VP of Finance

InvestNext•Atlanta, GA

13d•$220,000 - $250,000•Remote

About The Position

InvestNext — Simplifying real estate investment, amplifying opportunity, built to scale. At InvestNext , we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios. Inspired by our Detroit roots, we’re democratizing real estate investing for all , and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures. A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing. VP of Finance As an outcomes-focused company, excellent Finance leadership is critical to our business and culture, leading the charge on financial strategy and performance. Our VP of Finance will not only make sure we keep the lights on, they’ll contribute significantly to the operations that ensure our overarching business strategy leads to substantial results for our company and customers. They’ll work closely with every member of senior leadership to ensure our financial backbone supports all functions, while most regularly collaborating with the Executive Leadership Team (ELT) to drive the business forward. We’re a team of 60 folks working remotely across the US and Canada, prioritizing access to talent and diversity over location. This person will be our top-level Finance leader, with the autonomy and empowerment to continue to develop a well-operating function under their vision. The team currently consists of an Accounting Manager that will be under their management, and this role succeeds an exiting Finance executive.

Requirements

You’re the kind of Finance leader who balances precision with perspective.
You’ve built deep expertise across SaaS and professional services models, and you know how to translate complexity into clarity — whether you’re engaging the Board, coaching a teammate, or presenting a strategic plan that turns heads.
You see collaboration as a strength, not a checkbox.
You lead with empathy and transparency, building trust across teams and approaching Finance as a service function that empowers the rest of the organization to thrive.
You’re analytical and entrepreneurial.
You notice opportunities others might miss, and you’re not afraid to take ownership and act on them.
You’ve led teams and strategy through change — navigating volatile markets, balancing risk with reward, and knowing when to move fast and when to slow down for precision.
And yes — your spreadsheets probably do run circles around everyone else’s.
You think like an owner — curious, creative, and unafraid to challenge the status quo.
You don’t just crunch numbers; you tell the story behind them.
You can make CAC and retention rates feel exciting because you know how to connect the dots between financial levers and business outcomes.
You champion transparency and use it to motivate others.
You bring people along by making the financial picture accessible — the “why” behind the numbers, the trends that matter, and the opportunities ahead.
You ask bold questions. Are we giving away too much? Should we renegotiate that contract? How do we get to default alive?
You look for ways to make the business smarter, stronger, and more sustainable.
Above all, you bring an entrepreneurial spirit to everything you do — spotting patterns, challenging assumptions, and helping the company make confident, well-informed bets on what’s next.

Responsibilities

Budget Management
Own the company’s detailed spending plan
Develop guidelines for spend management
Design and run the annual planning process, including department level budgets, headcount and hiring plans, and investment cases
Align the budget with company financial goals, taking into consideration historical spend, revenue, and department requirements
Collaborate to develop department budgets, ensuring goals are supported; review regularly, and empower leaders to make informed decisions in budget management
Financial Forecast
Lead the strategy for the company’s long-term financial performance
Own the design and development of the company financial forecast; run quarterly and monthly re-forecasts, so leadership always has an up to date view, and show variances with corrective actions.
Anticipate and adjust forecasts based on factors such as industry and market conditions, business outcomes, planned product evolution, etc.; as the financial expert, consult the ELT to inform business decisions
Participate as a consulted party in all initiatives that may impact company financials, providing expert guidance on implications and opportunities
Consider alternative financial scenarios when developing the ongoing company forecast to ensure the company is well positioned to adapt if expectations change, or to take advantage of new revenue opportunities
Keep executives informed and aligned on the financial strategy
Reporting and Board Readiness
Create and own the source of truth for company revenue and financial performance, including cash, operating expenses and SaaS metrics
Develop a centralized view of revenue and financial activity, standardizing data sources for transparency and precision, delivering monthly reporting packages to the CEO and ELT
Ensure timely delivery of data that departments need, such as collections updates
Provide the Board with required financial information and insights, assuring trust in our strategy and position through your presentation of data and dialogue
Accounting
Own the company’s accounting practices
Develop and maintain excellent, precise accounting processes and practices
Oversee company payroll
Manage business insurance coverage, corporate taxes, and compliance
Own all billing and tax reporting processes
Manage the audit process, and ensure company financials are compliant
Establish standards for revenue recognition and consult with executives to ensure practices align, such as sales contract design
Strategic Finance Leadership and Business Partnership
Serve as financial expert and strategist
Represent the company in finance-related discussions or negotiations, such as partner contracts for new lines of business
Maintain knowledge of industry and financial market trends to ensure the company forecast evolves realistically and responsibly
Ensure the ELT is aware of ongoing financial risks and opportunities, sharing strategic guidance for large company initiatives and direction, model alternative scenarios and advise ELT on tradeoffs
Consult as the financial expert when product features or services are being developed, such as new packaging strategies
Manage the company cap table and equity practices
Financial Growth Partner in growth and investment activities
Consult with the ELT to develop capital structure and fundraising strategies
Support investor and Board relations, building trust in our strategy and metrics
Play a key role in fundraising activity, from advisor to financial collateral manager
Cap table and asset management
Executive Partnership
Position Finance to support for all functions
Represent company financials as a collective responsibility, ensuring executives understand fiscal responsibility to the company above department
Work with department leaders to align their goals with our financial strategy, serving as a finance business partner cross-functionally
Ensure departments are following financial processes and structures, such as adherence to budgets and accounting practices
Empower executives to make smart budgeting decisions, such as reallocating if priorities change, while sharing your strategic insight to guide informed decisions
Consult with leaders where there are financial knowledge gaps to elevate collaboration and decision-making
Team Leadership
Represent our leadership philosophy
Manage members of the Finance org with empathy and empowerment, serving as their mentor and growth partner
Exemplify, reinforce, and hold others accountable to our core principles
Listen and seek to understand, creating space for others to be curious and candid
Set a high behavioral standard in how you engage with others across the org, knowing you are a leader with explicit and implicit influence

Benefits

Robust 99% employer-paid medical, dental, and vision coverage
Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success
11 company-wide holidays per year
Uncapped paid time off, with minimums required to support our team’s work-life balance and help avoid burnout
401k with 100% employer match, up to 4% annual salary
100% WFH
Travel to spend time with the team, including company-wide and department offsites
Generous monthly budget to support your wellness and workspace
16 weeks of paid parental leave
Laptop of choice