What we do at Codat
Codat helps banks, FI's and fintechs create stronger, data-driven relationships with their business customers. Our platform makes it easy for banks to access, synchronize, and interpret data from customers' financial software, enabling critical use cases such as supplier onboarding for commercial card and virtual card programs, accounting automation and underwriting business loans.
Who do we need, and why?
We are looking for a Finance Manager to join on a maternity cover to ensure the seamless continuity of our financial operations.
This role will own critical functions assisting with; professionalising our transaction cycles, and ensuring our rigorous month-end process continues to run smoothly.
Key responsibilities of the Finance Manager
This role will play a critical role in our operation stability and strategic decision making. Key responsibilities will include:
Improve the Order-to-cash cycle: By owning the full order-to-cash cycle (billing, revenue recognition, collections), they will ensure we are invoicing accurately and collecting cash efficiently, directly strengthening our financial position.
Enable Data-Driven Decisions: By project managing a timely and accurate month-end close to an audit ready standard, they will provide the leadership team with reliable financial data, which is crucial for budgeting and forecasting.
Owning Finance Operations: By managing sales tax compliance, payroll, and accounts payable, they will ensure we meet our statutory obligations, reducing financial and reputational risk as we grow.
Create Scalable Foundations: This individual will build and refine the processes that underpin our financial health, allowing the rest of the business to operate and expand with confidence.
What you’ll bring to the team
Pride in the accuracy of your work, you’ll set a high standard for work and help motivate those around you with a commitment to quality.
Ability to communicate complex financial information clearly to non-finance stakeholders.
Able to handle and resolve conflict effectively from discussing overdue invoices with customers through to presenting financial results.
A continuous improvement mindset, you focus on ways to improve processes: through automation, scalability and efficiency to support our goals
Excellent at working cross functionally, specifically with the People team for payroll and GTM for order-to-cash.
A genuine interest and knowledge of the FinTech/Saas industry including nuances of SaaS accounting.
How are values aligned with this role
Useful: They ensure our financial data is precise and delivered on time, making it a truly useful asset for strategic decision-making across the business.
United: They act as a central hub, working closely with multiple departments to ensure the financial components of our operations run smoothly. They prioritize the company's financial health in all cross-team interactions.
Unstoppable: They build robust, scalable financial processes that won't break under the pressure of growth. They embrace the challenge of creating a finance function that can keep pace with our ambition.
This role is a 12 month FTC Maternity leave cover
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What We Do
Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market. We have offices in London, New York, San Francisco, and Sydney. We are a privately held company, and have recently closed our Series B funding and are funded by Index Ventures, Tiger Global, American Express, PayPal and a line-up of world class angel investors.
Why Work With Us
We are a people-first company that not only values our relationships with our clients and partners, but our internal employees as well. We promote from within and pride ourselves on creating a diverse, yet inclusive environment where we can collaborate, create, strategize, and grow together. We work hard, play hard, and win big.
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