Director of Finance

About the Role

At LearnLux, you will be building a product that can change someone's life. Our success is in helping members achieve their personal financial goals, including getting out of debt, buying a home, getting on track for retirement, and more. Reporting to the COO, LearnLux’s Director of Finance will be broadly responsible for traditional finance responsibilities, including accounting and reporting, financial operations, financial planning and analysis, and tax, in addition to other operational areas. You will work across all teams at LearnLux to ensure we’re constantly improving efficiency and productivity. We’re a fast growing company with plans to scale significantly in 2025.

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

Key Responsibilities

• Priorities at LearnLux will start with serving as a key advisor to the CEO, COO, and Board, offering well-thought-out perspectives and leadership on options for growth, financing transactions, and operational excellence.
• Implement rigorous processes around real-time forecasting, reporting and analysis of key metrics, revenue operations, and vendor management.
• Finance business partner support as needed across global operations, legal & compliance, contracts, and people operations, including compensation and benefits planning.
• Supervise and raise the level of the accounting and finance organization and core processes to ensure the integrity and timeliness of reporting on financial condition and results by:
• Overseeing both internal staff and external service providers;
• Integrating data into financial reports and projections; and
• Developing and documenting business processes and internal controls, ensuring that these are implemented to achieve compliance with GAAP and applicable federal, state, and local regulatory requirements for financial, tax, and compliance reporting.
• Establish and strengthen personal and company relationships and communicate effectively across various levels inside and outside of the organization through:
• Preparation of concise and insightful financial reporting for the board of directors, investors, and executive management; and
• Providing financial information, business partnering, and support to divisional leaders in a way that empowers them to make decisions.
• Demonstrate the ability to expand personal leadership generally, and specifically to strengthen and scale other company administrative and shared functions after the financial priorities have been addressed.

You Should Have

A track record that includes demonstrated success in the company’s prioritized areas.
Integrity, professionalism, interpersonal skills, team building, communication, ability to drive change, and a process orientation.

Nice to Haves

• Masters degree and/or CPA is a plus.
• Experience wearing many hats outside of finance - e.g., HR, operations, legal, compliance
• Involvement/experience with venture capital fundraising processes

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (full-time employees)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! Please email additional info to [email protected].