[Hiring] Director of Finance @Playbook

Role Description

Lead our financial and accounting operations, drive strategic planning, and build a scalable finance organization. As a key strategic partner to leadership, oversee FP&A, accelerate automation and technology integrations across financial systems, modernize budgeting processes, and build advanced data analysis and insight capabilities to transform transactional operations into a strategic growth engine.

As Director of Finance, you will build a scalable, high-performing finance organization that transforms transactional accounting into a strategic growth engine. By accelerating automation across Playbook OS, NetSuite, Stripe, and Brex, achieving a repeatable 10-day monthly close, and deploying predictive scenario modeling and real-time dashboards, you will establish robust financial governance, drive departmental accountability, and ensure long-term audit and exit readiness.

Responsibilities

• Strategic Financial Planning & Analysis (FP&A) : Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
• Automation & System Integration : Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS.
• Budgeting & Variance Reporting : Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
• Data Analysis & Insight Generation : Build advanced data capabilities to deliver actionable financial insights that empower department heads.
• Team Leadership & Organizational Scaling : Build, mentor, and scale a high-performing finance team capable of supporting rapid company growth.
• Accounting & Compliance : GAAP compliance, external audit management, tax strategy, and multi-entity/subsidiary consolidation.
• Treasury & Cash Management : Working capital optimization, free cash flow (FCF) forecasting, and cash buffer governance.
• Exit / M&A Readiness : Data room preparation, quality of earnings (QoE) readiness, and board/investor reporting.

Qualifications

• 8–12+ years of progressive finance experience, blending foundational accounting/controllership rigor with high-growth strategic FP&A.
• Credentials : Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred.
• Systems Mastery : Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus.
• Strategic & Operational Range : Ability to zoom out for board-level scenario modeling and zoom in to troubleshoot complex multi-entity reconciliations or ERP data flows.
• Executive Presence & Influence : A collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders.

Benefits

• FREE employee-only medical coverage under one of our plans.
• FREE short-term disability and FREE life insurance coverage.
• 4% employer match with our 401(k).
• Other incredible benefits HERE.

Company Description

Playbook is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We know the more inclusive we are, the greater our impact will be!