Head of Finance

Role Description

The Head of Finance will undertake the duties and responsibilities inherent to such a position, which may encompass different or additional duties as may, from time to time, be assigned by the Company. This role will oversee financial strategy, planning, forecasting, and operations to ensure the Company’s growth, profitability, and compliance. This is a full-time, remote position that will play a critical role in supporting the Company’s growth, profitability, and compliance initiatives.

What You'll Do

• Financial Strategy & Planning – Develop and oversee financial strategies to support growth, including budgeting, forecasting, and financial modelling.
• Financial Reporting & Compliance – Ensure accurate financial reporting, tax compliance, and adherence to accounting standards.
• Cash Flow & Expense Management – Monitor cash flow, optimize working capital, and manage operational expenses effectively.
• Pricing & Revenue Optimization – Develop pricing strategies for software and wellness products to maximize profitability.
• Risk Management – Identify financial risks and implement controls to safeguard the company’s financial health.
• Financial Systems & Process Improvement – Implement and improve accounting systems and internal financial controls.
• Collaboration with Leadership – Work closely with the CEO, COO, and other executives to align financial goals with business objectives.
• The Employee will perform all other reasonable duties required and comply with reasonable instructions issued by the Employer.

Qualifications

• Bachelor’s degree in economics, finance or a related field.
• MBA or Master’s degree in a relevant field preferred.

Requirements

• 10+ years of experience in Financial Planning & Analysis (FP&A), corporate finance, and strategic business operations.
• Proven track record of leading FP&A teams and driving financial planning, forecasting, and business performance analysis.
• Experience managing IPO processes and fundraising efforts, including investor relations, financial modeling, and scenario planning.
• Strong background in budgeting, expense management, and financial reporting, overseeing multi-million-dollar operating budgets.
• Expertise in developing financial models, contribution margin analysis, and scenario planning to support strategic initiatives.
• Hands-on experience with financial systems implementation (e.g., Adaptive Planning, Oracle Cloud) to streamline reporting and forecasting processes.

Skills

• Financial planning, budgeting, and forecasting.
• Cash flow management and financial risk assessment.
• Financial modeling and data analysis.
• Strong knowledge of GAAP, IFRS, and other relevant accounting standards.
• Tax strategy and compliance management.
• Audit preparation and financial reporting.
• Ability to translate complex financial data into actionable business insights.
• Strong stakeholder management (executive team, investors, board members).
• Leadership and team management skills.
• Proficiency in financial software (e.g., NetSuite, QuickBooks, SAP, or similar).
• Familiarity with data analytics tools and automation.
• Advanced proficiency in Microsoft Excel required, including expertise in financial modeling, forecasting, pivot tables, and data analysis.

Benefits

• Salary range: $130,000 – $150,000, commensurate with experience.

Performance Goals

• Optimize Financial Reporting – Establish clear, timely, and accurate financial reports for leadership and investors.
• Support Series B Fundraising – Refine financial models and projections to support investor discussions.
• Assess Cash Flow & Budgeting – Ensure financial planning aligns with business goals and growth strategies.
• Strengthen Compliance & Controls – Review and enhance internal financial controls, tax compliance, and risk management processes.
• Drive Financial Efficiency – Identify cost-saving opportunities and improve operational financial efficiency.
• Enhance Revenue Forecasting – Implement robust forecasting models to support strategic decision-making.
• Improve Investor & Board Reporting – Establish a streamlined process for financial updates to investors and stakeholders.
• Ensure Sustainable Growth – Align financial strategy with long-term company growth objectives.
• Expand Financial Infrastructure – Implement systems and automation to scale financial operations efficiently.
• Optimize Capital Structure – Evaluate funding options, debt vs. equity strategy, and long-term financial sustainability.