VP, Enterprise Operations & Strategic Finance

Level Up On Finance•Austin, TX

8d•Onsite

About The Position

LevelUp is the enterprise operating platform supporting a group of founder-led financial-services businesses. We connect shared capabilities across finance, business intelligence, technology, systems, people, operations and growth to help each business operate with greater visibility, discipline and scalability. This role joins the organization at an important stage of enterprise development, with the opportunity to strengthen the operating platform supporting continued growth. LevelUp is seeking an experienced finance and operations executive to work directly with the Founder/CEO and established functional leaders. This is an enterprise-building role for a leader who combines CFO-caliber financial capability, operating experience, people leadership, systems fluency and measurable transformation experience. The VP will not replace established functional leaders. The role will connect enterprise priorities, economics, accountability, operating rhythm and execution across the leadership platform.

Requirements

10+ years of progressive experience across finance, operations, strategy or enterprise leadership
Significant people-management and cross-functional leadership experience with responsibility for business outcomes
Strong FP&A, budgeting, forecasting, cash flow, liquidity, management reporting and financial-control capability
Experience working directly with a Founder, CEO, Board or ownership group, or comparable executive exposure
Demonstrated success improving operating systems, management processes, accountability and organizational execution
Experience implementing, improving or governing ERP, accounting, CRM, BI, workflow, automation or AI-enabled processes
Strong executive communication, sound judgment, high emotional intelligence and the ability to challenge constructively
Ability to operate effectively in an entrepreneurial, multi-entity environment with incomplete infrastructure
Ability to work in person in Austin, Texas. This position does not offer a remote-work option.

Nice To Haves

Experience in financial services, wealth management, investment management, private equity, alternative investments, real estate, fintech, family office or another complex multi-entity environment is preferred.
A CPA, MBA or comparable advanced financial background is valued, but demonstrated capability and results are more important than credentials alone.

Responsibilities

Lead Strategic Finance: FP&A, budgeting, forecasting, cash flow and liquidity management, Treasury, management reporting and financial controls, Multi-entity financial analysis, capital allocation and strategic decision support.
Lead Enterprise Operations: Enterprise priorities, operating cadence and cross-functional execution, Role clarity, decision rights, process ownership and resource allocation, Project governance, escalation, accountability and execution against commitments.
Lead Business Intelligence, Technology and Systems: Executive scorecards, dashboards, budget-to-actual reporting and forward-looking metrics, CRM, BI, financial systems, data integration and workflow automation, Practical AI initiatives tied to measurable business outcomes.
Lead People and Organizational Effectiveness: Organizational design, role clarity and leadership alignment, Talent assessment, performance management and leadership development, Succession planning, conflict resolution and accountability.
Lead Transformation and Commercial Performance: Modernize processes and platform operations, Connect efficiency and capacity improvements to customer experience, revenue, margin and enterprise value.