InvestNext · 1 month ago
VP of Finance
United States
Full-time
Remote
Senior Level
$220K/yr - $250K/yrInvestNext is a company dedicated to simplifying real estate investment and creating accessible pathways for wealth-building opportunities. The VP of Finance will lead financial strategy and performance, collaborating with senior leadership to ensure the company's financial backbone supports all functions and drives business growth.
ConsultingFinancial ServicesFinTechFunding PlatformReal Estate Investment
Responsibilities
Own the company’s detailed spending plan
Develop guidelines for spend management
Design and run the annual planning process, including department level budgets, headcount and hiring plans, and investment cases
Align the budget with company financial goals, taking into consideration historical spend, revenue, and department requirements
Collaborate to develop department budgets, ensuring goals are supported; review regularly, and empower leaders to make informed decisions in budget management
Lead the strategy for the company’s long-term financial performance
Own the design and development of the company financial forecast; run quarterly and monthly re-forecasts, so leadership always has an up to date view, and show variances with corrective actions
Anticipate and adjust forecasts based on factors such as industry and market conditions, business outcomes, planned product evolution, etc.; as the financial expert, consult the ELT to inform business decisions
Participate as a consulted party in all initiatives that may impact company financials, providing expert guidance on implications and opportunities
Consider alternative financial scenarios when developing the ongoing company forecast to ensure the company is well positioned to adapt if expectations change, or to take advantage of new revenue opportunities
Keep executives informed and aligned on the financial strategy
Create and own the source of truth for company revenue and financial performance, including cash, operating expenses and SaaS metrics
Develop a centralized view of revenue and financial activity, standardizing data sources for transparency and precision, delivering monthly reporting packages to the CEO and ELT
Ensure timely delivery of data that departments need, such as collections updates
Provide the Board with required financial information and insights, assuring trust in our strategy and position through your presentation of data and dialogue
Own the company’s accounting practices
Develop and maintain excellent, precise accounting processes and practices
Oversee company payroll
Manage business insurance coverage, corporate taxes, and compliance
Own all billing and tax reporting processes
Manage the audit process, and ensure company financials are compliant
Establish standards for revenue recognition and consult with executives to ensure practices align, such as sales contract design
Serve as financial expert and strategist
Represent the company in finance-related discussions or negotiations, such as partner contracts for new lines of business
Maintain knowledge of industry and financial market trends to ensure the company forecast evolves realistically and responsibly
Ensure the ELT is aware of ongoing financial risks and opportunities, sharing strategic guidance for large company initiatives and direction, model alternative scenarios and advise ELT on tradeoffs
Consult as the financial expert when product features or services are being developed, such as new packaging strategies
Manage the company cap table and equity practices
Partner in growth and investment activities
Consult with the ELT to develop capital structure and fundraising strategies
Support investor and Board relations, building trust in our strategy and metrics
Play a key role in fundraising activity, from advisor to financial collateral manager
Cap table and asset management
Represent company financials as a collective responsibility, ensuring executives understand fiscal responsibility to the company above department
Work with department leaders to align their goals with our financial strategy, serving as a finance business partner cross-functionally
Ensure departments are following financial processes and structures, such as adherence to budgets and accounting practices
Empower executives to make smart budgeting decisions, such as reallocating if priorities change, while sharing your strategic insight to guide informed decisions
Consult with leaders where there are financial knowledge gaps to elevate collaboration and decision-making
Manage members of the Finance org with empathy and empowerment, serving as their mentor and growth partner
Exemplify, reinforce, and hold others accountable to our core principles
Listen and seek to understand, creating space for others to be curious and candid
Set a high behavioral standard in how you engage with others across the org, knowing you are a leader with explicit and implicit influence
Qualification
Required
Proven experience in financial leadership roles, preferably in a SaaS or professional services environment
Strong expertise in budget management, financial forecasting, and reporting
Experience in developing and maintaining accounting practices and processes
Ability to lead and mentor a finance team with empathy and empowerment
Excellent analytical skills with a strong understanding of financial metrics and performance indicators
Demonstrated ability to collaborate cross-functionally and serve as a finance business partner
Strong communication skills, capable of presenting complex financial information clearly to various stakeholders
Experience in strategic financial planning and capital structure development
Ability to navigate and lead through change in volatile markets
Entrepreneurial mindset with a focus on identifying opportunities and driving growth
Benefits
Robust 99% employer-paid medical, dental, and vision coverage
Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success
11 company-wide holidays per year
Uncapped paid time off, with minimums required to support our team’s work-life balance and help avoid burnout
401k with 100% employer match, up to 4% annual salary
100% WFH
Travel to spend time with the team, including company-wide and department offsites
Generous monthly budget to support your wellness and workspace
16 weeks of paid parental leave
Laptop of choice
Company
InvestNext
InvestNext is a real estate investment management platform that offers administrative expenses and portfolio management for investors.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$27.55MKey Investors
BeringeaWhitecap Venture Partners
2025-02-07Series B· $15M
2023-03-31Series A· $8.25M
2021-10-07Seed· $4.3M
Leadership Team
K
Kevin Heras
Co-Founder & CEO
M
Michael Gisi
Co-Founder
Recent News
PropTech Breakthrough
2025-08-13
2025-02-12
Company data provided by crunchbase