Temporary Regulatory Compliance Consultant – Risk Consulting, Financial Services
RSM US LLP
Head of Finance
Upbound
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Massachusetts, New York, Texas, Washington • 🇺🇸 United States
Visit company websiteJob Level
Lead
Tech Stack
Cloud
About the role
- Partner with the CEO and Board of Directors to provide clear, data-driven insights into company performance, risks, and opportunities.
- Lead financial planning and reporting for board meetings, fundraising processes, and investor updates.
- Contribute to long-term strategic planning and resource allocation decisions.
- Build and scale the FP&A function to deliver robust forecasts, budgets, and scenario modeling.
- Design and operationalize financial models that support consumption-based and hybrid pricing structures.
- Develop and maintain automated dashboards and BI systems to connect operational metrics to financial outcomes.
- Partner with Product and GTM leadership to model usage, margins, and unit economics in real time.
- Implement modern FP&A and finance systems (e.g., Mosaic / HiBob, Cube, Pigment, or Anaplan) to improve accuracy and speed of reporting.
- Provide actionable insights that inform executive and board-level decision-making.
- Oversee global accounting operations, including ledgers, AR/AP, payroll, and cash management.
- Ensure compliance with US GAAP and international accounting standards.
- Lead external audits, tax preparation, and regulatory filings across multiple jurisdictions.
- Design and implement scalable processes, systems, and controls across finance and operations.
- Partner with Sales, People, and other teams to operationalize revenue recognition (ASC 606), commissions, and compensation programs.
- Drive cross-functional initiatives to improve efficiency, automation, and decision-making.
- Build a unified data layer and reporting infrastructure to enable faster, better decision-making across teams.
- Own company-wide OKR cadence, resource planning, and annual operating plan execution.
- Act as the connective tissue between functions — ensuring strategic goals translate into aligned budgets, systems, and measurable outcomes.
Requirements
- 8+ years of progressive finance and operations experience, with 3+ years in senior leadership roles.
- 4 years of experience in enterprise software, cloud, or infrastructure companies.
- Proven track record scaling finance, accounting, and business operations functions through Series C or later in venture-backed startups.
- Experience building financial models and systems for usage- or consumption-based SaaS businesses.
- Strong understanding of how to apply AI in a finance and operations context, including tools for forecasting, automation, analysis, and decision support.
- Strong foundation in US GAAP and compliance; Big 4 public accounting background highly valued.
- Demonstrated success leading board and investor communications.
- Advanced technical and analytical skills (Excel, BI tools, SaaS financial systems).
- Experience implementing or optimizing modern FP&A systems (e.g., Anaplan, Pigment, Mosaic, Cube).
- Excellent organizational, written, and verbal communication skills.
- Bachelor’s degree in Finance, Accounting, or Economics; MBA, CPA, or CFA strongly preferred.
Benefits
- Not specified 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningreportingforecastingbudgetingscenario modelingfinancial modelingrevenue recognitioncompliancedata analysisautomation
Soft skills
leadershipcommunicationorganizational skillsstrategic planningcollaborationdecision-makingproblem-solvingcross-functional initiativesinsight generationresource allocation
Certifications
MBACPACFA
