Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Head of Finance & Operations leading financial strategy and operational excellence at Emerald AI. Responsible for growth and efficiency in the AI energy tech sector.
Responsibilities
- Own the company’s financial strategy, aligning capital allocation, operating plans, and long-term objectives with overall business goals.
- Lead financial planning, budgeting, forecasting, and performance analysis, delivering clear, actionable insights to the leadership team.
- Manage cash flow, burn, and runway planning to ensure financial stability and capital efficiency.
- Develop and maintain robust financial models to support strategic decision-making and scenario planning.
- Partner with the CEO on fundraising strategy, including preparation of financial models, investor materials, and due diligence.
- Serve as a primary point of contact for investors on financial reporting, metrics, and business performance updates.
- Design and implement scalable operational systems and processes across finance, vendors, and internal workflows.
- Identify operational risks and inefficiencies, proactively implementing solutions to support rapid growth.
- Oversee accounting, expense management, and financial systems (e.g., ERP, budgeting tools).
- Ensure compliance with financial regulations, tax requirements, and corporate governance best practices.
- Establish and maintain strong internal controls, audit readiness, and accurate financial reporting.
- Build, mentor, and scale the finance and operations team over time.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; CPA, CMA, MBA, or equivalent preferred.
- 8–12+ years of experience in finance and operations.
- Proven experience owning financial planning, budgeting, forecasting, and reporting in a venture-backed startup environment.
- Hands-on experience with fundraising, investor relations, and VC-backed company operations.
- Strong understanding of startup financial management, including burn, runway, unit economics, and scaling considerations.
- Experience designing and scaling operational processes and systems.
- Knowledge of compliance, risk management, and corporate governance best practices.
- Exceptional communication and leadership skills, with the ability to influence across all levels of the organization.
- Comfortable operating in ambiguity and moving quickly in a fast-paced startup environment.
Benefits
- Competitive pay + equity
- Comprehensive benefits, including medical, dental, vision, and 401(k) matching.
- Flexible location. Work from D.C., Boston, or the Bay Area, with 1 WFH day/week.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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