Job Description
The VP of Finance is a strategic finance leader responsible for financial operations, forecasting, unit economics, capital planning, and ensuring the company’s financial systems and controls scale with the business. This role partners closely with the CEO, COO, CRO, and VP of Product to drive data-informed decisions, support fundraising, and strengthen client’s long-term financial trajectory.
This is a hands-on, high-ownership role suitable for someone who thrives in fast-growing fintech/SaaS environments and can both architect financial strategy and roll up their sleeves to execute.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
● 8–15+ years in finance roles across:
o SaaS, fintech, payments, or card programs
o FP&A leadership
o Accounting/controllership in a growth environment
● Strong exposure to venture-backed companies from Series A → C.
● Experience owning a P&L and building full-stack finance operations from scratch.
● Bonus: Experience with credit card programs, underwriting, collections, bank partnerships, or ERP-integrated fintech.
Technical Skills
● Deep fluency in SaaS metrics, cohort analysis, unit economics, margin structure.
● Strong modeling capability — can build and operate dynamic multi-scenario models.
● Familiarity with ASC 606, GAAP, and fintech-specific accounting topics (revenue, interchange, funding costs).
● Ability to implement or scale finance systems (NetSuite, QuickBooks, Ramp/Expensify, FP&A tools, etc.).
Leadership Competencies
● Highly structured thinker; can distill complexity into clarity.
● Bias for action and ownership — can execute as both strategist and operator.
● Exceptional communication with board, investors, and cross-functional leaders.
● Comfortable in fast-moving, high-accountability environments.
1. Strategic Financial Leadership
● Own client’s financial model (ARR, revenue mix, margins, cash runway, burn, CAC/LTV, credit portfolio performance).
● Build and manage short-, medium-, and long-term forecasting aligned with GTM, product, and card program strategy.
● Partner with CEO on budget planning, quarterly business reviews, and board materials.
● Serve as a strategic advisor on pricing, growth investments, and capital allocation.
2. Financial Operations & Controls
● Build and oversee accounting operations (GL, month-end close, AR/AP, revenue recognition, card program accounting).
● Implement scalable financial systems, processes, and internal controls.
● Own compliance across financial, regulatory, and card program requirements (treasury, payments, reconciliations).
● Ensure timely, accurate financial reporting for leadership and the board.
3. SaaS Metrics & Revenue Analytics
● Drive analysis of KPIs including ARR, NRR/GRR, CAC payback, margins, activation, and account-level profitability.
● Deeply understand customer economics within construction workflows.
● Support the Head of GTM with pipeline modeling, sales capacity planning, and quota/compensation design.
● Analyze churn, expansion, and unit-level cohort trends.
4. Credit & Risk Portfolio Oversight (Fintech-Specific)
Since client operates a credit card program, the VP of Finance will also:
● Monitor credit portfolio health, receivables aging, exposure, and collections trends.
● Work with lenders, bank partners, or card issuers on data reporting, covenant compliance, and portfolio performance.
5. Fundraising & Investor Relations
● Prepare materials for Series B and beyond: model, unit economics, story, benchmarks, diligence support.
● Manage investor reporting, monthly/quarterly updates, and covenant or lender reporting.
● Support negotiations for credit facilities, warehouse lines, or treasury arrangements as needed.
6. Cross-Functional Partnership
● Work closely with Product on spend controls, card mechanics, reconciliation workflows, and ERP mapping implications.
● Partner with Operations on onboarding cost, data flow reliability, and scaling billings/collections.
● Support HR/People operations with comp plans, hiring models, and equity program administration.
7. Leadership & Team Building
● Build and lead a small but high-performing finance org (accounting, FP&A, credit/risk, payroll).
● Manage outsourced accounting or fractional support initially, then grow internal capabilities.
● Instill financial discipline and transparency across the organization.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.