Director of Finance
Playbook · Remote
Responsibilities:
- Strategic Financial Planning & Analysis (FP&A): Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
- Automation & System Integration: Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS.
- Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
- Data Analysis & Insight Generation: Build advanced data capabilities to deliver actionable financial insights that empower department heads.
- Team Leadership & Organizational Scaling: Build, mentor, and scale a high-performing finance team capable of supporting rapid company growth.
- Accounting & Compliance: GAAP compliance, external audit management, tax strategy, and multi-entity/subsidiary consolidation.
- Treasury & Cash Management: Working capital optimization, free cash flow (FCF) forecasting, and cash buffer governance.
- Exit / M&A Readiness: Data room preparation, quality of earnings (QoE) readiness, and board/investor reporting.
Core Competencies and Qualifications:
- 8–12+ years of progressive finance experience, blending foundational accounting/controllership rigor with high-growth strategic FP&A.
- Credentials: Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred.
- Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus.
- Strategic & Operational Range: Ability to zoom out for board-level scenario modeling and zoom in to troubleshoot complex multi-entity reconciliations or ERP data flows.
- Executive Presence & Influence: A collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders