What the job involves

• Manage Financial Operations:
  

• Manage accounting and financial functions, including month-end close processes, account reconciliations, and spend management.
• Oversee various company annual audits and ensure compliance with financial regulations and reporting requirements.
• Collaborate on the development of accurate budgets and financial plans, providing insights to management and driving improvements in financial outcomes.
• Support the production of management reports, ensuring relevance and accuracy, while providing sound financial advice to drive business strategy.
• Resolve day-to-day and complex accounting issues, while identifying key performance metrics and ensuring robust internal controls.
• Support Treasury management
• Staying up to date with industry regulations and ensuring compliance with tax laws, government reporting requirements, and accounting standards specific to financing companies
• Enforcement of strong internal controls to safeguard assets and improve efficiency.
• Identifying financial risks and implementing controls to mitigate them. This includes liquidity, market, or operational aspects within a tech financing company
• Support Controller/VP of Finance on an as needed basis.

• Process Improvement:
  

• Build and streamline processes, focusing on automation, efficiency, and the standardization of accounting operations.
• Develop scalable accounting operations to support rapid growth, ensuring that systems and processes can handle increasing transaction volumes
• Managing financial systems including Netsuite

• Leadership and Team Management:
  

• Overseeing, mentoring, and developing the accounting and finance team, as well as ensuring appropriate resource allocation.
• Work with other departments on new product offerings and non-routine transactions, ensuring financial terms and impacts are well-documented and operationalized.
• Clear and effective communication with internal and external stakeholders.

Who you are

• An accounting qualification from a recognized accounting body (e.g ACCA, ACA, CPA) with a minimum of 3-5 years post-qualification experience
• Experience with  data analytics tools and strong excel skills are essential
• Experience in a financial services environment is required
• Proficient English skills. As our main business language, it's a must to be comfortable working in the language
• US GAAP experience preferred (or at least demonstrated ability to get up to speed quickly)
• Big 4 and/or start-up experience preferred
• Experience working with Netsuite an advantage
• Qualities:

• Service Mindset:
  

• Collaborative: Works well across departments, building strong relationships with teams and stakeholders to ensure financial processes align with company needs.
• Empathetic: Understands the needs of both internal teams and external customers, ensuring financial decisions benefit all parties involved.
• Integrity-driven: Always seeks to do the right thing, ensuring transparency in financial reporting and acting with honesty in all dealings

• Builder Attitude:
  

• Proactive: Takes initiative to identify and fix issues in financial systems and processes, without waiting for direction.
• Solution-oriented: Actively seeks ways to improve workflows, streamline processes, and enhance financial systems through innovation and automation.
• Growth-focused: Has a continuous improvement mindset, always looking for opportunities to grow personally and help the business evolve financially.

• Courageous Spirit:
  

• Strong Communicator: Provides and accepts direct feedback, using it as a tool for improvement and being unafraid to address conflicts or financial challenges head-on.
• Visionary: Thinks big and aligns financial strategies with the company’s bold aspirations, pushing the boundaries of traditional finance functions to support innovation.

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What the job involves

• Strategic Financial Planning: Lead the development of long-term financial models and business plans that align with the company’s growth objectives. Collaborate with leadership to evaluate potential fundraising, M&A, and other strategic initiatives, providing financial insights and scenario analyses.
• Financial Forecasting and Budgeting: Manage the annual budgeting process and build rolling forecasts for revenue, expenses, and capital expenditures. Track performance against forecasts, identifying key variances and providing actionable insights to stakeholders.
• Operational Financial Management: Oversee monthly, quarterly, and annual financial reporting, focusing on key SaaS metrics such as MRR/ARR, churn, CAC, and LTV. Work closely with functional leaders to align financial forecasts with operational performance and identify opportunities for optimization.
• Investor Relations and Board Reporting: Prepare financial presentations and reports for board meetings and investor updates. Ensure clear, transparent communication of financial performance, growth metrics, and strategic milestones to external stakeholders.
• Strategic Projects and Ad-Hoc Analysis: Lead cross-functional financial projects and provide data-driven recommendations for pricing strategies, market expansion, and product launches. Conduct ad-hoc analysis to support key business initiatives and drive process improvements.
• Team Leadership & Development: Mentor and manage a small finance team, fostering a collaborative, high-performance environment. Ensure alignment with strategic goals and encourage a culture of continuous improvement and financial excellence.

Who you are

• Education: BA/BS in Finance, Accounting, Business, Economics, or related analytical field (e.g. Engineering, Maths, or Computer Science).  MBA preferred.
• Experience and Leadership: 8+ years of experience in FP&A, corporate finance, or strategic finance roles. Experience in high-growth SaaS or technology companies. Strong understanding of SaaS metrics and financial modeling for subscription businesses. Experience working in a venture-backed start-up environment is highly desirable. Proven track record of managing and mentoring FP&A teams.
• Analytical and Technical Skills: Strong analytical mindset with the ability to turn data into actionable insights. Advanced proficiency in Excel/Google Sheets, financial modeling. Familiarity with financial planning software (ex: Abacum, Adaptive Insights, Anaplan), BI and Data Analytics platforms (ex: Looker, Mode, Metabase), and ERP systems (ex: Rillet, NetSuite, Sage) a plus. Knowledge of SQL.
• Communication: Excellent written and verbal communication skills, with the ability to clearly present complex financial information to non-financial stakeholders. Skilled in tailoring messages to diverse audiences, ensuring alignment on financial insights and risks. Proven experience communicating with executive leadership, delivering strategic recommendations, board presentations, and investor updates to drive key business decisions.  
• Personal Attributes:
  
  • High attention to detail and accuracy
  • A proactive problem-solver who thrives in a fast-paced, dynamic environment
  • Strategic thinker with the ability to manage both day-to-day operations and long-term planning
  • Strong interpersonal skills with the ability to influence and build relationships at all levels of the organization.

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What the job involves

• Financial Reporting: Oversee the preparation of accurate and timely financial reports, including balance sheets, profit & loss statements, and cash flow reports.
• Audit & Compliance: Ensure compliance with all regulatory requirements and coordinate audits (internal and external).
  
• Risk Management: Assess and manage financial risks, ensuring appropriate internal controls are in place.
  
• Tax Management: Oversee tax planning, filing, and compliance.
• Cross-Border Transactions: Ensure compliance with cross border transactions for accounting & taxation.

Who you are

• Education: Bachelor's degree in Finance, Accounting, or a related field. CA certification is preferred.
• Experience: 5+ years of experience in financial management, with a proven track record as a Finance Controller or similar role.
• Attention to Detail: Accuracy in financial reporting and analysis.
• Strategic Thinking: Ability to align financial strategy with the overall business objectives.
• Tools: Proficiency in financial software (e.g., Zoho, Microsoft Excel, Power BI, VBA). Knowledge of accounting principles and tax regulations.

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What the job involves

• Assist in managing the company’s domestic and international tax activities and strategy from planning to execution
• Provide relevant tax guidance to support business activities
• Build relationships and understanding within the business to support compliance and minimize risk
• Assess and communicate impact of changes in tax regimes in the countries where Payoneer operates
• Identify corporate domestic and international tax opportunities and elections with ability to model related impacts
• Research domestic and international tax issues, working with outside advisers as necessary
• Provide tax-related input on various business processes and products, helping to solve complex business issues
• On an ongoing basis, review and update the company’s transfer pricing policies and manage withholding tax issues
• Support local controllers around the globe on tax compliance issues
• Support in preparation of the annual domestic tax returns and financial statement tax provisions and disclosures
• Manage tax due diligence on future M&A projects
• Engage with regulatory authorities as needed

Who you are

• Bachelors degree in Accounting or Finance or related degree
• 5+ years of tax experience in public accounting, “Big 4” and top national firms; 3+ years specialized experience in either international tax or ASC 740 tax accounting is strongly preferred
• Ability to understand the business environment and apply the relevant tax principles, using practical methods to support the business owners’ needs and be able to clearly articulate those methods to relevant stakeholders
• Creative thinking and out of the box solutions for complicated processes
• CPA preferred
• Excellent analytical and technical tax skills
• Excellent verbal and written communication skills
• Collaborate with international leadership and process owners and manage relationships with external advisors
• Reliable, trustworthy, high level of integrity with strong service orientation

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What the job involves

• Partner closely with key stakeholders across the business
• Deliver key financial forecasting, along with insightful performance reporting and analysis, while engaging various stakeholders in the company
• Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan, and Modelling tools
• Develop and manage long-range strategic planning models
• Support the development of executive, Board of Directors, and investor presentations
• Establish, track and monitor key performance indicators (KPIs)
• Analyze and identify macro trends and drivers of the business
• Partner with the Data/Business Intelligence team to drive decision making

Who you are

• 5+ years of relevant professional experience in FP&A or corporate finance in a global public company; fintech or payments experience a plus
• Strong interpersonal and communication skills, capable of working closely with various members of management and operational teams across the organization and around the world
• A self-starter with extensive financial modeling experience who is hands on and results-oriented, with a track record of managing and delivering successful initiatives
• Ability to translate complex business operating models into clear financial performance
• Knowledge of SEC disclosure requirements and filings; technical competence with U.S. GAAP
• Bachelor’s degree in finance, accounting or relevant degree, MBA strongly preferred

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What the job involves

• Review revenue contracts, modifications, and terminations to ensure revenue is recorded accurately and timely in accordance with ASC 606 requirements.
• Research accounting guidance and document Company’s position on various revenue transactions.
• Perform monthly revenue close activities, including journal entries, reconciliations and flux analysis.
• Create efficiencies in accounting processes by implementing technology solutions and automation to streamline revenue close cycles.
• Provide guidance and support to cross functional teams during contract negotiations to ensure revenue recognition aligns with company policies and accounting standards.
• Develop and implement controls to mitigate risks and ensure accurate revenue recognition.
• Coordinate with external auditors to facilitate revenue-related audits and ensure compliance with regulatory requirements.

Who you are

• Bachelor’s degree in Accounting or Finance, CPA preferred.
• 5+ years of progressive experience in revenue accounting and operations at some combination of public companies, late-stage startups, and public accounting firms.
• Ability to prioritize, multitask, and work independently.
• Extensive analytical skills and comfort with managing data in Excel and/or data visualization tools.
• Solid understanding of internal controls and experience implementing or improving control processes.
• Excellent written and verbal communication skills with the ability to communicate with all levels within the organization.
• Strong leadership skills with the ability to manage and mentor

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What the job involves

• Leverage your financial background to support and influence key strategic and business decisions
  
• Design and provide analytical rigor to measure efficiency and ROI of investments in headcount and non-headcount expenses
  
• Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, monthly reviews, long-range plans)
  
• Build and own models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy
  
• Define metrics and leading indicators of business performance
  
• Partner with cross functional teams, such as Data Science, to develop reporting dashboards
  
• Drive continuous process improvement, standardization, simplification and reporting enhancements.

Who you are

• 3-5 years of relevant experience in strategic finance or FP&A
  
• A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications)
  
• Experience driving and executing on finance processes (e.g. budget, forecast reviews, negotiations)
  
• A proven ability to build strong collaborative working relationships with business partners
  
• A proven ability to be a self starter capable of driving business results without significant supervision
  
• The ability to maintain high performance under tight timelines and a “roll up your sleeves” mindset to get any job done
  
• The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
  
• Excellent communication and organizational skills, both written and verbal.
  
• Excellent problem-solving skills and demonstrated ability to work independently, analyze problems and data sets to make complex investigation decisions
  
• Strong knowledge of GSuite tools, Salesforce and MS-Office products and experience working with/analyzing contracts and large data sets using SQL.
  
• Independently analyze and evaluate information from various data sources to determine a course of action for a matched case
  
• Demonstrated experience partnering with cross-functional stakeholders
  
• Demonstrated history of taking on various types of challenging projects and producing results
  
• Solution-oriented mindset with enthusiasm for establishing best practices
  
• Self-disciplined, diligent, proactive and detail oriented

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What the job involves

• Consolidate Intuit results for customers, revenue, and expenses to deliver data driven insights on business performance and future implications for senior finance and business leaders
• Create executive presentations to deliver cohesive storylines for Intuit to Board of Directors and Sr. Intuit Staff.
• Lead 1 and 3-year strategic planning and forecast processes across Intuit
• Thoughtfully lay out dashboards and reporting to drive executive insights and decision making in support of our strategic and financial plans
• Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory
• Collaborate cross-functionally on strategic initiatives to deliver awesome results to the senior leaders and broader finance teams

Who you are

• BS in Finance or Economics (MBA Preferred) or equivalent work experience
• 10+ years relevant experience in a highly dynamic finance role (Global experience preferred)
• Strong understanding of investment management in a high growth Technology company (preferably SaaS)
• Self-motivated individual with demonstrated ability to both lead and drive analysis
• Trusted business partner who delivers operational excellence by understanding the needs of the business and identifying opportunities to improve financial results
• Detail-oriented with strong analytical, problem solving, and financial modeling skills
• Excellent collaboration skills, ability to work well within teams, and ability to coordinate across multiple organizations
• Strong communicator with proven ability to synthesize data into clear, direct and actionable senior Executive deliverables (e.g. dashboards, presentations, etc.)
• Passion for problem-solving, comfortable with ambiguity, creative and able to juggle multiple priorities

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Who you are

• Bachelor’s degree in Finance, Accounting, or Economics
• 2-4 years of progressively responsible financial or accounting experience in a SaaS organization or investment banking
• At least 2+ years of budgeting and forecasting analysis
• Advanced experience with Excel to create financial models
• Advanced experience with SalesForce reporting
• At least basic experience with PowerBI or other data visualization tools, preferably with exposure to SQL
• Proven analytical, critical thinking, problem-solving skills, and quantitative abilities
• Strong proficiency in PowerPoint and other basic Microsoft applications

What the job involves

• Partner with the FP&A Manager as it relates to quarterly forecasting, annual budgeting process, operating plan variance and special projects or ad hoc analyses
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, balance sheet, and cash flow, as well as non-financial key performance indicators across the business (sales, product, marketing, etc.)
• Monitor key performance indicators in PowerBI, financials, and other data sources; highlight trends and analyze causes of unexpected variances in KPIs and financials
• Assist in the annual budget processes, including developing key assumptions while working with business partners to ensure budgets are appropriate
• Support month-end, quarter-end, and year-end close of financial statements
• Maintain detailed financial models for budgeting, forecasting, and other long-term modeling needs
• Support the preparation of board reports, decks and analyses
• Serve as liaison between the business and Finance to detect and correct P&L issues, ensure appropriate cost control, accurate forecasting, and insightful business understanding
• Support leadership and HR in developing, enhancing, and tracking compensation plans
• Prepare quarterly commission payout calculations for sales organization
• Assist in other various strategic and operational projects and ad hoc analysis as needed

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Who you are

The ideal candidate will have the following key experience:

• Operating in a senior finance role (Director/VP of Finance, CFO) within a high growth, internationally scaling technology business (B2B, B2C, SaaS)
• Background in FP&A, accounting or commercial finance
• Building and leading a robust finance team
• Managing capital allocation, setting KPIs across all functions, and leading the weekly business review
• Operating in an international business where they would have played an integral role in expansion and growth in international markets
• Experience with setting up finance and/or accounting processes from scratch, including implementing finance management software
• Creating operational excellence in a scaling business; ensuring appropriate and robust systems around financial control, tax, and audit, under different jurisdictions at an international scale
• Experience with managing complex international tax issues

What the job involves

General Leadership

• Form part of the leadership team responsible for the successful and sustainable growth of Wheely
• Play a key role in setting the strategic direction of the business alongside the founders and senior leadership team
• Leverage the board and investors to help achieve goals, deliver meaningful business outcomes, and positively influence the strategic direction of the company
• Build, develop, and provide hands-on leadership to an effective Finance team (15+)

Investor Relations, Fundraising, and Transactions

• Shaping the equity story/supporting the founder & board on fundraising and fielding Q&A
• Maintaining and improving the drivers of shareholder value around; Incremental revenue, operating margin, cash generation, capital expenditure, working capital investment, cost of capital etc.

Strategy, Analysis & Modelling

• Lead the implementation of the financial planning system
• Drive performance management through the setting up and maintaining of OKRs, KPIs, appropriate business analysis, revenue projections, and forecasting processes to facilitate short, medium, and longer term business and operational planning across all functions to help decision-making
• Implementing a global financial consolidation across all aspects of the business, in order to leverage the existing markets in which Wheely operate and expand in to new ones
• Develop and grow the FP&A and commercial finance function across the unit economics, metrics and drivers that are key to Wheely model, supporting decision making across all functions of the business
• Develop a strong budgeting and forecasting process to support Wheely’s growth in existing markets as well as new market entry

Core Finance

• Leading the operational finance side of the business (budgeting, cash flow, forecasting, treasury, tax, and audit) and owning the weekly business review
• Preparation of management accounts, budgets, and forecasts for the business and monitoring performance against plans
• Interacting and managing key external relationships including investors, auditors, lawyers, and clients
• Consolidation of global revenues across all international markets
• Oversee all AR/AP, bookkeeping, and tax declaration processes

International

• Play an integral role in international expansion by ensuring Wheely has a financial structure that is fit-for-purpose, including the management of legal entities, international tax, transfer pricing, and currency exposure
• Wheely operates its platform internationally, and as such, is subject to complex local tax legislation. The CFO will need to understand and implement, including with the help of local advisors, effective tax measures that identify tax risks early and address them

Internal Process Development

• Owning and improving internal processes such as procurement, vendor management, and expense approvals
• Partnering with other functions (Legal, HR) to automate and streamline document flow and decision making process

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