Head of Finance and Operations

KWI; Melville (NY); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Full Medical, Dental and Vision

Annual bonus eligible

Free gym in the building

Generous PTO policy

Summer Fridays all year round

Tuition Reimbursement

Discount from building café

401(K) with a 50% company match

Employee Referral Program

(1) Volunteer day each year

Job summary

KWI is seeking a Head of Finance & Operations in Melville, NY to oversee core financial operations and scale operational efficiencies in a high-growth environment. In this critical role, you will connect finance strategy directly with day-to-day operations, leading cross-functional teams to drive clarity and execution in alignment with business priorities.

Your expertise in financial and operational acumen combined with strong leadership skills will ensure that KWI's financial operations support robust growth. Candidates should have 12+ years of experience, preferably in a SaaS environment. This position offers a competitive salary and a package of benefits including medical, dental, and a bonus structure.

Qualifications

• Experience working for founder led/owned companies.
• Proven ability to lead and scale finance operations in high-growth environments.
• Experience reviewing and negotiating contracts, including SaaS agreements.

Responsibilities

• Own core finance operations including AP/AR, cash flow management.
• Support budgeting, forecasting, and ongoing financial planning cycles.
• Partner with teams to align financial execution with business priorities.

Skills

Financial & Operational Acumen

Cross-Functional Leadership & Execution

Contract & Risk Management

Exceptional analytical and problem-solving skills

Strong communicator and collaborator

Education

12+ years of experience in finance or operations

Tools

ERP and financial systems

Job description

Head of Finance and Operations

Department: Accounting & Finance

Employment Type: Full Time

Location: Melville, NY

Compensation: $180,000 - $220,000 / year

Description

The Opportunity

We are hiring a Head of Finance & Operations to join a fast‑growing technology company operating at the intersection of cloud software and physical product‑based commerce solutions.

This is not a narrow accounting role. It is a high‑impact, hands‑on finance position for someone who thrives in environments where finance is deeply connected to how the business actually runs.

You will own core financial operations while also helping shape how the company scales operationally. This includes improving systems, tightening processes, and partnering across the business to ensure we are making clear, data‑driven decisions across both software and inventory‑driven workflows.

The right person will be equally comfortable:

• Building structure where it doesn’t exist yet
• Working directly in the details of financial models and operational processes
• Partnering cross‑functionally to improve how the business runs day to day

This role sits close to the center of the business and requires someone who can balance precision, speed, and practical decision‑making in a high‑growth environment.

You will also support commercial contract review and negotiation workflows, working alongside external counsel to ensure agreements are structured appropriately, commercially sound, and operationally executable.

As the Head of Finance & Operations you excel at the below core competencies:

• Financial & Operational Acumen: The ability to seamlessly connect financial strategy with day‑to‑day operations — from SaaS metrics and forecasting to supply chain and vendor management — ensuring smart, scalable decisions across the business.
• Cross‑Functional Leadership & Execution: Strong collaboration and communication skills to align stakeholders across Finance, Product, Sales, Legal, and Operations. This person should drive clarity, build systems, and execute efficiently in fast‑paced, cross‑functional environments.
• Contract & Risk Management: Skilled at reviewing, negotiating, and operationalizing contracts — understanding legal and business implications, managing risk, and ensuring favorable terms while working closely with external counsel when needed.

The impact you'll make

Financial Operations & Control

• Own core finance operations including AP/AR, cash flow management, and reconciliations
• Maintain accuracy and integrity of financial reporting and close processes
• Support budgeting, forecasting, and ongoing financial planning cycles
• Build and refine financial reporting frameworks to improve visibility and decision‑making

Operational Finance & Business Support

• Partner with teams across Sales, Product, and Operations to align financial execution with business priorities
• Support inventory, purchasing, and vendor‑related financial workflows in a hybrid SaaS + product environment
• Identify and implement improvements to operational and financial processes as the company scales
• Develop and maintain key business KPIs across both SaaS and product lines

Systems, Process & Scale

• Oversee financial systems and tools that support reporting, operations, and scaling efficiency
• Improve internal controls and strengthen financial governance as the company grows
• Drive automation and process improvements across finance and operational workflows

Commercial & Contract Support

• Review and support negotiation of commercial agreements, vendor contracts, and SaaS‑related terms
• Work with external counsel to ensure contracts are structured properly and align with business needs
• Help operationalize contract terms into scalable internal processes

Strategic Support

• Provide financial insight and analysis to support leadership decision‑making
• Support planning around growth initiatives, investments, and operational scaling priorities

What you will bring

• 12+ years of experience in finance or operations, with at least 3 years in a SaaS or hybrid SaaS + physical goods business
• Direct experience working for founder led/owned companies
• A leadership style that reflects deep ownership — you're in the details, understanding workflows, digging into financial models, and solving problems alongside your team.
• Strong grasp of finance fundamentals — budgeting, forecasting, P&L, cash flow, etc.
• Deep operational experience — supply chain, fulfillment, systems, or cross‑functional execution
• Proven ability to lead and scale finance operations in high‑growth environments
• Exceptional analytical and problem‑solving skills; Excel/Sheets and financial modeling fluency
• Experience reviewing and negotiating contracts, including SaaS agreements, vendor terms, and NDAs
• Ability to identify and escalated legal risk appropriately while managing contract processes independently
• Experience with ERP, financial systems, and SaaS metrics (MRR, CAC, LTV, etc.)
• Experience monetizing payments in SaaS
• Strong communicator and collaborator across technical and non‑technical teams

As a member of the KWI team you will receive

• Full Medical, Dental and Vision
• Annual bonus eligible
• Free gym in the building
• Generous PTO policy
• Summer Fridays …all year round
• Tuition Reimbursement
• Discount from building café
• 401(K) with a 50% company match (up to 6% of employee contribution)
• Employee Referral Program
• (1) Volunteer day each year

Our commitment to you

At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal‑opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

With a commitment to maintaining a bias‑free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all our team members to uphold these commitments.