Director of Finance

About Us

Monarch came out of private beta in early 2021. Since that time we have quickly become one of the premier ways to manage your financial life. Customers love the product and we have seen rapid, organic growth. Our users say that Monarch helps them feel more confident in their finances, and more confident in their financial future.

Our founding team consists of product-driven, serial entrepreneurs with multiple exits. Additionally, our CEO was one of the original creators of Mint.com and has a unique perspective on what is needed to meet consumers' needs in this market.

We are passionate about building a company, product and brand that both customers and employees love. We are well-funded by top venture firms and angel investors.

We founded the company as a fully-remote team (pre Covid!) and are open to applicants that live within a 5 hour time zone difference of US Pacific Time.

We are seeking a Director of Finance to own our FP&A function during a period of hyper-growth. Reporting directly to the CFO, you will build and scale our financial planning processes as we continue to expand as a business.

This role combines strategic financial leadership with hands-on execution, requiring someone who can both build models and translate complex financial insights into actionable business recommendations. You'll work closely with our leadership team to drive key decisions around growth investment, unit economics, and resource allocation while eventually building out our FP&A team.

Responsibilities:

• Financial Planning & Analysis (FP&A):

  • Own forecasting, budgeting, and scenario modeling to support data-driven decision-making.

  • Build and maintain our core financial models, focusing on user growth, revenue forecasting, cash management and unit economics

• Strategic Finance:

  • Partner with the CFO and leadership team to analyze business performance, evaluate growth opportunities, and prepare for future fundraising.

  • Lead monthly business reviews and variance analysis, providing actionable insights to leadership

  • Identify opportunities to improve business efficiency and unit economics

• Investor & Board Reporting: Support the CFO in preparing investor updates, board materials, and financial narratives, synthesizing complex financial data into clear narratives

• Operational Finance: Establish scalable financial processes around contract negotiations, cash flow management, and expense controls

• KPI Development & Reporting: Partner with our data analytics team to help define key financial and operational metrics and expand our automated reporting and dashboards, ensuring visibility across the organization.

• Cross-functional Collaboration: Work closely with teams across the company—including Growth, Product, and People—to …