Finance Lead - New York, United States - pinwheel corp

Description

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 FinanceAs 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 reportingModeling out financial impact of business initiatives and providing recommendations to aid strategic decision-making and resource prioritizationDefining and tracking of monthly/quarterly key performance indicators, helping to continuously improve reporting frameworks and toolsCollaborating with RevOps lead to drive monthly financial reviews to understand forecast variances and identify key trends and areas for forecast improvementLiasing 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 basisWhat 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 roleExperience in Fintech or usage-based business models a plusAbility to thrive in a fast-paced environment; demonstrable track record of being scrappy, and finding creative solutions to tough, and oftentimes ambiguous problemsStrong problem solving and analytics skills, including deep experience with financial modelingStrong organizational skills, attention to detailBest time to join

• Our company is small but wellfunded, 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 packagesFull medical, dental, and vision benefitsLife & short-term disability insuranceUnlimited vacationPaid parental leave401K for retirement planningFree Citibike membershipPet friendly offices and Zoom spacesAt 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-$200,000Diversity & 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.

For government reporting purposes, we ask candidates to respond to the below self-identification survey.
Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Pinwheel's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.

Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S.

military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305Page 1 of 1OMB Control Number Expires 04/30/2026Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.
Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Pinwheel's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.

Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S.

military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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