Director of Finance, Derivative Path

CA$175-215k

+ Eligible for a discretionary bonus and equity

Excel

Google Sheets

NetSuite

Quickbooks

Senior and Expert level

Remote from Canada

Unified capital markets platform

Be an early applicant

Unified capital markets platform

101-200 employees

FintechB2BSaaSVenture CapitalCapital Markets

Be an early applicant

CA$175-215k

+ Eligible for a discretionary bonus and equity

Excel

Google Sheets

NetSuite

Quickbooks

Senior and Expert level

Remote from Canada

101-200 employees

FintechB2BSaaSVenture CapitalCapital Markets

Company mission

To democratize access to capital markets products and technologies for all market participants.

Job

Company

Role

Who you are

This role requires someone who thrives in a fast-paced environment and can wear multiple hats while building scalable financial processes
We're looking for a "player-coach" and someone looking to take the next step in their career
CPA designation minimum 4+ years of progressive experience in the field or related field
2-3 years of controller experience, preferably in high-growth companies reporting on US GAAP
Strong FP&A background with experience in budgeting, forecasting, and variance analysis. Familiarity with SaaS metrics and recurring revenue models
Experience preparing consolidated financial reports and supporting parent company reporting
Advanced Excel/Google Sheets and financial modeling
Experience with modern accounting software (NetSuite, QuickBooks Enterprise, or similar)
Strong attention to detail while maintaining big-picture perspective
Strong problem-solving skills and bias toward action
Entrepreneurial mindset with ability to work with limited resources
Excellent communication skills for cross-functional collaboration
Ability to mentor and develop junior team members

What the job involves

This is a unique opportunity to join a finance function at a critical growth stage, working with a lean, high-performing accounting team in a dynamic startup environment
As Director of Finance, you'll be reporting directly to the CFO, responsible for all aspects of financial management and reporting
Manage month-end close process
Prepare and review US GAAP financial statements and management reports
Ensure compliance with US federal and state tax regulations and filings
Coordinate annual audit with external auditors
Optimize existing accounting systems and evaluate new solutions as needed
Serve as the primary financial business partner to CFO and senior leadership team
Support CFO in board reporting, investor relations and fundraising
Maintain executive dashboards and KPI reporting for operational metrics
Drive annual budgeting and quarterly business unit reviews
Provide financial analysis for pricing decisions and contract negotiations

Our take

Derivative trading often proves unattainable for many organizations due to barriers like limited access, complex compliance regulations, and intricate hedge accounting procedures. Derivative Path effectively addresses these challenges through its capital markets platform.

A key strength of Derivative Path lies in the collective expertise of its team, comprising seasoned professionals with backgrounds in private equity and venture capital from reputable institutions like Wells Fargo and Barclays. Leveraging this hands-on experience, the company adeptly meets the needs of financial institutions and trading firms. Providing institutions with a more efficient avenue for accessing capital markets, earning the company an impressive client roster that includes Simmons Bank and United Community Bank.

In the rapidly evolving landscape of capital markets technology, companies like AlphaSense vie for prominence. However, Derivative Path distinguishes itself by its dedicated focus on derivatives and an array of tools, differentiating itself from other trading fintechs primarily centred on data analysis.

Steph

Company Specialist at Welcome to the Jungle

Insights

35% employee growth in 12 months

Glassdoor (4.4)

Company

Funding (1 round)

Jun 2020

$35m

GROWTH EQUITY VC

Total funding: $35m

Company benefits

Competitive bonus, base salary, and equity compensation
40 hours of sick time
18 days of PTO
Hybrid work environment within the US
Paid parental leave
401K matching at 3%
Competitive health benefits including HSA and FSA options, life insurance, and short-term disability

Company HQ

Walnut Creek, CA

Leadership

Pradeep Bhatia

(Co-Founder & CEO)

Started as an Investment Banking Associate at US Bank, before joining Societe Generale as VP of Leveraged Finance. Was Head of Bank Coverage at Wells Fargo.

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