Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
About the role
- VP of Finance & Accounting overseeing financial infrastructure at Ivy Energy. Leading growth strategies and driving financial sustainability in a high-growth environment.
Responsibilities
- Architect and Oversee the Financial Ecosystem: Own the entire finance function, including Accounting, FP&A, Invoicing, AP/AR, Cash Management, Reporting, and Compliance. You will build the systems that allow us to scale revenue without scaling administrative bloat.
- Drive Strategic Planning & Unit Economics: Partner directly with the CEO, CCO, and leadership team to define our 3-year financial roadmap. You will be responsible for mastering our unit economics and guiding capital allocation to maximize growth efficiency.
- Lead Financing, Fundraising & Investor Relations: Own the financial narrative for our financing strategy and next fundraising rounds. You will drive financial modeling, manage due diligence, and build confidence with the Board, work with banks and lenders and support Management in negotiations with potential investors through rigorous, transparent reporting.
- Drive Digital Transformation: Lead the implementation of modern, AI-driven financial workflows to automate routine tasks (AP/AR, invoicing), allowing your team to focus on high-value analysis rather than data entry.
- Team Leadership: Mentor and develop a high-performing, lean finance team (currently 2). You will set the standard for accuracy, speed, and strategic insight.
- Cross-Functional Alignment: Work closely with Operations, Product, and Sales to align financial goals with business objectives, ensuring our pricing and operational models support our long-term margin goals.
- Your First 90 DaysTo ensure immediate impact, your first three months will focus on:
- Audit & Streamline: Review the current month-end close process and implement a plan to reduce the cycle time to <5 days.
- Forecast Mastery: Build a robust, rolling 12-month cash flow forecast and scenario model to guide upcoming strategic decisions.
- Board Debut: Prepare and present your first comprehensive financial review and strategic outlook to the Board of Directors.
Requirements
- Experience: 10+ years in Finance leadership roles, with a proven track record of scaling a SaaS or EnergyTech finance function through high-growth phases (e.g., $5M to $20M+ ARR). Series A–C experience is required. M&A experience a plus.
- Domain Expertise: Deep understanding of Accounting (GAAP), FP&A, and SaaS metrics (CAC, LTV, Churn, Net Retention). CPA or MBA preferred.
- Systems Expertise: Proven expertise in implementing and migrating ERP systems and optimizing tech stacks. Experience with Salesforce, Odoo, and Xero is a strong plus.
- Startup Grit: Ability to toggle seamlessly between high-level strategy (Board decks, fundraising) and low-level execution (managing cash flow models, reconciliation) without hesitation.
- Communication: Exceptional ability to translate complex financial data into clear, actionable insights for non-financial stakeholders and investors.
Benefits
- 100% Employer paid Medical, Dental and Vision Insurance
- 401(k)
- Flexible PTO and Sick Time
- Paid Maternity and Paternity Time
- Monthly Electrification & Wellness Stipends
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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