Client Finance & Banking Strategy Lead

KitchenSync, Inc.; West Hollywood (CA); On-site; USD 200,000 - 280,000; Full time

Job summary

KitchenSync, Inc. is seeking a VP of Client Finance to lead advisory services for restaurant clients, using Kit to analyze financial position, forecast cash flow, optimize working capital, and plan for growth.

You will present clear, actionable recommendations to owners and operators, turning data into strategic decisions. In this senior, client-facing role you will partner with cross-functional teams including product, engineering, sales, and banking partners.

Qualifications

• 8+ years of experience in finance, FP&A, accounting, banking, or related field.
• Experience with business owners or senior leadership.
• Strong financial modeling, forecasting, cash-flow, and P&L skills.
• Restaurant, hospitality, retail, or multi-location experience preferred.
• Experience selling financial products, banking services, or technology solutions is a plus.
• Bachelor's degree in Finance, Accounting, or related field; MBA/CPA/CFA is a plus.

Responsibilities

• Serve as a trusted financial advisor to restaurant owners and operators.
• Review P&Ls, cash flow, labor, AP, and other financial data within Kit.
• Build cash-flow forecasts, budgets, and financial plans.
• Help clients plan for payroll, taxes, capital expenditures, new locations, and other major cash needs.
• Identify financial risks and opportunities and provide clear, actionable recommendations.
• Help clients establish effective cash-management and financial planning practices.
• Introduce and sell KitchenSync's banking products as part of each client's financial strategy.
• Assess client banking needs and recommend appropriate products and cash-management solutions.
• Help clients implement and adopt KitchenSync banking products.
• Identify opportunities to expand KitchenSync's financial and banking services within existing relationships.
• Partner with sales to demonstrate the financial value of Kit to prospective clients.
• Lead financial strategy and solutions to support client needs and business objectives.
• Partner with external vendors, lenders, and capital providers to secure financing, loans, and financial products for clients.
• Develop and expand a financial product ecosystem that broadens client access to competitive financing solutions.
• Build strategic financial partnerships to enhance product offerings, improve access to capital, and deliver client value.
• Become an expert in Kit's financial, forecasting, reporting, and banking capabilities.
• Help clients use Kit to replace spreadsheets and disconnected financial processes.
• Train and guide clients on Kit and identify opportunities to improve their workflows.
• Use client feedback to help shape the continued development of Kit.
• Serve as a bridge between clients and KitchenSync's product and engineering teams.
• Gather and prioritize client feedback, bugs, and enhancement requests.
• Clearly communicate the business impact and priority of client issues.
• Track issues through resolution and work with engineering to test and validate fixes.
• Identify recurring issues and opportunities for product improvements.
• Keep clients informed on important fixes, updates, and enhancements.

Skills

Financial modeling

Forecasting

Cash flow

P&L

Business development

Relationship-building

Education

Bachelor's degree in Finance/Accounting/Business

MBA/CPA/CFA or similar

Job description

KitchenSync, Inc. is seeking a VP of Client Finance to lead advisory services for restaurant clients, using Kit to analyze financial position, forecast cash flow, optimize working capital, and plan for growth.

You will present clear, actionable recommendations to owners and operators, turning data into strategic decisions. In this senior, client-facing role you will partner with cross-functional teams including product, engineering, sales, and banking partners.