Head of Finance & FP&A Leader

Fundwell; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Fundwell, a fintech helping SMBs access capital, seeks a Head of Finance in New York to lead FP&A, performance analysis, and strategic budgeting. You will partner with the CEO and leadership team to drive profitable growth and build a scalable finance function.

You'll oversee accounting through the Controller, ensure audit readiness, optimize capital planning, and develop dashboards and models—leveraging AI responsibly to improve visibility and decision making across the organization.

Qualifications

• 10+ years of progressive finance experience including senior leadership in a growing organization
• Experience in fintech, payments, or lending is preferred
• Deep expertise in FP&A, budgeting, forecasting, and financial modeling
• Experience leading a Controller or senior accounting leader with strong controls and audit knowledge
• Experience preparing executive- or Board-level reporting and working with lenders/investors

Responsibilities

• Lead annual budgeting, rolling forecasts, long-range planning, scenario modeling, and performance reporting.
• Create a clear operating cadence for financial and business performance, including reporting on revenue, profitability, cash flow, key drivers, and variances.
• Partner with the CEO and functional leaders to evaluate priorities, allocate resources, identify risks and opportunities, and connect financial plans to OKRs.
• Translate financial results into clear insights and practical recommendations for leaders.
• Provide financial analysis on pricing, product performance, revenue quality, liquidity, and unit economics.
• Support capital planning and relationships with lenders, investors, and other financial partners.
• Lead and develop the Controller to ensure accurate reporting and strong controls.
• Build scalable models, dashboards, and processes, using AI responsibly to strengthen analysis and visibility.
• Partner with the CRO on compensation planning and HR on the annual compensation cycle.
• Develop the Finance team and external partners while remaining hands-on and accountable.

Skills

FP&A

Budgeting

Forecasting

Management reporting

Cash-flow planning

Financial modeling

Leadership

Communication

Audit & compliance

AI in finance

Job description

Fundwell, a fintech helping SMBs access capital, seeks a Head of Finance in New York to lead FP&A, performance analysis, and strategic budgeting. You will partner with the CEO and leadership team to drive profitable growth and build a scalable finance function.

You'll oversee accounting through the Controller, ensure audit readiness, optimize capital planning, and develop dashboards and models—leveraging AI responsibly to improve visibility and decision making across the organization.