Vice President of Finance

🕒 January 27

🗽 New York – Remote

🗽 New York – Remote

💵 $180k - $225k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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