Director of Finance
Posted 12ds ago
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Job Description
Director of Finance leading financial backbone and strategic initiatives at Summer to simplify college cost planning.
Responsibilities:
- Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and scenario modeling to support growth and resource planning.
- Partner closely with the executive team as the day-to-day finance lead, translating strategy into clear financial plans and decision-ready insights.
- Build and own financial models and reporting that inform executive decisions, product investment, organizational tradeoffs and as needed fundraising scenarios.
- Own day-to-day financial operations, including A/P, A/R, employee reimbursements, corporate cards, cash movement, and monthly close.
- Prepare monthly financial reporting for the executive team and support quarterly board and investor reporting.
- Strengthen financial controls and approval workflows across contracts, spend, and payments, serving as the internal point of accountability.
- Manage and hold accountable external partners (controller, bookkeepers, tax advisors), providing direction and pushing back when needed.
- Develop team-, product-, and revenue-level reporting to improve visibility into performance, unit economics, cost of sales, and sales efficiency.
Requirements:
- 8+ years of progressive finance experience, including FP&A, forecasting, and operational finance.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (or equivalent practical experience), Master’s degree in related field preferred.
- Experience in a VC-backed SaaS, fintech, benefits, or GovTech company, ideally including at least one scaled startup (100–1000 employees).
- Strong financial modeling skills and the ability to translate complex data into clear insights for executives.
- Hands-on experience managing accounting operations and external partners (controller, auditors, tax providers).
- Solid understanding of GAAP, with hands-on experience supporting revenue recognition in a SaaS or recurring-revenue business (ASC 606 familiarity strongly preferred).
- A builder mindset; comfortable creating structure, improving processes, and operating in ambiguity.
- Strong judgment and communication skills, with the ability to present financial insights clearly to executive and non-finance stakeholders.
- Prior background in consulting, venture capital, investment banking, or large enterprise finance before moving into startups is a plus.
- CPA a plus, not required.
Benefits:
- Equity grant to share in Summer’s success
- 100% employee-covered medical, dental, and vision insurance
- 401(k) plan with 3% match, fully vested day one
- Home office setup reimbursement
- Monthly lunch credits
- Direct contributions toward your student loans
- Up to 11 paid holidays + flexible PTO
- Paid leave for family, health, or personal needs
- Annual in-person events including Summer Camp and Summer Wonderland
- And more!




















