LearnLux Financial Wellbeing · 1 day ago
Vice President of Finance
United States
Full-time
Remote
Senior Level, Lead/Staff
$180K/yr - $225K/yr
10+ years expLearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. As the Vice President of Finance, you will lead the company’s financial strategy, operations, and execution, ensuring the financial foundation needed to support growth and driving financial discipline across the business.
EducationFinancial ServicesFinTechInternet
Responsibilities
Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning
Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making
Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP
Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business
Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability
Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities
Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics
Manage tax, audit readiness, and regulatory compliance in collaboration with external partners
Contribute to capital planning, investor communications, and future fundraising preparation as needed
Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales
Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution
Qualification
Required
10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses
Proven experience building and operating finance functions in Series A+ or growth-stage startups
Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution
Deep understanding of GAAP, audits, internal controls, and compliance requirements
Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight
Demonstrated ability to operate independently and take full ownership in environments with limited structure
Familiarity with global financial operations, including contractors and multi-currency considerations
Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar)
Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights
Bachelor's degree in Finance, Accounting, Economics, or a related field required
Preferred
Experience in the benefits and wellness industry is heavily preferred
MBA, CPA, or equivalent credentials are a plus
Benefits
Remote-first company structure
Medical, dental, and vision
401(k)
Mental wellbeing (Talkspace)
Financial wellbeing (LearnLux)
Equity (Full-time employees)
Paid vacation and sick leave
Paid sabbatical after 5 years of service
A supportive, inclusive team culture
Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
Company
LearnLux Financial Wellbeing
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$24.16MKey Investors
Crosslink CapitalDCU FinTech Innovation Center
2024-02-13Series Unknown· $7.1M
2022-09-29Series A· $10M
2020-05-05Series Unknown· $4.66M
Leadership Team
Rebecca Liebman
Co-Founder & CEO
Michael Liebman
Co-Founder & COO
Recent News
Company data provided by crunchbase