Head of Finance, Copilot Money

• 8+ years of experience in finance, accounting, or strategic finance, with a minimum of 2 years in a startup / tech environment
• Comfortable operating as a hands-on finance leader who can both set strategy and execute day-to-day work
• Strong foundation in financial modeling, forecasting, and analysis, with a clear understanding of subscription-based businesses
• Experience owning or partnering on accounting, audits, taxes, and financial compliance
• A trusted, thoughtful partner to executives, with the ability to communicate financial insights clearly to non-finance stakeholders
• Highly organized, detail-oriented, and proactive, with a strong ownership mentality
• Excited about building systems and processes from the ground up
• Passionate about Copilot Money’s mission and motivated by helping people feel more confident and in control of their finances
• Based in NYC

Desirable

• We're seeking a Head of Finance to join our growing team. In this role, you’ll own all financial responsibilities across the business, from day-to-day financial operations to strategic planning and long-term financial strategy, while building the foundation for a scalable finance function
• You’ll report directly to our CEO and serve as a key thought partner to the leadership team
• Own Copilot Money’s financial strategy, planning, and execution across budgeting, forecasting, and cash flow management
• Lead monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting
• Develop and maintain financial models to support strategic decision-making, product investments, and growth initiatives
• Partner closely with the CEO and leadership team to provide insights on company performance, unit economics, and key metrics
• Oversee accounting operations, including working with external accountants, payroll, taxes, and compliance
• Prepare materials for the Board and investors, including financial reporting, runway analysis, and fundraising support
• Establish and improve financial processes, controls, and systems as the company scales
• Support pricing, monetization, and go-to-market decisions with data-driven financial analysis
• Act as a cross-functional partner to Product, Engineering, and Operations teams to align financial strategy with company goals