Director of Finance

About Us:

Monarch is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching in 2021, we’ve become the top-recommended personal finance app by users and experts. Our goal? To take the stress out of finances so our members can focus on what truly matters.

We are a team of do-ers led by experienced entrepreneurs who are passionate about helping our members reach their financial goals. We are hyper focused on building a product people love and continuing to evolve based on user feedback.

As a fully remote company (even before COVID!), we welcome applicants from almost anywhere. Our team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.

Join us on our mission to transform lives by simplifying money, together.

The Role:

We are seeking a Director of Finance to own our FP&A function during a period of hyper-growth. Reporting directly to the CFO, you will build and scale our financial planning processes as we continue to expand as a business.

This role combines strategic financial leadership with hands-on execution, requiring someone who can both build models and translate complex financial insights into actionable business recommendations. You'll work closely with our leadership team to drive key decisions around growth investment, unit economics, and resource allocation while eventually building out our FP&A team.

What You'll Do:

• Financial Planning & Analysis (FP&A):

  • Own forecasting, budgeting, and scenario modeling to support data-driven decision-making.

  • Build and maintain our core financial models, focusing on user growth, revenue forecasting, cash management and unit economics

• Strategic Finance:

  • Partner with the CFO and leadership team to analyze business performance, evaluate growth opportunities, and prepare for future fundraising.

  • Lead monthly business reviews and variance analysis, providing actionable insights to leadership

  • Identify opportunities to improve business efficiency and unit economics

• Investor & Board Reporting: Support the CFO in preparing investor updates, board materials, and financial narratives, synthesizing complex financial data into clear narratives

• Operational Finance: Establish scalable financial processes around contract negotiations, cash flow management, and expense controls

• KPI Development & Reporting: Partner with our data analytics team to help define key financial and operational metrics and expand our automated reporting and dashboards, ensuring visibility across the organization.

• Cross-functional Collaboration: Work closely with teams across the company—including Growth, Product, and People—to align financial strategy with company objectives. Partner with department heads to develop and track budgets, headcount plans, and key metrics

• Systems & Automation: Implement and optimize financial tools and systems to improve efficiency and accuracy. Drive the integration of new technology and systems, including AI and forecasting tools

• Team Leadership & Management: Build and mentor a high-performing FP&A team as the company scales

What You'll Bring:

• Experience: 6-10 years of total experience, with a significant focus on Strategic Finance and preferably in consumer technology or subscription businesses. Started your career in Investment banking, management consulting, or a similarly high-stakes environment.

• Startup Experience: At least 2+ years in a high-growth startup that has gone through hyper-scaling—ideally from Series A to later stages. Excited about wearing multiple hats

• Analytical & Strategic Thinker: Comfortable navigating ambiguity, building models from scratch, and presenting insights to senior leadership. Advanced Excel skills and experience with modern FP&A and BI tools. Deep understanding of SaaS metrics and unit economics

• Bias for Action: Thrives in a fast-moving, ever-evolving startup environment. You’re not afraid to get into the weeds to solve problems.

• Systems & Process Builder: Experience implementing financial systems, automation tools, and scalable processes in a growth-stage company.

• Communication & Stakeholder Management: Strong ability to translate complex financial concepts into actionable insights for non-finance stakeholders.

• Mission-Driven & Collaborative: Passionate about building something from the ground up and excited to be a key player in our growth journey. Experience managing or mentoring team members preferred

• Education: Bachelor's degree in Finance, Economics, Accounting, or related field. MBA is a plus

Benefits :

• Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.

• Competitive cash and equity compensation in a hyper growth, early stage company 🚀.

• Stipend to set-up your ideal working environment.

• Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).

• Unlimited PTO.

• 3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.