Director, Finance Operations

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. Graphite Financial is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting and finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. Graphite bridges the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Tax leaders.

We are looking for a Director, Finance Operations to join our growing FP&A team. Ideal candidates have experience leading teams in financial analysis and reporting, budgeting and forecasting, and data analysis and presentation. If you are analytical, inquisitive, and enjoy diving into financial data, you’re in the right place. We believe data is meaningless if it doesn’t tell a larger story. Candidates should be skilled in presenting financial results clearly with high-impact visualizations and other presentation tools. This is a client-facing role and candidates should be confident leading client discussions independently, delivering and interpreting financial results, and providing fundraising support. Candidates with early-stage startup experience in finance, or FP&A roles are preferred, as are candidates with client-service experience and CPG or SaaS industry experience. 

As the Director of Finance, you will sit at the intersection of strategic delivery and operational scaling, ensuring that Graphite’s 'Finance-as-a-Service' model remains the gold standard for early-stage startups. This is a "Player-Coach" role. 

You will lead by example with a curated book of high-impact clients while simultaneously building the systems, capacity planning models, and talent pipelines that allow your team to thrive.

Graphite Financial is redefining the “finance department” for early-stage companies. We deliver high-caliber accounting/finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. Graphite closes the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Accounting Managers. 

Some of What You’ll Do:

• Day to Day Finance Department Leadership
• • Leadership: Lead a team of Senior Managers and Analysts in delivering these services to clients, including coaching on execution, prioritization, and delivery leadership- this includes performance reviews and other managerial responsibilities
  • Resourcing: Own resource planning across the Finance service offering
  • Hiring: Partner with People Ops to assist in the recruiting and hiring process process. Including, overseeing the onboarding of new finance team members.
  • Scoping: Support in reviewing potential client needs to understand and bridge the gap between our sales team and client; internal skillsets, capacity, onboard timelines and expectations.
  • Customer & team advocacy: Intervene when things are not going the way we expected; whether a client has a change happening and needs different support, a client is unhappy or has mismatched expectations, or restaffing is required. Bridge the gap between the client and the team.
  • Oversee onboarding: Ensure onboarding flow is well developed, repeatable and executed on
• Client Service (for a subset of clients (~50% of time)
• • Lead service delivery to Graphite clients and act as their principal financial partner
  • Build financial dashboards that use visualization to communicate results and tell a “story”
  • Prepare and present comprehensive monthly financial reports to multiple clients, including all financial statements, trend reporting, budget vs. actual reporting, and key metrics
  • Develop assumptions-driven financial models that empower clients to forecast company performance, assess headcount and resource needs, manage runway, and plan for fundraising
  • Work closely with client teams to understand key performance drivers for their business
  • Prepare detailed reporting on unit economics and margin analysis
  • Lead annual and quarterly budgeting processes for multiple clients
  • Collaborate with accounting teams to understand underlying data
  • Perform ad-hoc analysis for clients on pricing strategy, margin sensitivity, cash burn scenarios, etc.

Who you are:

• 10+ years’ experience in financial planning, analysis, and reporting
• 5+ years of experience managing high-performing finance teams”
• Bachelor’s degree in Accounting or Finance with knowledge of GAAP/accrual principles
• Deeply analytical with advanced Excel skills
• Confident and polished presenter of complex financial metrics and analysis 
• Excellent written and verbal communication
• Proficient with Business Intelligence platforms (i.e. Tableau, PowerBI, Grow, Looker, etc.)
• Expertise with cloud-based accounting, reporting and FP&A platforms (i.e. QBO, Xero, Rillet, Aleph, LiveFlow, Mosaic, Runway, etc.) 
• Highly organized, ability to prioritize work, meet deadlines, and manage multiple clients
• Ability to work independently, as well as collaborate with a virtual team
• Exceptional analytical, reasoning, and problem-solving skills
• Aligned as a partner with the client team
• Ability to deliver a polished and professional presentation
• Comfortable with ambiguity in order develop work product to meet the needs of a variety of client industries and stage of operations

Comprehensive Benefits & Perks:

• Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
• Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
• Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
• Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.
• 401k: With a company match