Strategic Overview
Director of Finance at Playbook is a leadership opportunity centered on the specialist responsibilities and outcomes described in the employer's listing.
The published role emphasizes work such as Strategic Financial Planning & Analysis (FP&A) : Oversee long-term financial modeling, forecasting, and strategic decision support for leadership. Automation & System Integration : Accelerate automation and technology integrations across Stripe, NetSuite,…
The role is listed for United States with remote working arrangement, giving candidates the practical context needed to assess fit before applying. Relevant signals in the listing include Finance & Accounting, Director.
Key information at a glance
About This Role
Salary: $140-160K. With top performance, you are also eligible to become a shareholder in our company and earn equity.
Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.
Location: Remote, anywhere in the continental U.S.
Key Responsibilities & Objectives
- Strategic Financial Planning & Analysis (FP&A) : Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
- Automation & System Integration : Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS.
- Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
- Data Analysis & Insight Generation : Build advanced data capabilities to deliver actionable financial insights that empower department heads.
Required Qualifications & Candidate Blueprint
- 8–12+ years of progressive finance experience , blending foundational accounting/controllership rigor with high-growth strategic FP&A.
- Credentials : Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred.
- Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus.
Salary & Benefits
Published compensation: USD 140,000 – 160,000 / yearly
Full Job Description
The following is the complete job description supplied by the source. We sanitize unsafe markup and remove external links, but do not shorten or rewrite the employer's source content.
Salary: $140-160K. With top performance, you are also eligible to become a shareholder in our company and earn equity.
Benefits:FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.
Location:Remote, anywhere in the continental U.S.
Reports to:CFO
Your Mission
Lead our financial and accounting operations, drive strategic planning, and build a scalable finance organization. As a key strategic partner to leadership, oversee FP&A, accelerate automation and technology integrations across financial systems, modernize budgeting processes, and build advanced data analysis and insight capabilities to transform transactional operations into a strategic growth engine.
Your Legacy
As Director of Finance, you will build a scalable, high-performing finance organization that transforms transactional accounting into a strategic growth engine. By accelerating automation across Playbook OS, NetSuite, Stripe, and Brex, achieving a repeatable 10-day monthly close, and deploying predictive scenario modeling and real-time dashboards, you will establish robust financial governance, drive departmental accountability, and ensure long-term audit and exit readiness.
Responsibilities
- Strategic Financial Planning & Analysis (FP&A): Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
- Automation & System Integration: Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS.
- Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
- Data Analysis & Insight Generation: Build advanced data capabilities to deliver actionable financial insights that empower department heads.
- Team Leadership & Organizational Scaling: Build, mentor, and scale a high-performing finance team capable of supporting rapid company growth.
- Accounting & Compliance: GAAP compliance, external audit management, tax strategy, and multi-entity/subsidiary consolidation.
- Treasury & Cash Management: Working capital optimization, free cash flow (FCF) forecasting, and cash buffer governance.
- Exit / M&A Readiness: Data room preparation, quality of earnings (QoE) readiness, and board/investor reporting.
Core Competencies and Qualifications
- 8–12+ years of progressive finance experience, blending foundational accounting/controllership rigor with high-growth strategic FP&A.
- Credentials: Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred.
- Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus.
- Strategic & Operational Range: Ability to zoom out for board-level scenario modeling and zoom in to troubleshoot complex multi-entity reconciliations or ERP data flows.
- Executive Presence & Influence: A collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders
Compensation
Additional Information
Our Core Values:
Playbook's culture is based on a shared respect for our lived values HERE. Fit with our values is a critical component of our hiring process, and you and all of our colleagues are expected to live our core values in interactions with team members, customers, and stakeholders. An assessment of how you have exhibited our values is also an important part of your performance review process.
Our Commitment To You:
Playbook is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We know the more inclusive we are, the greater our impact will be!
A Quick Note About Salaries:
We list salaries based on a few key factors. These include location-specific budgets, market trends, team size, and the scope of the building. Since we’re a national company working with office properties of all shapes and sizes, the listed salary is tailored specifically to this role and may differ from similar-titled roles on our Careers Page. Curious or want to chat more about it? We promise to be open and transparent about these details throughout our interview process.
Editor’s Market Perspective (Our Custom Analysis)
Why This Position Matters
This leadership opening is a useful opportunity for candidates whose experience matches Finance & Accounting, Director. Its strongest career signal is the scope of the work itself — particularly Strategic Financial Planning & Analysis (FP&A) : Oversee long-term financial modeling, forecasting, and strategic decision support for leadership. — rather than a generic title alone.
Resume & Application Strategy
For the application, mirror the employer's language where it truthfully matches your background: foreground Finance & Accounting, Director, quantify outcomes from comparable work, and place the most relevant experience near the top of the resume. If the listing specifies tools, platforms, leadership scope, or domain experience, use those exact terms in context instead of presenting an unrelated keyword list.
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