Job summary
Job post source
This job is directly from Advisor360°
Job overview
The VP of Strategic Finance at Advisor360° is a key leadership role responsible for shaping the financial strategy of a fast-growing SaaS company, reporting directly to the COO.
Responsibilities and impact
Daily responsibilities include developing financial strategies, leading budgeting and forecasting, managing financial operations, and mentoring the finance team while ensuring compliance with financial regulations.
Compensation and benefits
The compensation package includes competitive base salaries, annual performance-based bonuses, equity sharing, comprehensive health benefits, and an unlimited paid time off program.
Experience and skills
Candidates should have 15-20 years of finance and accounting experience, including 10 years in SaaS, with a proven track record in financial leadership and strategic investments.
Career development
Opportunities for professional growth include leading a finance team, mentoring, and preparing for potential IPO readiness, allowing for significant career advancement.
Work environment and culture
Advisor360° promotes a diverse and inclusive work environment, valuing innovation and collaboration among employees from various backgrounds.
Company information
Advisor360° is a dynamic SaaS company focused on financial services, committed to growth and innovation in the industry.
Team overview
The finance team will be led by the VP, consisting of professionals handling FP&A, accounting, treasury, and compliance, fostering cross-functional collaboration.
Job location and travel
This role is hybrid, requiring 3 days onsite at the Needham, MA headquarters.
Unique job features
This position offers the unique opportunity to influence the financial trajectory of a growing company and engage in hands-on work in a fast-paced environment.
Company overview
Advisor360° is a leading provider of integrated wealth management software designed to streamline financial advisors' workflows. The company generates revenue through subscription fees for its comprehensive platform, which includes tools for client relationship management, financial planning, and portfolio management. Founded in 2018, Advisor360° has quickly established itself by leveraging cutting-edge technology to enhance advisor-client interactions and improve operational efficiency. The company's innovative solutions have made it a trusted partner for financial advisory firms seeking to optimize their service offerings.
How to land this job
Tailor your resume for the VP, Strategic Finance role at Advisor360° by emphasizing your extensive experience in finance and accounting, especially in SaaS environments, to demonstrate your ability to shape financial strategies for growth.
Highlight your leadership skills, particularly in building and mentoring finance teams, as well as your experience in budgeting, forecasting, and financial due diligence to align with the key responsibilities outlined in the job description.
Apply through multiple channels, including Advisor360°'s corporate site and LinkedIn, to maximize your exposure and chances of landing the role.
Connect with professionals in the finance division at Advisor360° on LinkedIn to gain insights into the company culture and the specific qualities they are looking for in a candidate; ice breakers could include discussing your shared interest in financial innovation or recent industry trends.
Optimize your resume for ATS systems by incorporating specific keywords from the job description such as 'financial strategy', 'SaaS', 'mergers and acquisitions', and 'risk mitigation' to ensure it passes initial screenings.
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