LearnLux Financial Wellbeing

Vice President of Finance

LearnLux Financial Wellbeing

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $180,000 - $225,000 per year

Job Level

Lead

About the role

  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
FP&Aforecastingbudgetingscenario modelingfinancial planningaccounting oversightfinancial operationsGAAPauditsinternal controls
Soft Skills
strategic partnershipcommunicationindependenceownershipcross-functional collaborationtranslating financial conceptsefficiency improvementvisibility enhancementfinancial rigorexecutive oversight
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACPA