Director of Finance
About The Position
UnitX is seeking a hands-on Head of Finance / Director of Finance, depending on experience, to own the finance function end to end. Based in Milpitas, California, the role reports directly to the CEO and leads accounting and consolidated financial reporting, FP&A, treasury, controls, tax and compliance coordination, and strategic finance. The Director will work with sales, operations, supply chain, and international teams to turn financial data into decisions and build scalable processes for a rapidly growing global company. The role leads financial close and reporting across global legal entities, develops budgets and forecasts, manages cash and working capital, and supports strategic decisions through financial models and KPIs. It also represents finance to the Board, investors, banks, auditors, vendors, and other external stakeholders; coordinates global tax, audit, statutory reporting, insurance, and compliance requirements; and builds a high-performing North America finance organization in close coordination with global finance teams. The position combines strategic leadership with hands-on involvement in accounting, reconciliations, models, systems, and process improvement.
Requirements
- 10+ years of progressive finance and accounting experience, including meaningful operating experience in a high-growth, multi-entity business.
- Ability to communicate effectively in Chinese Mandarin, verbally and in writing.
- Demonstrated experience consolidating financial statements across multiple global legal entities, including intercompany eliminations, foreign-currency translation, and coordination of local statutory accounting.
- Demonstrated experience with global transfer pricing and multi-entity tax planning and compliance.
- Strong accounting fundamentals and working knowledge of U.S. GAAP; ability to review financial statements in detail and identify issues at the source.
- Experience owning or materially leading monthly close, financial reporting, budgeting, forecasting, long-range planning, and management reporting.
- Experience building financial models and KPI frameworks and using them to influence operating decisions across functions.
- Strong understanding of cash management, working capital, internal controls, and finance systems and processes.
- Ability to operate at strategic and detailed levels, advising the CEO and Board while also working on reconciliations, models, systems, and process gaps.
- Strong cross-functional leadership and stakeholder management skills, with a track record of driving complex projects to completion.
- High sense of ownership, urgency, accuracy, and judgment in a fast-moving environment.
- Excellent written and verbal communication skills, including the ability to communicate financial performance clearly to non-finance leaders.
Nice To Haves
- Experience in a successful venture-backed technology, hardware, manufacturing, robotics, or industrial company.
- Experience supporting finance operations across the U.S. and other international markets.
- CPA, Big Four/public accounting experience, or equivalent controllership experience.
Responsibilities
- Own the monthly, quarterly, and annual close process and deliver accurate, timely consolidated financial statements across global legal entities.
- Lead multi-entity consolidation, including intercompany accounting and eliminations, foreign-currency translation, and coordination with local accounting teams and external providers.
- Maintain the integrity of the P&L, balance sheet, and cash flow statement, including reconciliations, controls, and management reporting.
- Prepare Board and investor reporting, support financing and diligence processes, and represent finance to investors, banks, auditors, vendors, and other external stakeholders.
- Lead the accounting function and improve the processes, team, and systems needed to support growth, audit readiness, and increasing organizational complexity.
- Develop and maintain the operating model, annual budget, rolling forecast, long-range plan, and scenario analyses.
- Define and manage company-level financial KPIs and unit economics across departments, geographies, customers, and products, and build reporting packages that drive accountability and performance.
- Partner with sales leaders on go-to-market planning, bookings and revenue forecasting, pricing, sales compensation, and customer economics.
- Partner with supply chain and operations to manage COGS, inventory, working capital, and gross margin, and understand product and deployment margin drivers.
- Own treasury and cash management, including banking relationships, liquidity planning, cross-border fund flows, and working-capital discipline.
- Coordinate tax, statutory reporting, audit, insurance, and financial compliance across global entities with internal and external partners.
- Build and streamline business processes and systems, including reimbursement, commissions, quote-to-cash, invoicing, contracting workflows, and financial systems.
- Build and lead a high-performing North America finance organization coordinated with global financial teams, while remaining hands-on where needed.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
