Lev · 1 month ago
Director, Finance & Operations
New York, NY
Full-time
Onsite
Mid, Senior Level
5+ years expLev is transforming the commercial real estate financing space with a digital platform that utilizes AI to automate financing workflows. The Finance & Operations Manager will work closely with the CEO to oversee budgeting, financial modeling, and vendor management while driving operational efficiency through automation.
Commercial Real EstateFinTechMarketplaceReal EstateReal Estate Investment
Responsibilities
Partner with the CEO and leadership team to develop, maintain, and refine annual and quarterly budgets, financial forecasts and rolling models to support strategic decision-making
Monitor ongoing performance against those models: key drivers, variances, root-cause analysis, and proactive recommendations for course-correction
Prepare and present regular financial dashboards, KPIs and management reports in an understandable, actionable way
Oversee our external bookkeepers: ensure timely and accurate transaction capture, reconciliations, general ledger integrity, accounts payable/receivable oversight, and month-end close routines
Manage software/SaaS/vendor contracts: maintain the inventory of software tools, negotiate and manage renewals, optimize vendor spend, ensure contract compliance, and work to reduce redundancy and cost leakage
Lead process design and automation in finance & operations: identify opportunities for AI or workflow automation to streamline budgeting, forecasting, vendor management, contract approvals, and operational workflows
Act as a bridge between finance/ops and other teams to ensure alignment of financial and operational processes, drive cost-effectiveness, and embed operational discipline
Maintain strong internal controls, risk management, compliance frameworks and ensure data integrity across financial systems
Manage ad-hoc strategic projects (e.g., system upgrades, tool implementations, scaling operations, potential M&A or funding support) as assigned by the CEO
Qualification
Required
5+ years of experience in finance, operations or FP&A roles in high-growth SaaS, technology or startup environments
Strong hands-on experience with budgeting, forecasting, modeling, and variance analysis
Experience managing or coordinating bookkeeping functions, month-end close, AP/AR, software/vendor contract management
Deep comfort with spreadsheets and financial modeling
Proven track record using AI to drive operational efficiency
Strong analytical mindset, data-orientation and ability to translate numbers into insights
Excellent communication, stakeholder management and cross-functional collaboration skills
High level of organization, ability to manage multiple priorities and drive initiatives end-to-end
Bachelor's degree in Finance, Accounting, Economics or related field (MBA or CPA a plus)
Benefits
Unlimited PTO
Excellent health insurance for you and your dependents
Generous stock incentive plan
Daily DoorDash credit for lunch and plenty of in-office snacks
Subsidized access to Gympass for health and wellness
Company
Lev
Lev is a commercial mortgage marketplace for capital market advisors.
51-200 employees
H1B Sponsorship
Lev has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
2022 (4)
2021 (3)
Funding
Current Stage
Growth StageTotal Funding
$212.4MKey Investors
Cross River BankGreenspring Associates
2022-05-05Debt Financing· $100M
2022-04-13Series B· $70M
2021-06-20Series A· $30M
Leadership Team
Alberto Sheinfeld
CTO
Recent News
Canaan Partners
2025-12-23
News Powered by Cision
2025-06-21
Company data provided by crunchbase