Director of Finance

Salary: $140-160K. With top performance, you are also eligible to become a shareholder in our company and earn equity. Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE. Location: Remote, anywhere in the continental U.S. Reports to: CFO Your Mission Lead our financial and accounting operations, drive strategic planning, and build a scalable finance organization. As a key strategic partner to leadership, oversee FP&A, accelerate automation and technology integrations across financial systems, modernize budgeting processes, and build advanced data analysis and insight capabilities to transform transactional operations into a strategic growth engine. Your Legacy As Director of Finance, you will build a scalable, high-performing finance organization that transforms transactional accounting into a strategic growth engine. By accelerating automation across Playbook OS, NetSuite, Stripe, and Brex, achieving a repeatable 10-day monthly close, and deploying predictive scenario modeling and real-time dashboards, you will establish robust financial governance, drive departmental accountability, and ensure long-term audit and exit readiness. Responsibilities • Strategic Financial Planning & Analysis (FP&A) : Oversee long-term financial modeling, forecasting, and strategic decision support for leadership. • Automation & System Integration : Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS. • Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days. • Data Analysis & Insight Generation : Build advanced data capabilities to deliver actionable financial insights that empower department heads. • Team Leadership & Organizational Scaling: Build, mentor, and scale a high-performing finance team capable of supporting rapid company growth. • Accounting & Compliance: GAAP compliance, external audit management, tax strategy, and multi-entity/subsidiary consolidation. • Treasury & Cash Management: Working capital optimization, free cash flow (FCF) forecasting, and cash buffer governance. • Exit / M&A Readiness: Data room preparation, quality of earnings (QoE) readiness, and board/investor reporting. Core Competencies and Qualifications • 8–12+ years of progressive finance experience , blending foundational accounting/controllership rigor with high-growth strategic FP&A. • Credentials : Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred. • Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus. • Strategic & Operational Range : Ability to zoom out for board-level scenario modeling and zoom in to troubleshoot complex multi-entity reconciliations or ERP data flows. • Executive Presence & Influence: A collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders Compensation Additional Information Our Core Values: Playbook's culture is based on a shared respect for our lived values HERE. Fit with our values is a critical component of our hiring process, and you and all of our colleagues are expected to live our core values in interactions with team members, customers, and stakeholders. An assessment of how you have exhibited our values is also an important part of your performance review process. Our Commitment To You: Playbook is committed to