Head of Finance
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Job Description
Fundwell is a financial technology platform revolutionizing the way businesses access capital. Traditional business financing often involves complex processes, hidden fees, and lengthy approval times. We're changing that and fast. Leveraging our proprietary technology, deep industry expertise, and ethical-first approach, we deliver quick, transparent, and tailored funding solutions to small and medium-sized businesses nationwide. Today, our platform is expanding beyond financing into receivables, payables, and embedded payments, giving businesses greater control over their cash flow.
We are seeking an experienced Head of Finance to join our leadership team and drive financial strategy as we scale our platform and expand our market presence. This is a critical role that will partner closely with our executive team to ensure robust financial planning, accurate forecasting, and strategic decision-making that supports our mission of democratizing access to business capital.
How You’ll Make An Impact
Develop and maintain sophisticated financial forecasting models that accurately predict business performance, capital requirements, and growth trajectories
Lead annual budgeting process and quarterly forecasting cycles with detailed variance analysis
Provide actionable financial insights to executive leadership and department heads to drive data-driven decision making
Prepare comprehensive financial reports and presentations for board meetings, investor updates, and funding rounds
Ensure compliance with investor reporting requirements and covenant management
Support fundraising activities including financial modeling for growth capital and debt facilities
Develop and maintain robust risk management frameworks
Ensure compliance with financial regulations, audit requirements, and industry standards
Manage relationships with debt capital providers, warehouse lenders, and institutional funding partners
What Sets You Apart
Bachelor's degree in Finance, Accounting, Economics, or related quantitative field required
MBA, CPA, or CFA designation strongly preferred
7+ years of FP&A and strategic finance experience, ideally at a startup or within the finance industry
Advanced proficiency in financial modeling, forecasting, and business analytics
Understanding of SaaS metrics, lending economics, and fintech business models
Background supporting high-growth companies through scaling phases and/or M&A transactions
Why Fundwell?
Generous paid time off
401(k) retirement plan
Opportunities for professional growth and advancement within a rapidly growing fintech leader.
Collaborative, supportive team culture with a focus on training and development.
Prime office location in New York, NY.
Our Commitment to You
Fundwell is an equal employment opportunity employer. We adhere to a policy of making
employment decisions without regard to age, race, color, creed, religion, political affiliation,
gender, sexual orientation, sexual identification, ancestry, national origin, citizenship, marital
status, domestic or civil union partnership status, disability or handicap, veteran or military
status (e.g. National Guard or Reserves).
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.