Job Description

It starts with a mission, and our mission is to disrupt every small business owner’s struggles. Time is scarce, and decision making can be hard when visibility is limited. Today, for small business owners, everything is spreadsheets with manual processes.

Our small business community deserves more. A single piece of data can change everything. Access to timely, relevant, and accurate insights to allow confident decision making; that is our dream for each small business owner.

2UniFi, unique new small business platform that is designed to bring a complete financial platform to each small business’s fingertips.

Join us as we build a new vision at a strong and dynamic company. Help us create the future of banking.

The 2UniFi Chief Financial Officer will shape the finance function of a high-growth business and will:

• Collaborate with business leaders to provide financial insights and support strategic decision-making.
• Oversee daily accounting operations and manage month-end close processes, ensuring accurate and timely financial statements (balance sheets, income, and cash flows).
• Lead financial planning, budgeting, and forecasting processes to guide strategic decision-making and resource allocation.
• Partner with operations and technology teams to develop efficient operational workflows and processes and implement and maintain robust internal financial controls.
• Optimize cash flow management and overall financial strategy to drive organizational growth.
• Collaborate cross-functionally with legal, executive leadership, and auditors on process flow, transactions and key initiatives.
• Conduct financial modeling for strategic partnership opportunities and support ad hoc finance projects as 2UniFi scales.
• Assess the financial implications of third-party contracts and ensure accurate accounting.
• Prepare strategic and financial collateral for board of directors and outside investors, ensuring accurate, clear, and strategic presentation of financial performance, forecasts, and key metrics.
• Manage relevant key third-party relationships with tax professionals, outside auditors, payment service providers, and software providers.
• Over time, build a finance team to support the finance and accounting needs of the business as it grows.

Key Requirements: This position requires the following educational and/or job experience:

• Education: Bachelor's degree in Accounting, Finance, or related field
• 8+ years finance and accounting experience
• 5+ years of leadership experience
• Accounting Firm Experience: Prior experience working at an accounting firm, providing a strong foundation in accounting principles and financial best practices.
• Startup Finance Acumen: Experience with startup finance and accounting best practices, including scaling financial operations and supporting rapid growth.
• Broad Skill Set: Demonstrated ability to handle a wide range of finance and accounting responsibilities, including FP&A, strategic planning with hands-on accounting and transaction management.
• Adaptability: Comfortable working in a fast-paced startup environment, adapting to new challenges and wearing multiple hats as needed.

Preferred Qualifications

• Certification: CPA (Certified Public Accountant) or equivalent certification is a strong plus, indicating advanced expertise in accounting and compliance.
• Startup Finance Leadership: Proven experience serving as the finance lead at a seed-stage or higher technology startup and experience building a finance team from the ground up. Proven ability to provide strategic financial guidance and drive cost optimization and revenue growth.
• Tools & Modeling: Proficiency in financial software and tools with the ability to build and interpret complex financial models and reports.
• Analytical & Communication Skills: Excellent analytical skills with attention to detail, and the ability to communicate financial information clearly to non-financial stakeholders.
• Strategic Mindset: A strategic thinker who can not only report on numbers but also provide forward-looking insights and recommendations to drive business decisions.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• An associate must be able to work overtime to the extent necessary.
• Flexible scheduling with an opportunity to work remotely as business needs allow.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here .

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