a high-growth, venture-backed SaaS company (Series A through C); startup experience is required
- Deep knowledge of GAAP, financial modeling, and SaaS metrics
- Demonstrated ability to lead across multiple functions (Finance, HR, Legal, Rev Ops) simultaneously without sacrificing quality or team morale
- Experience managing external relationships with auditors, tax advisors, outside counsel, and benefits providers
- CPA, CFA, or MBA preferred but not required
- Proficiency with modern finance and operations tools (e.g., QuickBooks/NetSuite, Carta, Salesforce, Rippling, or similar)
- Excellent communication skills with the ability to translate complex financial data into clear, actionable insights for non-financial stakeholders.
Benefits
- Competitive base salary and bonus
- Healthcare covering medical, dental and vision
- Work from our NYC HQ
- Unlimited PTO plus two company-wide shutdowns during the July 4th week and the Christmas – New Years week
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Head of Financial Reporting managing group and local statutory accounts for global agency TEAM LEWIS. Acting as a lead on corporate compliance, managing audits, and consolidations across regions.
Finance Operations Executive managing reconciliation operations across six offices in APAC for a global digital media agency. Ensuring billing accuracy and resolving discrepancies with internal and external stakeholders.
Finance Manager focusing on global sales analytics and reporting for Broadridge. Collaborating with Sales leadership to drive performance management and financial strategy.
Alternant(e) en Audit Financier avec Exco, découvertes et responsabilités variées dans un cabinet d’audit engagé. Développement des compétences en relations clients et procédures d'audit au sein d'une équipe passionnée.
Auditeur(rice) alternant(e) chez Exco, impliqué(e) dans des missions de contrôle et d'analyse pour divers clients. Travailler au sein d'une équipe dynamique et apprendre sur le terrain.
CAPEX Finance Analyst managing and controlling the NAM capital budget at Aggreko. Responsibilities include forecasting, tracking actual spend, and ensuring compliance with global capital processes.
Auditor intern joining Exco in 2026 to develop auditing skills with a supportive team. Engaging in challenges reflecting real business scenarios across diverse sectors in Occitanie.
Alternant(e) Auditeur en cabinet d'audit et de conseil chez Exco, développant des compétences en audit et comptabilité avec une approche humaine en milieu de travail.
Auditor intern at Exco FSO responsible for various auditing tasks and client interactions. Engage in a variety of missions to develop skills in a dynamic environment.