Head of Finance
About The Position
The Head of Finance is Fundwell’s senior-most finance leader and a strategic partner to the CEO and leadership team. This role leads financial planning and analysis, business performance, and decision support, providing leaders with the information and guidance needed to drive profitable growth. The Head of Finance oversees accounting through the Controller, who is responsible for day-to-day accounting operations, reporting, controls, audit readiness, and tax coordination. The position combines strategic advising, education, and hands-on operations to build a scalable finance function, with potential to grow into Fundwell’s future CFO as the company evolves. Fundwell is a financial technology company that helps small and medium-sized businesses access capital. Its platform brings financing options and experienced specialists together so business owners can compare offers, understand choices, and move from application to funding through a streamlined process. The company combines technology with personal guidance and emphasizes transparency and trust.
Requirements
- 10+ years of progressive finance experience, including senior leadership responsibility in a growing organization.
- Experience in fintech, payments, and/or lending is required.
- Deep expertise in financial planning and analysis, budgeting, forecasting, management reporting, cash-flow planning, and financial modeling.
- Experience leading a Controller or senior accounting leader, with a strong working knowledge of accounting, controls, audit, tax, and compliance.
- Experience preparing executive- or Board-level reporting and working with lenders, investors, or other financial stakeholders.
- Strong communication and teaching skills, including the ability to make complex financial concepts clear and useful to employees at every level.
- A hands-on, low-ego style with strong judgment, ownership, attention to detail, and the ability to move between strategy and execution.
Nice To Haves
- Experience improving finance systems, data, and automation, and in the responsible use of AI.
- A CPA, MBA, or other relevant advanced credential is preferred.
Responsibilities
- Lead annual budgeting, rolling forecasts, long-range planning, scenario modeling, and performance reporting.
- Create an operating cadence for financial and business performance, including reporting on revenue, profitability, cash flow, key drivers, and material variances.
- Partner with the CEO and functional leaders to evaluate priorities, allocate resources, identify risks and opportunities, and connect financial plans to company OKRs.
- Translate financial results and complex concepts into clear insights, practical recommendations, and useful guidance for leaders and teams.
- Provide financial analysis on pricing, product and portfolio performance, revenue quality, liquidity, and unit economics across Fundwell’s lending and payments businesses.
- Support capital planning and relationships with lenders, investors, and other financial partners as needed.
- Lead and develop the Controller, ensuring accurate reporting, sound controls, and audit-ready accounting processes.
- Build scalable models, dashboards, systems, and processes, using AI responsibly to strengthen analysis, automate appropriate work, and improve visibility.
- Partner with the CRO on compensation and incentive planning and with HR on the annual compensation cycle.
- Develop the Finance team and external partners while remaining hands-on, responsive, and accountable.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
