Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
About the role
- Lead financial and operational management at VC-X, a tech-focused company improving financial sustainability and governance. Oversee budgeting, performance analysis, and compliance management in a hybrid model.
Responsibilities
- Lead Financial Planning & Analysis (FP&A): build the annual budget and cash flow forecasting.
- Manage cash and runway: monitor burn rate and runway, proposing strategies to optimize capital.
- Conduct performance analysis: critically review results, identify gaps and opportunities to improve margin and profitability.
- Oversee accounting and tax with outsourced accounting, ensuring compliance (e.g., Lucro Real) and tax optimization.
- Be the steward of global metrics (Global KPI management), ensuring accuracy and delivery of dashboards to leadership.
- Calculate and report SaaS/recurring metrics: MRR, LTV, CAC, CAC payback, NRR, churn rate.
- Develop and maintain financial modeling for scenario simulation (investment, expansion, new product lines).
- Prepare reports and presentations for partner and investor relations: board meetings and potential fundraising rounds.
- Lead contract lifecycle management (CLM): creation, review and management of contracts (execution, invoicing, renewals) and vendors.
- Negotiate and manage vendors: contracts, SLAs and costs, seeking the best value.
- Implement and audit scalable administrative process management using tools (ERP, CLM, CRM).
- Ensure legal compliance in internal and contractual procedures with external legal support.
Requirements
- Education
- Bachelor's degree in Business Administration, Accounting, Economics, Engineering or related fields.
- Postgraduate degree or specialization in Finance/Management is a plus.
- Experience
- 4 to 6 years of experience in financial leadership roles (controllership, finance manager, head of finance), preferably in startups or technology companies, ideally with a recurring revenue model.
- Strong background in financial planning, budgeting, forecasting and financial modeling.
- Hands-on experience managing and controlling service and/or software contracts in a B2B model.
- Technical skills
- Advanced proficiency with spreadsheets (Excel/Google Sheets) and model building.
- Experience with systems supporting financial and administrative operations (e.g., integrated management/accounting systems).
- Ability to organize and maintain business metrics with consistency and predictability.
- Behavioral competencies
- Strategic yet pragmatic mindset: turns data into decisions without "analysis paralysis".
- Executive communication: speaks clearly with partners and leadership, translating finance into business language.
- Ownership mentality: takes responsibility, anticipates risk and drives end-to-end improvements.
- Hands-on approach: leads and executes alongside the team when needed, building a solid foundation.
Benefits
- Hybrid work model
- Dental plan
- No dress code
- Life insurance
- Birthday day off
- 40-hour workweek (2-hour lunch break)
- Support for personal and professional development
- Culture that values 1:1 meetings; feedback; diversity; inclusion; and human-centered values
- Gogood and Nav
- Partnerships with pharmacies
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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