At Datalign Advisory, we're looking for a Vice President of Finance who will be a key member of our executive leadership team, reporting directly to the CEO. In this role, you will own all aspects of our financial strategy, operations, and fundraising initiatives.As VP of Finance, you will build and lead a world-class finance organization that enables Datalign Advisory to achieve its ambitious growth targets. You will create financial models, develop investor relationships, lead fundraising rounds, and implement the financial infrastructure needed to scale efficiently.
We work cross-functionally to provide financial insights, secure funding, and build the infrastructure needed to scale our business. As a key member of our leadership team, you'll have the opportunity to shape the future of a fast-growing company that's revolutionizing the data advisory industry.
About Us
Datalign Advisory is the financial connection company you’ve been waiting for. We align Americans – from young professionals to retirees – with trusted financial advisors, empowering them to turn their financial goals into reality. As generations prepare to inherit and manage unprecedented financial resources, the need for trusted, AI-enhanced and personalized connections has never been clearer for consumers and advisors alike.
In 2022, we launched from Cambridge’s innovation hub with Link Ventures as our lead investor. Today, we’ve connected over $40 billion in assets with 7,000 trusted advisors. For news and updates, follow us on LinkedIn.
KEY RESPONSIBILITIES:Fundraising & Investor Relations
- Lead all aspects of the company's fundraising efforts, including pitch development, investor targeting, and deal negotiation
- Build and maintain strong relationships with existing and potential investors
- Develop compelling financial narratives that articulate Datalign Advisory's growth story and strategic vision
- Prepare and present financial updates to the Board of Directors and investors
Financial Strategy & Planning
- Partner with the CEO and leadership team to develop the company's short and long-term financial strategy
- Create detailed financial models to forecast revenue, expenses, cash flow, and capital requirements
- Establish key financial metrics and KPIs to measure business performance
- Lead annual budgeting and quarterly forecasting processes
Financial Operations & Reporting
- Build and manage a high-performing finance team
- Oversee day-to-day financial operations, including accounts payable, accounts receivable, and cash management
- Ensure timely and accurate financial reporting for management, investors, and regulatory compliance
- Develop financial policies, procedures, and controls to safeguard company assets
Business Partner & Strategic Advisor
- Provide financial analysis and insights to support strategic decision-making across the organization
- Collaborate with department leaders to optimize resource allocation and drive operational efficiency
- Identify opportunities for margin expansion and profitability improvement
- Evaluate potential strategic partnerships, acquisitions, and new market opportunities
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- 10+ years of progressive financial leadership experience
- 5+ years of experience in senior financial management roles
- Proven track record of successfully raising capital for startups (Series A through C)
- Experience managing finances for companies with $10MM-$50MM in annual revenue
- Strong understanding of financial planning, reporting, and analysis
- Proficiency with financial software and ERP systems
PREFERRED QUALIFICATIONS
- MBA or Master's degree in Finance or related field
- CPA, CFA, or equivalent certification
- Experience within the advisory or data analytics industry
- Prior experience as a CFO or VP of Finance at a high-growth startup
- Track record of successful exits (M&A or IPO)
- Experience developing financial strategies that supported scaling from early-stage to growth-stage
- Strong network of investor relationships across venture capital and private equity
- Experience implementing financial systems and controls during periods of rapid growth
LOCATION:This position is based at our headquarters in [Location], with flexibility for hybrid work arrangements.
COMPENSATION:Competitive base salary, equity, comprehensive benefits package, and performance-based bonuses.Datalign Advisory is an Equal Opportunity Employer.
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