Director of Finance jobs in United States
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Optimized Payments · 19 hours ago

Director of Finance

Optimized Payments is a fintech firm focused on unlocking value in payment ecosystems. The Finance and Operations Manager will oversee financial operations and support strategic decision-making through detailed financial insights, optimizing processes and ensuring compliance.

Financial Services
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Growth Opportunities

Responsibilities

Support the preparation of financial forecasts, budgets, and cash flow projections
Identify opportunities for cost optimization and implement process improvements to enhance financial performance
Report Key Performance Indicators at monthly management meetings
Draft, review, and update company policies and procedures to ensure clarity and compliance
Maintain an organized and accessible repository of policies in Confluence for company-wide use
Work closely with Optimized Payments’ accounting firm to ensure accurate financial reporting, tax compliance, and audit readiness
Act as a key point of contact for internal teams on financial operations and budget inquiries
Utilize Carta for managing equity plans, cap table administration, and ensuring accurate record-keeping and compliance with equity-related policies and reporting requirements
Collaborate with suppliers using invoicing platforms such as Ariba, Coupa, and Bill.com to ensure timely and accurate transactions

Qualification

Microsoft Dynamics 365Financial managementProcess improvementAnalytical skillsStrategic planningInterpersonal skillsCommunication skills

Required

Bachelor's degree in Accounting, Finance, or a related field
5+ years of experience in financial management or operations, preferably in a SaaS or technology-driven environment
Proficiency in Microsoft Dynamics 365 (or Business Central) is required
Strong analytical and strategic planning skills
Proven track record of process improvement and financial system implementation
Excellent interpersonal and communication skills with a collaborative mindset

Preferred

CPA or MBA is a plus

Benefits

Competitive salary and benefits package.
Stock Options
401(K) Plan
Flexible Discretionary PTO + Paid Holidays
Opportunity to be part of a dynamic, fast-growing company that will double in size in two years.
Hybrid work environment with flexibility to work from home 3 days a week.
A collaborative and inclusive company culture where your ideas are valued.
Free onsite covered parking and access to a full gym with showers.

Company

Optimized Payments

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Optimized Payments is the only fintech firm purpose-built to find and unlock value wherever it resides in your payments ecosystem.

Funding

Current Stage
Growth Stage

Leadership Team

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Anand Goel
Founder & CEO
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Company data provided by crunchbase