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LearnLux Financial Wellbeing · 21 hours ago

VP of Finance

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. The Head of Finance will be responsible for traditional finance responsibilities, including accounting and reporting, financial operations, financial planning and analysis, and tax, while working across all teams to improve efficiency and productivity.

EducationFinancial ServicesFinTechInternet

Responsibilities

Serve as a key advisor to the CEO, COO, and Board, offering well-thought-out perspectives and leadership on options for growth, financing transactions, and operational excellence

Implement rigorous processes around real-time forecasting, reporting and analysis of key metrics, revenue operations, and vendor management

Support department leaders and employees across the full team, including but not limited to the commercial (sales and client success) team, global operations, legal and compliance, and people operations, including compensation and benefits planning

Partner closely with the commercial team in evaluating revenue strategies for new and existing clients, including strategic financial decisions, net new revenue opportunities, renewals, expansions and program upsells

Supervise and raise the level of the accounting and finance organization and core processes to ensure the integrity and timeliness of reporting on financial condition and results by: Overseeing both internal staff and external service providers. Integrating data into financial reports and projections. Developing and documenting business processes and internal controls, ensuring that these are implemented to achieve compliance with GAAP and applicable federal, state, and local regulatory requirements for financial, tax, and compliance reporting

Expand personal leadership to strengthen and scale other company administrative and shared functions after the financial priorities have been addressed

Qualification

Finance experienceAccounting operationsFinancial reportingGAAP knowledgeFinancial modelingBudgetingForecastingExecutive reportingMulti-currency operationsContinuous improvementCommunicationCollaborative approach

Required

8+ years of experience in finance, accounting, or FP&A, ideally in a high-growth startup or SaaS environment

Bachelor's degree in Finance, Accounting, Economics, or a related field required

Strong knowledge of GAAP and experience overseeing accounting operations, financial reporting, and audits

Proven ability to build and manage budgeting, forecasting, and financial modeling processes

Experience supporting executive leadership with financial insights, board reporting, and capital planning

Familiarity with global financial operations, including contractor payments and multi-currency environments

Comfortable owning systems and tools (e.g., QuickBooks, Brex, Carta, Hubspot) and improving processes as the company scales

Collaborative approach with experience partnering cross-functionally with teams such as Commercial, People, Legal, and Operations

Strong communication skills with the ability to present complex financial information clearly and concisely

Committed to continuous improvement, operational excellence, and data-driven decision-making

Excited to take a hands-on role today and grow into future leadership opportunities as the team expands

Preferred

MBA, CPA, or similar advanced credentials are a plus, but not required

Benefits

Remote-first company structure

Medical, dental, and vision

401(k)

Mental wellbeing (Talkspace)

Financial wellbeing (LearnLux)

Equity (Full-time employees)

Paid vacation and sick leave

Paid sabbatical after 5 years of service

A supportive, inclusive team culture

Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Company

LearnLux Financial Wellbeing

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.

Founded in 2015

Boston, Massachusetts, USA

51-200 employees