Director of Financial Operations

We help everyday people to invest in the startups they love.

Wefunder is like Robinhood for pre-IPO startups. We’re the largest funding platform that helps everyday people invest in startups they love. Over the past few years, we’ve helped fund over 900 startups with $450M+, including flying cars, space rockets, breweries, Hollywood studios, and cancer cures. Our goal is to inspire 20,000 more founders to get started, encourage them to think bigger, hone their pitch, and give them the funding they need to prove to the “normals” in the world that they are not crazy (or, at least, crazy in a lucrative way).

We launched in the US in 2012. Four years later the laws rolled out allowing us to operate, but it took until 2021 for them to be reformed to be workable. We’re looking for someone who is excited about the opportunity to create. You’re our first Financial Controller hire, and in this role you’ll build processes and systems from the ground up. If done well, you’ll leave a big impact on Wefunder and the industry for many years to come.

Wefunder's Story 💡  https://wefunder.com/wefunder

Our Public Benefit Corp Mission 🎙 https://wefunder.com/charter

Why Wefunder

We’re a team of founder types. We invest in people with potential, who are looking to punch above their weight. Everyone on our team is here to learn and grow, to work on a meaningful product, and to fix capitalism. We’ve spent years lobbying congress to fix the law, and in turn, created this industry.

• 💰 Competitive salary.
• 🚀 Generous stock options package.
• 🏝 Unlimited vacation days with no less than 3 weeks off.
• 😷 Medical, dental, & vision insurance.
• 💻 Apple equipment. Whatever you want.
• 🧇 Lots of free food and drinks. That includes daily lunch and weekly team dinners.
• 📚 Classes & conferences. If you can learn something useful, we'll pay for it.

The role:

As our first Controller you’ll be leading accounting department and financial operations. Millions of dollars flow through escrow and corporate accounts at Wefunder every month, and your job is to make sure every penny is where it should be. You’ll work alongside our CTO and CEO to bring us to the next level - establishing controls, reliable reporting, and scalable processes.

We believe teams that are together move faster. Our team is in our office in S.F. just about every day of the week, and we expect the same for this role. You should be based in S.F. or willing to re-locate.

What you’ll do:

• 🤑 Work with our CTO to reconcile accounts monthly. Millions of dollars flow through Wefunder every month. Your job is to make sure every penny is where it should be.
• 📈 Build scalable processes for reconciliation and financial management. Work with our engineering team to develop tools and processes to manage financial operations as we grow.
• 🪖 Oversee financial reporting. Work with our bookkeepers and operations team to produce monthly financial statements. Identify areas of weakness and areas of opportunity for the business.
• 📖 Work with our General Counsel to identify and mitigate areas of financial risk. You’ll learn FINRA and SEC regulations and help us stay ahead of risks and reporting requirements.
• 🤝 Be a future leader. We’re looking for someone who could eventually oversee fund operations, financial operations, and our back office.

Skills & Experience:

• CPA or CFA required. Experience in a regulated industry (at a Broker Dealer or working with private funds) is a plus.
• Heavy appetite to learn. You’re innately curious and always looking to broaden your skillset. There’s a good chance some part of what we do is new to you, and you should want to dive in and understand the complexities of that part quickly.
• Urgency to solve problems. We are a small team that is hell bent on moving quickly. You should have an innate drive to get things done and leave your mark.
• Ruthless prioritization. This is a startup - you will always have more on your plate than you can manage. Understanding what to prioritize today and what to tackle tomorrow is often the difference between success and failure.
• Excellent communication. You’ll work closely with our CEO, CTO, and operations team across a variety of projects. You can communicate well to our team internally as well as to external stakeholders.
• Ability to thrive in ambiguity. You’re our first Financial Controller hire. You’re comfortable asking questions, making judgement calls, and building the role and processes from the ground up.
• You’re accountable and reliable. If you say you’ll do something, you’ll get it done.
• Technically inclined (preferred). You like working with code, and/or are willing to learn. SQL will be very useful.
• A Series 27 or Series 28 is preferred, but not required.

*If you feel like you don't meet all of the points above, but love this role, we encourage you to apply anyways. We don't want a confidence gap and imposter syndrome to get in the way of meeting incredible candidates.*🦄

To apply, email Suzanna (suzanna[at]wefunder.com) with your CV or LinkedIn and why you’d like to work with us.

Director of Financial Operations role full job description here: https://www.notion.so/wefunder/Director-of-Financial-Operations-88c4d317190f43d9a242fdf5ea5fb112

Skills & Experience:

• CPA or CFA required. Experience in a regulated industry (at a Broker Dealer or working with private funds) is a plus.
• Heavy appetite to learn. You’re innately curious and always looking to broaden your skillset. There’s a good chance some part of what we do is new to you, and you should want to dive in and understand the complexities of that part quickly.
• Urgency to solve problems. We are a small team that is hell bent on moving quickly. You should have an innate drive to get things done and leave your mark.
• Ruthless prioritization. This is a startup - you will always have more on your plate than you can manage. Understanding what to prioritize today and what to tackle tomorrow is often the difference between success and failure.
• Excellent communication. You’ll work closely with our CEO, CTO, and operations team across a variety of projects. You can communicate well to our team internally as well as to external stakeholders.
• Ability to thrive in ambiguity. You’re our first Financial Controller hire. You’re comfortable asking questions, making judgement calls, and building the role and processes from the ground up.
• You’re accountable and reliable. If you say you’ll do something, you’ll get it done.
• Technically inclined (preferred). You like working with code, and/or are willing to learn. SQL will be very useful.
• A Series 27 or Series 28 is preferred, but not required.

*If you feel like you don't meet all of the points above, but love this role, we encourage you to apply anyways. We don't want a confidence gap and imposter syndrome to get in the way of meeting incredible candidates.*🦄

To apply, email Suzanna (suzanna[at]wefunder.com) with your CV or LinkedIn and why you’d like to work with us.