Director of Finance & Operations

View full description

Requirements:

• 7+ years of financial management experience, with 3+ years in a leadership role.
• Leading finance operations, including fraud prevention and customer service teams and initiatives. Motivating teams to achieve key and impactful metrics in a fast-paced environment.
• Strong knowledge of financial operations, including profit and loss statements, balance sheets, budgeting, forecasting, and cash flow management. Experience aligning operational initiatives with financial objectives. Advanced analytical skills with experience in building and refining financial models to forecast outcomes, evaluate risks, and support data-driven decision-making. Ability to present complex financial data, performance metrics, and risk assessments clearly and effectively to senior leadership and cross-functional teams.
• In-depth understanding of fraud prevention techniques, risk assessment, and operational controls, with the ability to integrate these practices into broader financial strategies.
• Managing and optimizing customer support and success teams while ensuring these initiatives align with financial performance goals.
• Possesses executive presence with high levels of personal and professional integrity.
• A change agent with the self-awareness and organizational savvy to advance initiatives with grace and efficiency.
• A progressive thinker who seeks continuous improvement for the organization and its team members.
• Exceptional written and verbal communication skills, with the ability to engage effectively with multiple stakeholders.

Responsibilities:

• Drive financial planning, budgeting, and forecasting in collaboration with the CEO and other leaders.
• Develop and maintain financial models and reports that support the company’s strategic objectives and provide actionable insights.
• Implement and optimize financial systems, tools, and processes to support growth and operational efficiency.
• Oversee the preparation and delivery of audited financial statements in compliance with PCAOB standards.
• Monitor cash flow, capital allocation, and financial health, reporting regularly to leadership.
• Manage tax compliance and ensure timely filing of state and federal taxes.
• Collaborate with HR on compensation planning, hiring, and recruiting efforts aligned with budgeting and forecasting.
• Provide leadership and guidance for our Fraud team and improve overall fraud prevention and controls.
• Oversee fraud risk management by ensuring high-level visibility and accountability, developing and implementing operational, investigative, executive processes, and establishing metrics to monitor and mitigate risks effectively.
• Communicate performance, initiatives, and threats to senior management via summaries, dashboards, and reporting.
• Delivering comprehensive, proactive, and rapid solutions to evolving threats and opportunities.
• Build fraud awareness, education, and referral/alert notification processes.
• Set and drive new objectives for the Customer Support and Success teams to improve the overall customer experience while minimizing costs.
• Assess current tools and technologies, providing the team with the resources and support needed to maximize efficiency and effectiveness.
• Collaborate with team leaders to align their goals with company priorities
• Motivate and guide the team to prioritize high-impact, revenue-generating metrics.
• Develop and implement strategies to improve customer satisfaction and retention.