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LearnLux Financial Wellbeing

51 - 200 funcionários

💸 Finanças

👥 RH Tech

📚 Educação

Finance • HR Tech • Education

LearnLux Financial Wellbeing é uma plataforma dedicada a aprimorar o bem-estar financeiro dos colaboradores nas organizações. Ela oferece serviços de planejamento financeiro personalizados, prestados por profissionais Certified Financial Planner® (CFP®), garantindo que os colaboradores recebam orientação imparcial, com dever fiduciário, alinhada às suas metas financeiras individuais. Por meio de uma variedade de ferramentas e recursos educacionais, a LearnLux capacita os colaboradores a navegar por suas opções financeiras, melhorar sua saúde financeira e gerir seus benefícios de forma eficaz, promovendo uma abordagem holística de finanças pessoais no ambiente de trabalho.

Descrição

• Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning. • Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making. • Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP. • Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business. • Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability. • Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities. • Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics. • Manage tax, audit readiness, and regulatory compliance in collaboration with external partners. • Contribute to capital planning, investor communications, and future fundraising preparation as needed. • Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales. • Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.

🎯 Requisitos

• 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses. • Experience in the benefits and wellness industry is heavily preferred • Proven experience building and operating finance functions in Series A+ or growth-stage startups. • Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution. • Deep understanding of GAAP, audits, internal controls, and compliance requirements. • Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight. • Demonstrated ability to operate independently and take full ownership in environments with limited structure. • Familiarity with global financial operations, including contractors and multi-currency considerations. • Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar). • Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights. • Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus.

🏖️ Benefícios

• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Equity (Full-time employees) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

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