Head of Finance

Copilot Money • New York City, NY

2d • $200,000 - $220,000 • Hybrid

About The Position

Copilot Money is on a mission to help people stress less about money. We’re building a new kind of financial platform that empowers people to take control of their finances, make informed decisions, and achieve their goals. We're a high-energy, fast-paced startup looking for determined, hands-on folks to join our team and make a real impact on people's financial lives. Our product is a personal finance tracker for iOS and Mac that people actually love using. Copilot takes advantage of machine learning to deliver powerful, hyper-personalized finance data insights to help users effortlessly understand and manage their spending, budgeting, and investing. The Role We're seeking a Head of Finance to join our growing team. In this role, you’ll own all financial responsibilities across the business, from day-to-day financial operations to strategic planning and long-term financial strategy, while building the foundation for a scalable finance function. You’ll report directly to our CEO and serve as a key thought partner to the leadership team. This is a hybrid position based in New York City; you’ll be required to come into our Brooklyn office at least 2 times a week along with the rest of the team. We work from home the rest of the week, but the office is always available in case you want to make use of it more often.

Requirements

• 8+ years of experience in finance, accounting, or strategic finance, with a minimum of 2 years in a startup / tech environment.
• Comfortable operating as a hands-on finance leader who can both set strategy and execute day-to-day work.
• Strong foundation in financial modeling, forecasting, and analysis, with a clear understanding of subscription-based businesses.
• Experience owning or partnering on accounting, audits, taxes, and financial compliance.
• A trusted, thoughtful partner to executives, with the ability to communicate financial insights clearly to non-finance stakeholders.
• Highly organized, detail-oriented, and proactive, with a strong ownership mentality.
• Excited about building systems and processes from the ground up.
• Passionate about Copilot Money’s mission and motivated by helping people feel more confident and in control of their finances.
• Based in NYC.

Nice To Haves

• Fundraising experience.
• Experience with partnership engagements and contract negotiations.
• Experience working on fintech or consumer finance products.

Responsibilities

• Own Copilot Money’s financial strategy, planning, and execution across budgeting, forecasting, and cash flow management.
• Lead monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting.
• Develop and maintain financial models to support strategic decision-making, product investments, and growth initiatives.
• Partner closely with the CEO and leadership team to provide insights on company performance, unit economics, and key metrics.
• Oversee accounting operations, including working with external accountants, payroll, taxes, and compliance.
• Prepare materials for the Board and investors, including financial reporting, runway analysis, and fundraising support.
• Establish and improve financial processes, controls, and systems as the company scales.
• Support pricing, monetization, and go-to-market decisions with data-driven financial analysis.
• Act as a cross-functional partner to Product, Engineering, and Operations teams to align financial strategy with company goals.

Benefits

• Equity in the company
• Health, Dental & Vision Insurance (company pays 100% premium for employee)
• 401k matching up to 4%
• Home Office Setup, and monthly Internet reimbursement (up to $80/month)
• Wellness Reimbursement ($100/month)
• 4 weeks of PTO. After 2 years in the company you get 5 extra vacation days, and 5 more after 4 years.
• Annual company retreats.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed