Summer · 7 hours ago
Director of Finance
United States
Full-time
Remote
Senior Level, Lead/Staff
$160K/yr - $190K/yr
8+ years expSummer is a Certified B Corp® on a mission to restore financial freedom for Americans burdened by student debt. They are seeking a Director of Finance to lead financial operations, forecasting, and reporting while partnering with the executive team to support strategic initiatives and growth.
Employee BenefitsFinancial ServicesPersonal Finance
Responsibilities
Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and scenario modeling to support growth and resource planning
Partner closely with the executive team as the day-to-day finance lead, translating strategy into clear financial plans and decision-ready insights
Build and own financial models and reporting that inform executive decisions, product investment, organizational tradeoffs and as needed fundraising scenarios
Own day-to-day financial operations, including A/P, A/R, employee reimbursements, corporate cards, cash movement, and monthly close
Prepare monthly financial reporting for the executive team and support quarterly board and investor reporting
Strengthen financial controls and approval workflows across contracts, spend, and payments, serving as the internal point of accountability
Manage and hold accountable external partners (controller, bookkeepers, tax advisors), providing direction and pushing back when needed
Develop team-, product-, and revenue-level reporting to improve visibility into performance, unit economics, cost of sales, and sales efficiency
Qualification
Required
8+ years of progressive finance experience, including FP&A, forecasting, and operational finance
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field (or equivalent practical experience)
Experience in a VC-backed SaaS, fintech, benefits, or GovTech company, ideally including at least one scaled startup (100–1000 employees)
Strong financial modeling skills and the ability to translate complex data into clear insights for executives
Hands-on experience managing accounting operations and external partners (controller, auditors, tax providers)
Solid understanding of GAAP, with hands-on experience supporting revenue recognition in a SaaS or recurring-revenue business (ASC 606 familiarity strongly preferred)
A builder mindset; comfortable creating structure, improving processes, and operating in ambiguity
Strong judgment and communication skills, with the ability to present financial insights clearly to executive and non-finance stakeholders
Preferred
Master's degree in related field preferred
Prior background in consulting, venture capital, investment banking, or large enterprise finance before moving into startups is a plus
CPA a plus, not required
Benefits
Equity grant to share in Summer’s success
100% employee-covered medical, dental, and vision insurance
401(k) plan with 3% match, fully vested day one
Home office setup reimbursement
Monthly lunch credits
Direct contributions toward your student loans
Up to 11 paid holidays + flexible PTO
Paid leave for family, health, or personal needs
Annual in-person events including Summer Camp and Summer Wonderland
And more!
Company
Summer
Summer is an end-to-end student loan workplace benefit solution that helps employees navigate college costs and reduce student debt.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$29.12MKey Investors
MassChallengeQED InvestorsStory Ventures
2025-04-10Series A
2024-04-08Series Unknown· $9M
2023-04-25Series A· $7.7M
Leadership Team
Will Sealy
Co-Founder & CEO
Vincent Tran
Co-founder & Advisor
Recent News
GlobeNewswire News Room
2024-01-15
Las Vegas Review Jurnal
2023-12-28
Company data provided by crunchbase