Finance Lead

Job not on LinkedIn

🔥 16 hours ago

🇺🇸 United States – Remote

💵 $160k - $190k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 2%

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Logo of Vesta

Vesta

51 - 200 employees

Founded 2020

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $30M Series A - Vesta on 2022-01

Fintech • SaaS • B2B

Vesta is an AI-native loan origination system (LOS) that combines human expertise with AI agents to automate and accelerate mortgage origination workflows. Their platform uses AI agents to perform routine actions, quality checks, task routing, and integrations with loan ecosystem providers (100+ integrations including Fannie Mae and Freddie Mac), while letting human teams handle exceptions and change rules. Vesta emphasizes productivity gains for lenders, citing customer results (e. g. , Pennymac) and offers enterprise integrations and services from its San Francisco base.

📋 Description

• Build and own the financial model, including budget, rolling forecasts, and scenario planning across revenue, headcount, and spend • Partner with department leads on budget-to-actuals, headcount planning, and spend reviews • Own the monthly close, including journal entries, reconciliations, and accruals, and deliver accurate financials on a predictable timeline • Maintain GAAP-compliant books and partner with outside accountants and auditors as Vesta scales • Run AP, AR, and cash operations, including vendor payments, customer invoicing, and day-to-day cash flow monitoring • Evaluate and implement finance tooling as the company outgrows spreadsheets • Build documented processes for close, forecasting, and reporting • Serve as Vesta's first dedicated finance hire and build the finance function during significant growth

🎯 Requirements

• Finance generalist comfortable closing the books and building board-level financial models • Ability to own the books end to end • Experience with budgeting, rolling forecasts, and scenario planning across revenue, headcount, and spend • Experience with budget-to-actuals, headcount planning, and spend reviews • Experience with monthly close, including journal entries, reconciliations, and accruals • Knowledge of GAAP-compliant bookkeeping • Experience with outside accountants and auditors • Ability to run AP, AR, and cash operations • Ability to evaluate and implement finance tooling and build documented processes • Optional: Experience at a high-growth, venture-backed SaaS company • Optional: Fluency with QuickBooks, NetSuite, or comparable finance tooling and BI/spreadsheet tools • Optional: Experience supporting a fundraise or board reporting directly • Optional: Mortgage, fintech, or B2B SaaS experience • Must reside in the United States

🏖️ Benefits

• Robust medical, vision, & dental coverage (~100% of employee premiums are covered) • 401(K) plan offering • Meaningful parental leave - 16 weeks fully paid for all new parents, birthing & non-birthing parents (applies to adoptions as well!) • Remote-first culture with a hub in San Francisco • Generous Work-From-Anywhere & Wellness Benefits • Monthly Doordash benefits • Open & encouraged flexible time off • Company offsites to get to know the team! • Equity

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