Copilot Money

Head of Finance

Copilot Money

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $200,000 - $220,000 per year

Job Level

Lead

About the role

  • Own Copilot Money’s financial strategy, planning, and execution across budgeting, forecasting, and cash flow management.
  • Lead monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting.
  • Develop and maintain financial models to support strategic decision-making, product investments, and growth initiatives.
  • Partner closely with the CEO and leadership team to provide insights on company performance, unit economics, and key metrics.
  • Oversee accounting operations, including working with external accountants, payroll, taxes, and compliance.
  • Prepare materials for the Board and investors, including financial reporting, runway analysis, and fundraising support.
  • Establish and improve financial processes, controls, and systems as the company scales.
  • Support pricing, monetization, and go-to-market decisions with data-driven financial analysis.
  • Act as a cross-functional partner to Product, Engineering, and Operations teams to align financial strategy with company goals.

Requirements

  • 8+ years of experience in finance, accounting, or strategic finance, with a minimum of 2 years in a startup / tech environment.
  • Comfortable operating as a hands-on finance leader who can both set strategy and execute day-to-day work.
  • Strong foundation in financial modeling, forecasting, and analysis, with a clear understanding of subscription-based businesses.
  • Experience owning or partnering on accounting, audits, taxes, and financial compliance.
  • A trusted, thoughtful partner to executives, with the ability to communicate financial insights clearly to non-finance stakeholders.
  • Highly organized, detail-oriented, and proactive, with a strong ownership mentality.
  • Excited about building systems and processes from the ground up.
  • Passionate about Copilot Money’s mission and motivated by helping people feel more confident and in control of their finances.
  • Based in NYC.
Benefits
  • Equity in the company
  • Health, Dental & Vision Insurance (company pays 100% premium for employee)
  • 401k matching up to 4%
  • Home Office Setup, and monthly Internet reimbursement (up to $80/month)
  • Wellness Reimbursement ($100/month)
  • 4 weeks of PTO. After 2 years in the company you get 5 extra vacation days, and 5 more after 4 years.
  • Annual company retreats.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial strategybudgetingforecastingcash flow managementfinancial modelingfinancial analysisaccountingfinancial complianceauditstaxes
Soft Skills
leadershipcommunicationorganizationaldetail-orientedproactiveownership mentalitycollaborationstrategic thinkinginsightfulpartnering