Director of Financial Operations

About RevOptimal:

RevOptimal is building the future of privacy-conscious identity resolution for advertising. Instead of relying on outdated identifiers like cookies, IP addresses, or device IDs, we resolve identity using deterministic, people-based signals to help advertisers reach real audiences with greater precision and confidence.

Our solutions power smarter audience targeting, cross-device attribution, and curated private marketplaces—helping brands and agencies make their data work harder.

The role:

RevOptimal is seeking a Director of Financial Operations to lead our accounting and FP&A functions. The Director of Financial Operations will report to the Chief Operating Officer and serve as the company's senior finance leader and sole point of accountability for accounting, financial reporting, payroll, and FP&A. This is a hands-on individual-contributor role with the opportunity to build and lead a team as the business scales.

What you'll do:

Accounting & month-end close

• Own full-cycle accounting, including AP, AR, general ledger, journal entries, accruals, and deferrals.
• Run a month-end close and deliver a timely P&L, balance sheet, cash flow statement, and variance commentary.
• Design and document internal controls and repeatable processes, including the close checklist, revenue recognition policy, and expense policy.

Revenue operations & billing

• Administer revenue operations: validate monthly platform usage reports, calculate and reconcile partner revenue shares under multiple contractual structures, and follow up on delinquent reporting.
• Produce customer and partner invoices through the company's billing and CRM systems, and manage AR aging and collections.
• Apply GAAP revenue recognition to usage-based, revenue-share, and pass-through arrangements.

Accounts payable, receivable, & cash management

• Review, approve, and process vendor and partner payments in accordance with contracted terms.
• Manage cash and working capital across staggered platform and partner payment cycles with varying net terms.
• Own vendor onboarding and the AR cadence.

FP&A & financial modeling

• Own the company financial model, budget-to-actuals reporting, scenario planning, unit economics, and rev-share margin analysis by partner and platform.
• Prepare the monthly leadership reporting package and board-ready financial materials.

Compliance & advisory coordination

• Manage tax and regulatory compliance, including sales and use tax, 1099 filings, state registrations, and audit preparation.
• Coordinate with external tax and audit advisors.
  

Required Qualifications:

• Active CPA license.
• Five to eight years of progressive accounting and finance experience, including a minimum of two years as a Director of Finance/Financial Operations, Controller, Assistant Controller, or Senior Accounting Manager.
• Direct experience at an AdTech, MarTech, Tech/Data, SaaS, or online marketplace company, with a working knowledge of revenue-share structures, usage-based billing, multi-party flow-through revenue, and platform-driven payment timing.
• Strong command of GAAP revenue recognition (ASC 606) as applied to usage-based, revenue-share, and pass-through arrangements.
• Demonstrated FP&A capability, including the ability to build and maintain a driver-based financial model.
• Experience with Quickbooks and financial system integrations. 
• Advanced proficiency in Excel and Google Sheets, and working experience with a general ledger system, CRM, and AP automation tools.
• Extremely strong attention to detail paired with sound commercial judgment.
• Ability to operate independently and own the Finance and Accounting function end-to-end.
  

Preferred / nice-to-have

• Experience with modern ERP, AP, and procurement platforms.
• SQL proficiency or experience partnering with data and engineering teams on revenue data pipelines.
• Experience supporting institutional fundraising, M&A due diligence, or a financial audit.