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Finance Lead



Accounting & Finance
New York, NY, USA
Posted on Friday, May 17, 2024

Pinwheel - Helping banks win primacy with frictionless account activation solutions

Pinwheel helps banks win primacy by making switching direct deposits easy. Through exclusive and first-of-its-kind partnerships with payroll providers, Pinwheel can instantly authenticate consumers without credentials. This new product provides best-in-class conversion, greater security, better insights, and a seamless UX for switching direct deposits at the world's leading financial institutions.

Pinwheel's platform has enterprise-grade security protocols to power connections to over 1,800 platforms (covering up to 100% of US workers paid via direct deposit) and over 1.5 million employers. From that point of connectivity, leading fintechs and financial institutions (such as Block's Cash App, Citizens Bank, American Express, Discover, Acorns, Credit Karma, and more) leverage us to power direct deposit switching, earned wage access, income & employment verification, and build innovative new products.

Pinwheel is trusted and funded with $77M by top-tier investors such as Notable Capital, Coatue, First Round Capital, and more.

Who are we looking for?

We’re looking for an experienced Finance professional to join us on our mission. In this role, you will be responsible for strategic finance and day-to-day financial operations, and play a key role in strategic decision making. You will work closely with senior stakeholders including the CEO, CRO and Head of People, reporting into the Head of Finance

As a senior leader in the business, you will play a key factor in driving Pinwheel’s next stage of growth. More specifically you will be responsible for:

  • Developing and helping lead company-wide finance operations, including budgeting, forecasting, cash management, financial planning, financial analysis, accounting and financial reporting
  • Modeling out financial impact of business initiatives and providing recommendations to aid strategic decision-making and resource prioritization
  • Defining and tracking of monthly/quarterly key performance indicators, helping to continuously improve reporting frameworks and tools
  • Collaborating with RevOps lead to drive monthly financial reviews to understand forecast variances and identify key trends and areas for forecast improvement
  • Liasing with other external parties e.g., 3rd party accounting team, tax advisors, banks, etc.
  • Assisting with investor relations, board materials, fundraising, diligence requests, and other external facing activities on an as-needed basis

What experience, skills, and qualifications are necessary?

  • 5-6+ years of finance experience, both at an investment bank or PE firm, and in-house at an early stage SaaS company in an FP&A role
  • Experience in Fintech or usage-based business models a plus
  • Ability to thrive in a fast-paced environment; demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problems
  • Strong problem solving and analytics skills, including deep experience with financial modeling
  • Strong organizational skills, attention to detail

Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company.

Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey.

Build Something Revolutionary - Help build the consumer data infrastructure of the future.

Belong - Join a community that is passionate and relentless about building fairer financial systems for all.

Benefits included:

  • Great compensation & equity packages

  • Full medical, dental, and vision benefits

  • Life & short-term disability insurance

  • Unlimited vacation

  • Paid parental leave

  • 401K for retirement planning

  • Mentorship opportunities

  • Free Citibike membership

  • Pet friendly offices and Zoom spaces

At Pinwheel, total compensation is made up of salary + equity + benefits. We recruit motivated and high performing talent, and work to compensate people in line with the value they can bring to the organization in delivering outsized results. The talent market is competitive, and maintaining our ability to recruit and retain the best team possible is a top priority for Pinwheel. When creating an offer, we consider interview performance, candidate experience, external market competitiveness, and internal equity in thoughtfully assessing compensation. The expected cash salary range for this role is $160,000-$200,000

Diversity & Inclusion at Pinwheel

At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

As part of our commitment to health and safety, Pinwheel requires employees to be fully vaccinated against COVID-19 as permitted under applicable law.