The Role
Lead Greenlight's strategic finance function: build and manage the team, own company-wide planning (budgeting, forecasting, long-range), provide financial modeling and scenario analysis for product and commercial teams, support month/quarter close and audit alignment, prepare board reporting, and lead diligence for M&A/partnerships. Serve as a strategic partner to the CFO and executive team to drive high-impact decisions and scalable financial processes.
Summary Generated by Built In
Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family’s future. Kids and teens learn to earn, save, spend wisely, and invest.
At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It’s no small task, and that’s why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it.
We are seeking a Senior Director, Strategic Finance to lead Greenlight’s strategic finance function and take it to the next level. This role owns company-wide financial planning, forecasting, and strategic decision support end-to-end, and serves as a direct strategic partner to the CFO and executive leadership team. Beyond the traditional finance remit of budgets, forecasts, and monthly/quarterly reporting, this individual will lead the team responsible for new product analysis, collaboration with data analytics, strategic projects, and company-wide planning — and will develop thjs team as the company scales.
We are looking for a true thought leader and people leader. A successful candidate is self-motivated, hands-on when it counts, and comfortable operating as both an individual strategic contributor and a manager who builds a high-performing team. This role is fast-paced and will have a direct, visible impact on the company’s ability to make key business decisions and grow efficiently.
This position reports to the Chief Financial Officer.
Your day-to-day:
- Build, lead, and develop Greenlight’s strategic finance team, setting priorities, coaching managers and analysts, and scaling the function as the company grows.
- Serve as the primary strategic finance partner to the CFO and executive leadership team, shaping company-wide strategy, investment decisions, and key trade-offs.
- Own the end-to-end financial model and company-wide planning cycle — long-range planning, annual budgeting, and quarterly forecasting — across all departments.
- Direct detailed custom financial modeling, scenario analysis, and market insights for the product, engineering, marketing, and commercial sales teams on prospective products and initiatives.
- Own variance analysis of actual results vs. budget/forecast, and partner with business leaders to drive insightful, actionable decision support at the executive level.
- Lead the preparation and delivery of board-level reporting and strategic materials.
- Partner with the Accounting team on month-end and quarter-end close processes and audit support, ensuring alignment between FP&A and accounting.
- Lead analysis and diligence for potential strategic acquisitions, partnerships, or investment opportunities, and present recommendations to executive leadership.
- Represent the finance function in cross-departmental strategic planning, OKR setting, and company-wide operating rhythms.
What you’ll bring to the team:
- 8–10+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or venture capital, including experience managing and developing people (FinTech or consumer subscription and/or startup experience strongly preferred).
- Demonstrated track record leading company-wide planning processes (budgeting, forecasting, long-range planning) at a venture-backed or high-growth company.
- Strong leadership and executive communication skills.
- Advanced Excel / Google Sheets modeling and technical skills; experience with FP&A software (e.g., Adaptive, Anaplan, Pigment, AI native tools) a plus.
- Excellent analytical skills and strategic mindset.
- Proven ability to influence and drive alignment across functions and levels, including at the executive and board level.
- Strong accounting and systems knowledge.
- Strong data visualization skills and an ability to synthesize complicated analyses in simple, actionable ways for senior stakeholders.
- Enthusiasm to learn and evolve your own skillset, and to grow the skillset of your team, over time.
- Proven people leader with experience building, managing, and developing high-performing finance teams.
- Exceptional executive presence — comfortable presenting to and influencing the CFO, executive team, investors and board, and unafraid to speak up on critical issues.
- Strategic mindset with the ability to translate ambiguous business problems into structured financial frameworks and clear recommendations.
- Strong ownership mentality; detail-oriented and committed to producing work at a high standard while delegating effectively.
- Creative mindset for building bespoke financial models for a diverse set of cross-functional needs.
- Data-driven approach to analyzing problems and supporting decisions.
- Adaptability and flexibility, comfortable operating in a startup environment that requires the ability to pivot when necessary.
Not sure this one’s for you? Don’t count yourself out. Show us what you’ve got and we’ll reach out if there’s a great fit.
Work perks at Greenlight:
- Medical, dental, vision, and HSA match
- Paid life insurance, AD&D, and disability benefits
- Traditional 401k with company match
- Unlimited PTO
- Paid company holidays and pop-up bonus holidays
- Professional development stipends
- Mental health resources
- 1:1 financial planners
- Fertility healthcare
- 100% paid parental and caregiving leave, plus cleaning service and meals during your leave
- Flexible WFH, both remote and in-office opportunities
- Fully stocked kitchen, catered lunches, and occasional in-office happy hours
- Employee resource groups
Our stance on salaries:
Greenlight provides a competitive compensation package with a market-based approach to pay and will vary depending on your location, experience and skill set. The total compensation package for this position will also include a discretionary performance bonus, equity rewards, medical benefits, 401K match, and more. Greenlight conducts continuous compensation evaluations across departments and geographies to ensure we are keeping our pay current and competitive.
The estimated base pay range for this position in (NY, CA, WA): $185,000- 260,000
The estimated base pay range for this position in (CO): $185,000- 235,000
Who we are:
It takes a special team to aim for a never-been-done-before mission like ours. We’re looking for people who love working together because they know it makes us stronger, people who look to others and ask, “How can I help?” and then “How can we make this even better?” If you’re ready to roll up your sleeves and help create a world where every child grows up to be happy and healthy in money and life, apply to join our team.
Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law.
Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email [email protected].
Skills Required
- 8-10+ years progressive experience in strategic finance, FP&A, investment banking, private equity, or venture capital, including people management
- FinTech or consumer subscription and/or startup experience
- Demonstrated track record leading company-wide planning processes (budgeting, forecasting, long-range planning)
- Proven people leader with experience building, managing, and developing high-performing finance teams
- Advanced Excel and Google Sheets financial modeling and technical skills
- Experience with FP&A software (e.g., Adaptive, Anaplan, Pigment, AI native tools)
- Strong accounting and systems knowledge
- Strong data visualization skills and ability to synthesize complex analyses for senior stakeholders
- Exceptional executive presence; experience presenting to and influencing CFO, executive team, investors, and board
- Experience leading analysis and diligence for acquisitions, partnerships, or investment opportunities
- Excellent analytical skills and strategic mindset; ability to translate ambiguous problems into clear financial frameworks
- Adaptability to operate in a fast-paced, high-growth startup environment
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The Company
What We Do
Greenlight is a debit card and money app for families. Our mission is to shine a light on the world of money for families and empower parents to raise financially-smart kids. Millions of parents and kids use Greenlight to earn, save, spend wisely, give and invest. Parents can set flexible spend controls, manage chores, automate allowances and invest for their kids’ futures. The Greenlight team calls Atlanta home, but we have team members across the country. We’re pet enthusiasts, PTA presidents, fantasy football champs, kickball-mates and volunteer dance teachers. We’re backed by Drive Capital, JP Morgan Chase, Wells Fargo, TTV Capital, Relay Ventures, NEA, Amazon, Ally Financial, SunTrust Bank and Synchrony Financial. We were picked for CB Insights’ Fintech 250.
