Director of Finance

OpenEnvoy Inc.; San Mateo (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading tech company in San Mateo is seeking a Director of Finance to drive innovation and manage financial operations while partnering with senior leaders. The ideal candidate has over 4 years of relevant experience, strong analytical skills, and a Bachelor's degree in a related field. This role offers the opportunity to shape financial strategies and support fundraising efforts.

Qualifications

• 4+ years of experience in finance, startups, or investment banking roles.
• Proven track record of success.
• Ability to thrive in a fast-paced, dynamic environment.

Responsibilities

• Partner with Sales, Marketing, and Customer Success teams to analyze performance.
• Develop and implement comprehensive financial plans and budgets.
• Optimize cash flow and working capital management.
• Prepare detailed financial reports and presentations.
• Support fundraising activities and maintain relationships with investors.

Skills

Analytical skills

Problem-solving skills

Communication skills

Presentation skills

Financial modeling

Forecasting

Budgeting

Education

Bachelor's degree in Finance, Business, Economics, Statistics, or related field

Job description

Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It’s time Finance had modern tech dedicated to their workflow.

We’re just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others.

As the Director of Finance, you will be the cornerstone of our company’s success, driving innovation, shaping strategy, and ensuring sustainable growth. Reporting directly to the CEO, you’ll partner closely with senior leaders to lead the charge on transforming financial insights into impactful decisions.

Responsibilities

• Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify areas for improvement. Will also negotiate deals, model value for customers, help identify and close new partners.
• Analyze sales pipeline data to identify opportunities for improvement and forecast future revenue.
• Develop and implement comprehensive financial plans, budgets, and forecasts. Conduct in-depth financial analysis to identify trends, opportunities, and risks.
• Optimize cash flow and working capital management.
• Elevate our reporting processes to provide clear, actionable insights to stakeholders.
• Implement systems and tools that make our financial operations scalable and future-ready.
• Prepare detailed financial reports and presentations for executive leadership and the board of directors.
• Support fundraising activities, including investor presentations and due diligence. Maintain strong relationships with investors and provide regular updates on financial performance.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Statistics, or a related field.
• 4+ years of experience in finance, startups, or investment banking roles.
• Proven track record of success.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Experience with financial modeling, forecasting, and budgeting.
• Ability to thrive in a fast-paced, dynamic environment.

Apply now

Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.