eMoney Advisor · 13 hours ago
Director, Finance
United States
Full-time
Remote
Senior Level, Lead/Staff
$163K/yr - $200K/yr
10+ years expeMoney Advisor is a company focused on transforming the financial advisory space, and they are seeking a Director of Finance to lead revenue forecasting and pricing strategies. This role involves collaboration across various departments to enhance the company's pricing models and support its growth objectives while managing a team responsible for pricing-related activities.
Financial ServicesFinTechWealth Management
Responsibilities
Maintain short and long-term revenue forecasting, including pipeline health, bookings, billings, and ARR
Responsible for Revenue Reporting & Analytics including delivering timely, decision-ready revenue insights (growth drivers, churn, expansion, cohort trends) and translating complex revenue data into executive-level narratives
Play a leadership role in tactical and strategic pricing activities across eMoney Finance
Serve as the authority on pricing and packaging and develop a strategic roadmap which informs the overall pricing strategy working with Sales, Marketing, and the leadership team
Maintain and improve an efficient operating model for eMoney, developing a deep understanding of SaaS unit economics and ensuring our pricing and delivery models are designed to meet our margin & growth objectives
Develop detailed financial models highlighting key metrics, unit economics, assumptions, and impacts to both eMoney and the client
Support pricing efforts and strategy across both new and existing clients and products
Monitor industry trends and provide pricing model recommendations to eMoney
Partner with Product Marketing in pricing research efforts focused on identifying initial price points for new products and overall pricing of eMoney’s portfolio of products
Provide analysis to Senior Leadership to understand the potential implications of introducing different pricing models / structures on eMoney’s profitability
Establish project plans for medium to large-sized pricing & retention projects and obtain management approval regarding project scope/deliverables, time and cost constraints
Coach / mentor team members and provide regular constructive feedback to support and improve performance with the support of direct management
Support Deal Execution with Accurate Quota Impact Analysis: Partner with sales and finance teams to evaluate new transactions in real-time, ensuring correct calculation and attribution of quota retirement based on pricing terms, ARR recognition rules and compliance with internal policies
Prepare high-quality documents and presentations that articulate “the story” quickly and effectively
Design, maintain and manage effective governance and decision-making processes for eMoney’s strategic pricing decisions
In partnership with Product and Marketing organizations, support strategy and business case development, including ‘story-telling,’ research support and financial modelling
Partner with Marketing to lead ad hoc and/or recurring research & analysis projects (market sizing, competitive research, etc.)
Support efforts across the organization to identify and present actionable strategic and analytic insights that will help senior management make informed decisions
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics or equivalent required
10+ years of experience in Finance, preferably within a medium-sized, high-growth company
At least 5+ years of managerial experience
Excellent financial modeling skills
In-depth knowledge of financial analysis, practices, tools, and procedures
Strategic thinker and a collaborative implementer with strong influence skills
Excellent Excel and Power Point skills
Strong analytical, problem solving, and organizational skills
Ability to partner with Sales, Finance, and Ops teams to clearly convey complex pricing impacts, and ensure alignment with compensation policies and compliance standards
Highly motivated, energetic, and hardworking self-starter who is flexible and can work in multiple projects simultaneously (independently and on teams)
Ability to work independently and lead others during projects
Influence stakeholders across multiple functions and levels of management
Viewed as a credible thought partner with senior leaders and cross-functional teams
Functions well under pressure and can work extended hours as needed
Comfortable in a fast-paced, often ambiguous environment
Excellent verbal and written communication skills
Uses business and financial acumen and awareness of others' needs and concerns as basis for influencing efforts
Promotes teamwork and cooperation to resolve conflicts and ensure achievement of organizational objectives
Preferred
SaaS and FinTech experience is a plus
MBA degree is a plus
Benefits
Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off
Company
eMoney Advisor
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-02-02Acquired
Leadership Team
Susan McKenna
Chief Executive Officer
F
Frank Trapiano
Head Of Client Services
Recent News
Business Wire
2025-12-02
2025-11-18
Company data provided by crunchbase