Head of Finance

As the Head of Finance at Boostly, your key responsibilities will include financial planning, budgeting, cash flow management, accounting operations, and investor reporting. You will partner with the CEO to create strategic financial roadmaps, oversee accurate financial reporting, and ensure compliance with financial regulations. You'll also manage team development and align financial goals with operational plans.

To excel as the Head of Finance at Boostly, candidates should have over 7 years of finance experience, with at least 3 years in a leadership role within a high-growth startup or tech company. A strong background in financial modeling, budgeting, forecasting, and accounting is essential. Familiarity with metrics relevant to SaaS businesses and advanced skills in tools like QuickBooks and SQL will be crucial for success.

The Head of Finance at Boostly plays a critical role in preparing for fundraising by crafting financial models, developing due diligence materials, and collaborating with the CEO on investor updates and board presentations. You'll ensure that our financial narrative aligns with investment strategies, making it easier to communicate our growth story to potential investors.

In the Head of Finance role at Boostly, you will utilize various software tools such as QuickBooks, Xero, and NetSuite for accounting tasks, alongside advanced Excel and Google Sheets for budgeting and forecasting. Proficiency in SQL and potentially Python will be important for data analysis and financial modeling projects.

Boostly offers a dynamic and innovative working environment where the Head of Finance will thrive amid fast-paced growth. The role is in-person at our Lehi, Utah office, fostering collaboration and teamwork. Employees benefit from healthcare contributions, professional development opportunities, and a supportive company culture that values learning and growth.

In your response, highlight specific budgets you have managed, detailing the scope and outcomes. Mention techniques you utilized for maintaining accuracy, engaging with stakeholders, and making data-driven decisions that contributed to meeting financial goals.

Discuss your proactive strategies for ensuring adherence to financial regulations, including regular audits, ongoing training for team members, and the implementation of compliant financial systems and processes.

Share specific techniques you've used for managing cash flow, such as forecasting to project future cash needs, monitoring departmental expenditures, and optimizing payment cycles to ensure sufficient liquidity.

When answering, explain the process you follow, including gathering historical data, considering market trends, and collaborating with various departments to create realistic financial forecasts that guide decision-making.

Provide a detailed example of your involvement in fundraising, outlining your contributions, such as building financial models or preparing investor materials, and how your input influenced the outcome of the fundraising process.

Share your methodology for choosing key performance indicators relevant to business goals. Discuss any technologies you employ for dashboard creation and how you leverage these metrics to inform strategic decisions.

Discuss your experience in team development, including hiring practices, establishing a positive work culture, and mentoring team members to ensure that the finance function meets organizational needs effectively.

Describe techniques you use to simplify financial information, such as utilizing visual aids, providing examples, and emphasizing the business impact, ensuring clarity and understanding among colleagues, and investors.

Mention specific software tools you are comfortable with, such as Excel or other financial forecasting tools, and provide examples of how you have effectively used these tools to create complex financial models that drive business insights.

Outline the steps you would take in such a scenario, including analyzing the issues, collaborating with relevant teams to formulate corrective actions, and continuously monitoring financial performance to guide future strategies.