Tomo · 6 hours ago
Director, Strategic Finance
New York, NY
Full-time
Hybrid
Mid Level
$150K/yr - $200K/yr
3+ years expTomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. The Director of Strategic Finance will partner with the executive team to lead financial and capital planning, assist in corporate strategic activities, and support key decision-making processes.
FinanceFinancial ServicesFinTechMortgageReal Estate
Responsibilities
Financial modeling and analysis
Own Tomo’s financial model, forecasting and tracking origination volume, unit economics and profitability, while ensuring we have sufficient capital to continue investing in the business and maintain our key financial covenants. You will continuously refine and improve the model as our business evolves
Ad hoc financial analysis supporting key strategic decisions at the Board, executive management and business function levels
Lead Tomo’s quarterly planning and annual budgeting process, partnering with functional leaders to evaluate the financial impact and ROI of key initiatives
Capital and Risk Management
Manage warehouse banking relationships and monitor financial covenants
Provide support for capital planning and future raises. Includes investor targeting, positioning and preparation of investor materials
Corporate strategy
Prepare board materials and investor updates
Monitor and synthesize external market as well as competitor information for executive management
Maintain relationships with investment banks
Qualification
Required
3-5+ years at a top-tier investment bank (GS, JPM, Morgan Stanley), with experience in corporate finance and strategy, M&A, and capital raising
Expertise in building detailed 3-statement operating models and performing scenario analysis
Demonstrated ability to break down complex problems, create logical analyses, and deliver clear takeaways
Excellent written and verbal communication skills, including synthesis for senior audiences and slide deck creation
Preferred
Financial Institutions Group (FIG) experience
MBA from top-tier business school
Experience working at a startup or high growth fintech
Familiarity with dashboards, analytical tools, or SQL (helpful but not required)
Benefits
Equity Ownership: All teammates receive stock options—we win together
Comprehensive Medical, Dental, and Vision plans for you and your dependents with some plans 100% covered
Work-life balance and a generous paid time off policy
In order to support teammates who become parents, Tomo Mortgage provides paid parental leave
401(k) retirement plan
Company
Tomo
Tomo is a fintech startup that simplifies homebuying by optimizing mortgages and linking buyers with real estate agents.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$130.74MKey Investors
SVB CapitalRibbit Capital
2025-03-11Series B· $20M
2022-03-21Series A· $40M
2021-06-30Seed· $30.29M
Leadership Team
Greg Schwartz
CEO & Co-Founder
Audrey Troutt
Chief Technology Officer
Recent News
2025-09-04
Seattle TechFlash
2025-08-01
EIN Presswire
2025-07-16
Company data provided by crunchbase