Director of Finance

Phathom Tech•Halifax, NS

30d•Hybrid

About The Position

As our Director of Finance, you are the architect of the financial reporting, systems, and processes that will power our next phase of growth. You will be responsible for the "financial integrity" of our mission, ensuring that every dollar of investment and grant funding is deployed with precision. This is a high-impact, cross-border role. You will bridge the gap between two legal systems, managing intercompany transfers, foreign exchange (FX) risk, and consolidated reporting. Your work will also ensure our Company is audit-ready for a Series A raise.

Requirements

CPA designation
7+ year post-designation experience
Experience with debt, equity and non-dilutive financings
Demonstrated ability to interpret economic conditions and anticipate the impact on the organization.
Ability to work with and communicate effectively to all levels of the team
Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
Deep spreadsheet expertise (ex: Google sheets, MS excel)
Strong forecasting, financial modeling, and financial reporting expertise
Entrepreneurial thinking

Nice To Haves

Startup experience
Foreign exchange management
ADP payroll and Quickbooks familiarity

Responsibilities

Design and implement the Company’s financial policies and procedures.
Financial Planning & Analysis: Refining and formalizing budgets, forecasting future financial performance, and analyzing trends to guide business strategy.
Company-Level: Reporting and communicating this information to leadership on a monthly basis resulting in budget-informed decision-making by the team.
Project-Level: Developing project-budget reporting that account for different funding sources and strategies.
Accounting & Record-Keeping Management: Supporting and directing our bookkeeper, responsibility for all transactions, managing accounts payable/receivable, and ensuring accuracy.
Accounts Payable (AP): Responsible for enabling a cash-flow supportive process for paying our vendors (biomass suppliers, sensor manufacturers, etc.).
Accounts Receivable (AR): Invoicing customers, granting organizations, and ensuring the cash actually hits the bank.
Payroll: Ensuring our payroll system ADP supports the team across both countries in getting paid on time and taxes are withheld.
Tax Compliance: Managing local, state, provincial, and federal tax filings to avoid penalties across borders.
Financial Strategy: Design and implement optimal tax credit strategies at the project and company level ensuring we maximize fundraising dollars.
Work with the executive team to develop financial strategy to support growth, including supporting equity funding rounds, debt financings and non-dilutive opportunities. Manage foreign exchange risk.
Cash Flow Management: Monitoring incoming and outgoing funds to ensure sufficient liquidity for operations, wages, and investments. Develop and monitor cashflow forecasts and ensure adequate liquidity.
Financial Reporting: Preparing essential financial statements for management, investors, and stakeholders, including profit & loss, variance analysis, balance sheet and cashflow statement.
Compliance: Ensuring adherence to financial regulations, tax laws, and internal policies and coordinates all internal and external financial audits.
Misc: Assists with special projects as required and performs other related duties as necessary.