Vice President of Finance, Plume

• Humility and an earnest desire to transform healthcare and increase access to healthcare for underserved populations
• SaaS or Tech industry experience
• 8+ years of strategic financial management experience with a CPA or CFA certification and previously held a Vice President level role
• 8+ years of financial modeling, forecasting, budgeting experience and knowledge of US GAAP and other relevant financial regulations/reporting standards
• Experience with venture debt vetting, assessment, and strategy, as well as managing organizations through fundraising events in a Venture Capital-backed, fast-paced, high-growth startup environment (preferably Series C and higher)
• Experience developing financial models for fundraising needs (ideally Series C and above), utilizing finance strategy to guide through the fundraising process
• Managing the preparation & delivering executive presentations for Board / Investors
• Strong leadership experience with excellent communication, presentation, and negotiating skills. Must be able to thrive in a start-up environment
• Strategic Finance, FP&A analysis, and Scenario Planning experience
• Experience reviewing & managing term sheets for investors as well as venture debt lenders
• A passionate and compassionate leadership style with a strong growth mindset and desire to strive for excellence, continuous improvement, and openness to feedback and coaching

Desirable

• Proactively monitor and analyze market trends, executing strategies to respond to changes (ie, navigating through changing macroeconomic environments/future fundraising scenarios). Use this information to lead annual and quarterly planning discussions, tie business initiatives and goals to the financial plan, maintain the Strategic Plan, Annual Operating Plan, rolling forecasts/proformas, and department budgets
• Generate a variety of operational and financial ad-hoc, modeling, scenario, sensitivity, correlation, and optimization analyses, as well as make recommendations related to the organizational runway and resource allocation
• Develop and implement financial plans and strategies to support the company's overall goals and mission, and create cross-functional partnerships with business leaders to ensure top and bottom-line goals are achieved
• Create models, develop solutions, and implement a comprehensive ROI framework to analyze, forecast, and identify areas of improvement and inform decisions on capital allocation across business units for the active management of our business’s growth, financial performance, margins, expansion plans, and overhead, evaluating product-level unit economics and the impact of initiatives in S&M, R&D, & Ops
• Lead the company's equity and financial forecasting strategy, including 409A valuation and cap table management (e.g. Carta), and deliver timely monthly reporting to provide insights to management into key trends that are emerging in the business, leading conversations with the board related to financial strategy, performance, and results
• Manage the development of reporting processes and preparation of financial reports, including balance sheets, income statements, and cash flow statements to provide actionable insights about organization performance
• Partner with the leadership team to create internal financial operational processes/workflows to ensure balanced budgeting, support financial close processes and provide variance analysis, and use this information to define KPIs and create dashboards that provide a consolidated view of important operating and financial metrics across the company
• Lead business performance analysis to determine key insights, develop the business narrative to clearly communicate them, and prepare executive reports, presentations, board materials, and investor updates. Create materials for future fundraising processes, and manage/oversee the people and systems that support the financial well-being of the organization and support the Achievement of Revenue, Margin, and Earnings Targets by owning financial operations such as accounting, accounts payable, accounts receivable, payroll, and tax compliance
• Develop and maintain relationships with external partners, including investors, banks, and auditors; create cross-functional partnerships to identify and implement increased operational efficiencies, synergies, and cost-saving opportunities, and work with the senior management team to ensure alignment with the company’s mission and values
• Work with our People & Culture Team and General Counsel to ensure compliance with applicable laws, regulations, and reporting requirements
• Develop, lead, and manage Finance & Accounting related strategy, goals, and OKRs and ensure adherence to US GAAP and other reporting and compliance standards
• Other responsibilities as required by the business