Director, Finance & Operations

LevNew York, NY
35dOnsite

About The Position

We are seeking a hands-on, AI-fluent Finance & Operations Manager who will report directly to the CEO and own a broad remit including budgeting, financial modeling, performance tracking, vendor management, and oversight of external bookkeepers. The right candidate will be extremely AI-forward and will use tools like Runway to automate and enhance workflows and drive operational efficiency.

Requirements

  • 5+ years of experience in finance, operations or FP&A roles in high-growth SaaS, technology or startup environments.
  • Strong hands-on experience with budgeting, forecasting, modeling, and variance analysis.
  • Experience managing or coordinating bookkeeping functions, month-end close, AP/AR, software/vendor contract management.
  • Deep comfort with spreadsheets and financial modeling.
  • Proven track record using AI to drive operational efficiency.
  • Strong analytical mindset, data-orientation and ability to translate numbers into insights.
  • Excellent communication, stakeholder management and cross-functional collaboration skills.
  • High level of organization, ability to manage multiple priorities and drive initiatives end-to-end.
  • Bachelor’s degree in Finance, Accounting, Economics or related field (MBA or CPA a plus).

Nice To Haves

  • MBA or CPA a plus

Responsibilities

  • Partner with the CEO and leadership team to develop, maintain, and refine annual and quarterly budgets, financial forecasts and rolling models to support strategic decision-making.
  • Monitor ongoing performance against those models: key drivers, variances, root-cause analysis, and proactive recommendations for course-correction.
  • Prepare and present regular financial dashboards, KPIs and management reports in an understandable, actionable way.
  • Oversee our external bookkeepers: ensure timely and accurate transaction capture, reconciliations, general ledger integrity, accounts payable/receivable oversight, and month-end close routines.
  • Manage software/SaaS/vendor contracts: maintain the inventory of software tools, negotiate and manage renewals, optimize vendor spend, ensure contract compliance, and work to reduce redundancy and cost leakage.
  • Lead process design and automation in finance & operations: identify opportunities for AI or workflow automation to streamline budgeting, forecasting, vendor management, contract approvals, and operational workflows.
  • Act as a bridge between finance/ops and other teams to ensure alignment of financial and operational processes, drive cost-effectiveness, and embed operational discipline.
  • Maintain strong internal controls, risk management, compliance frameworks and ensure data integrity across financial systems.
  • Manage ad-hoc strategic projects (e.g., system upgrades, tool implementations, scaling operations, potential M&A or funding support) as assigned by the CEO.

Benefits

  • Unlimited PTO
  • Excellent health insurance for you and your dependents
  • Generous stock incentive plan
  • Daily DoorDash credit for lunch and plenty of in-office snacks
  • Subsidized access to Gympass for health and wellness
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