VP, Finance
Stax·ai
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Job Level
About the role
- Lead financial planning & analysis (FP&A), including budgeting, forecasting, and long-range planning
- Partner with business leaders to drive revenue growth, pricing strategies, and cost optimization across payment products
- Work cross functionally within the company to develop and maintain financial models to evaluate new products, partnerships, and market opportunities
- Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and timeliness
- Manage the “cadence” of private equity ownership, including monthly board decks and reporting on key PE metrics like Rule 40 and EBITDA adjustments
- Prepare reporting and analysis for senior management, board of directors and bank partners
- Provide actionable insights on key performance metrics such as transaction volumes, take rates, interchange fees, and unit economics
- Support strategic initiatives, including M&A and market expansion
- Implement and enhance financial systems and planning tools, including Anaplan, NetSuite or other AI tools and technologies
- Ensure compliance with regulatory and financial reporting standards relevant to the payments/fintech industry
- Prepare the finance function for potential liquidity events, such as a secondary sale, by ensuring robust documentation and data room readiness
- Build and lead a high-performing finance team
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
- 8–10 years of progressive finance experience, with a heavy emphasis on FP&A or strategic finance within the payments or fintech sectors
- Deep technical mastery and understanding of the payments ecosystem (pricing, card network rules, acquiring, processing, gateways, interchange, settlement flows)
- Proven experience with financial planning tools such as Anaplan, NetSuite, HubSpot or similar technologies
- Experience operating within a private equity-backed environment, understanding the rigor of leveraged reporting strongly preferred
- Advanced financial modeling and analytical skills
- Experience partnering with senior leadership and influencing strategic decisions
- Strong knowledge of GAAP/IFRS and financial controls
- Excellent communication and stakeholder management skills
- Demonstrated ability to build and mentor high-performing teams
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningbudgetingforecastingfinancial modelinganalytical skillsGAAPIFRSfinancial controlscost optimizationpricing strategies
Soft Skills
communicationstakeholder managementleadershipmentoringinfluencingteam buildingstrategic thinkingactionable insightscross-functional collaborationproblem-solving
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACPA