AIO Logic is a financial technology company providing SaaS solutions to SMB and middle market commercial lenders. Our loan and portfolio management platform, AXIS, is the only end to end solution capable of managing the complex requirements and bespoke loan structures of SMB and middle market commercial lending.
Director of Finance & Accounting - Growth-Stage SaaS
Location
United States
Posted
21 days ago
Salary
$100K - $160K / year
Seniority
Mid Level
Job Description
Job Requirements
- Oversee accounts payable, accounts receivable, payroll coordination, and expense management.
- Build, mentor, and scale the finance and accounting function as the company grows.
- Financial Reporting, FP&A & Business Insight
- Prepare and oversee monthly, quarterly, and annual financial statements and executive management reporting.
- Lead budgeting, forecasting, and financial modeling processes.
- Analyze financial performance, unit economics, KPIs, and trends; provide clear, actionable insights to leadership.
- Translate financial data into business implications to support strategic decision-making.
- Cash Management & Capital Planning
- Own cash flow forecasting, liquidity management, and working capital planning.
- Oversee banking relationships, payment platforms, and treasury operations.
- Support capital planning, fundraising activities, due diligence, and ongoing investor reporting.
- Partner with the CEO on runway planning, scenario modeling, and capital allocation decisions.
- Systems, Process & Scale
- Lead the selection, implementation, and optimization of finance and accounting systems (ERP, payroll, expense, reporting tools).
- Design scalable finance processes to support growth, new products, and enterprise clients.
- Partner cross-functionally with operations, sales, product, engineering, and legal to support financial workflows.
- Drive operational discipline while avoiding unnecessary bureaucracy.
- External & Strategic Support
- Serve as the primary point of contact for external accountants, auditors, tax advisors, and legal counsel.
- Support contract reviews, pricing strategies, and client financial structures.
- Prepare and present financial materials and insights for CEO, board, and investor meetings as needed.
- Contribute to long-term financial strategy, organizational planning, and company governance.
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