Finance & BizOps Manager, Capitalize
$100-140k
+ Equity
4 days a week in office
401k management solution
Be an early applicant
401k management solution
21-100 employees
Be an early applicant
$100-140k
+ Equity
4 days a week in office
21-100 employees
Company mission
Capitalize's mission is to make it easier for people to save for their retirement.
Role
Who you are
- Capitalize is looking for an ambitious self-starter for a dynamic role that spans Finance, Operations, Growth and People
- If you have experience in early-stage startups, thrive in cross-functional environments, and enjoy going from 0-1, we want to hear from you!
- 5+ years of relevant work experience (ideally some combination of investment banking / private equity and experience at a high-growth startup in a strategy, finance, or operations role)
- P&L fluency and advanced financial modeling skills
- A growth mindset, with a demonstrated ability to work across multiple functional areas of a business and drive both strategy and execution
- An ownership mindset, with obsessive attention to detail and a high bar of excellence
- Well-honed interpersonal skills; with excellent written and verbal communication
- A fearless ‘get it done’ attitude, with the ability to find creative solutions to make progress in the face of obstacles and ambiguity
- A plus: experience in Fintech or another highly-regulated industry such as Insurtech or Healthtech
What the job involves
- You’ll gain exposure to all of these functional areas, which will help build an incredible portfolio of generalist skills to set you up for success
- If you have an interest in focusing on one of those verticals, you’ll have opportunities to grow in that direction as well
- This role will have high visibility across the executive team and will require you to solve complex, interesting challenges of a rapidly-scaling startup
- As an early member of our Operations & Finance team, you will have a large and direct impact on our success, and get the opportunity to grow your career and responsibilities significantly over time
- Strategic Finance: You’ll own the day to day of our finance function, including working with external vendors on monthly close, running our AP/AR motions, managing our budgets, and optimizing our economics
- Business Operations: Lead cross-functional initiatives and ensure clear communication and accountability across stakeholders. You’ll get to be a trusted problem-solver and thought partner to teams across the business
- Stakeholder Management: Create exec-ready materials (decks, dashboards, internal briefs), compile investor updates, and contribute to board materials
- Special Projects: Own key initiatives end-to-end, from ambiguous goals to first-principles strategy and execution. Whether it's setting up a new business function, testing new user acquisition channels, or building a business case for a new product, you’ll be hands-on with the work that matters most
- Who You'll Work With:
- Aditi Bhatia, VP of Operations & Finance (manager)
- Gaurav Sharma (CEO, Co-Founder)
Our take
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
6% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2024
$19m
SERIES B
Aug 2022
$10m
SERIES B
Total funding: $45.5m
Company benefits
- Remote friendly anywhere in the United States with an office space in New York City
- Equity plan
- Health and dental insurance with 100% premium covered for you
- Flexible work hours and vacation policy
- Paid parental leave
- Fitness perks
Company HQ
Murray Hill, New York, NY
Leadership
Gaurav Sharma
(CEO)Previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management. Is an Investor at Greenlight Capital.
Christopher Phillips
(CTO)Started out as an Analyst at Morgan Stanley. Was SVP of Product Platform and Technology at Ask, and CTO of IAC.
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