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EVP of Finance

| Austin

We are looking for a Executive Vice President of Finance to join our team. As the VP of Finance at Modernize, you will have the opportunity to play a strategic role in helping to propel us to our next stage of growth. You will oversee our FP&A team, Accounting team, and People Operations team, and drive all strategic planning, financial planning, and forecasting in partnership with the CEO and the Executive Team.

Why should we talk? You understand how Finance can be a strategic lever to help a business scale more effectively. You love working in high growth companies. You’re a hands-on leader that doesn’t need to build an empire to drive results. You love figuring out how to make businesses run more efficiently via financial planning & analysis and process improvement. You enjoy building and mentoring teams and adding to the company culture and your team’s values.

What you’ll do:


  • Build and develop the Financial Planning & Analysis team from the ground up
  • Drive the quarterly/annual budgeting and planning process and long-range financial planning
  • Build and complete monthly/quarterly budget vs. actual variance reporting, metrics reporting, and analysis to drive accountability across the company. Identifying downside or opportunities for upside and work with stakeholders to mitigate such impact and/or capitalize on areas of growth
  • Partner with the CEO and leadership team as our financial advisor, defining and tracking KPIs, evolving our overall strategy, and providing knowledge of financial drivers, risks, sensitivities, trade-offs, and opportunities
  • Lead financial analysis of major initiatives to assess ROI, Payback Period, Product impact, breakeven points, lifetime value, etc.
  • Drive strategic decision-making through sound financial management supported by consistent and accurate data across the organization and enforcing financial discipline
  • Advise on compensation strategy, including bonus and commission planning to drive results & align behavior to high-level company objectives
  • Provide insightful and trusted counsel to the CEO, Executive team, management, colleagues, and potential 3rd parties on the financial condition of the business, broad-based business issues, and/or the financial implications of all major business decisions
  • Initiate and drive change and have the flexibility to adapt to a dynamic, entrepreneurial environment

People Operations & Accounting:

  • Provide guidance to the People Operations and Accounting teams, ensuring optimized processes and proper internal controls around all administrative responsibilities of the business, including: month-end close, payroll, banking relationships, cash flow analysis, accounting, taxes, reporting, business insurance, financial audits, 401k plan administration, compliance with laws and regulations, and facility leases.
  • Partner with the Accounting team on the selection, configuration, and implementation of a new ERP system
  • Partner with People Operations team to ensure we are hiring at the right pace with accurate headcount forecasting
  • Oversee the review and management of company documents/3rd party contracts and ensure an efficient process for reviewing vendor/customer agreements
  • Work closely with budget owners to manage capital spending, track assets, and facility leases
  • Manage banking relationships, including negotiating credit lines and/or loan agreements and choosing new bank services or products
  • Mentor team, through development of career paths, providing regular feedback as a coach, and infusing passion into the role and sharing overall company vision

What you need:

  • Bachelors Degree in Finance or Accounting (CPA and/or MBA preferred)
  • 10+ years of diversified Finance experience
  • 5+ years Finance leadership experience
  • 3+ years Executive leadership experience
  • 3+ years of rapid growth technology experience
    • (online marketing/e-commerce preferred)
  • Exemplary leadership ability with a genuine passion for fostering professional development, trust, and collaboration within your team
  • Experience establishing, implementing, and adhering to process improvement initiatives within a high growth environment, and identifying, establishing and enforcing internal controls
  • Deep understanding GAAP and overall accounting principles, FP&A, budgeting & forecasting, financial modeling, financial reporting
  • Excellent financial and analytical skills, financial modeling and excel, an Excel whiz
  • Experience shaping financial infrastructure (systems, processes)
  • Experience with mergers and acquisitions, and international expansion
  • Excellent written, oral, and presentation skills with the ability to communicate complex financial matters to broad audiences of all levels
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • HTMLLanguages
    • CSSLanguages
    • SASSLanguages
    • jQueryLibraries
    • PreactLibraries
    • VueJSLibraries
    • HadoopFrameworks
    • LaravelFrameworks
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • AxureDesign
    • IllustratorDesign
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    • PhotoshopDesign
    • SketchDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM
    • EloquaEmail
    • MarketoLead Gen


We are located in the heart of downtown Austin, right up the street from the capital with a rooftop patio overlooking Congress Ave.

An Insider's view of Modernize

What's something quirky about your company?

One of our core values is "Authentic, fun, and a little weird". Our employees here at Modernize are celebrated for their diverse backgrounds and experiences that make them each uniquely valuable to our company as a whole.

Christina Wells

Director of People Operations

What does your typical day look like?

Getting the opportunity to work on strategic projects and build projects from scratch. It's always really exciting when your executive team puts that level of faith in you to work a project from nothing to something very impactful to the business.

Ryan DuCharme

Enterprise Sales Director

How has your career grown since starting at the company?

Modernize gives all employees an opportunity to develop and grow at a pace that suits them while encouraging us to design our own path. I was hired as an Account Manager and showed interest in wanting to learn more on the marketing side, so they created a role for me and helped with the transition. A year later I couldn't be happier.

Barry James

Email Marketing Associate

How do you make yourself accessible to the rest of the team?

I foster an open environment where both problems and solutions can be openly discussed. I embrace a management philosophy called Radical Candor which encourages the team to care personally and challenge directly. By putting Radical Candor at the forefront of our team culture, we bypass non-productive behavior while focusing on growing Modernize.

Alan Godfrey

EVP Corporate Development/Customer Success

What’s the vibe like in the office?

It’s easy to cite that Modernize is stellar for our puppy policy, catered lunches, and unlimited PTO, but it is our culture that truly sets Modernize apart. Employees are thoughtfully set up to thrive and grow in our creative, collaborative, quirky community.

Cassie Morien

Senior Content Strategist

What are Modernize Perks + Benefits

Modernize Benefits Overview

The Modernize family is aware of just how much value each of our employees brings to our company. Because of this, we want to take care of our employees in return. We offer a plethora of perks and benefits to not only ensure our employees feel taken care of but also to create a fun and dynamic work environment that keeps them excited to come to work every day!

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
Retirement & Stock Options Benefits
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Eligible employees get 4 weeks of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Catered lunches 3 times/week
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
$100 tax free monthly parking stipend
Pet Friendly
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

Flexible Open PTO. FREE Food! Kegs on Every Floor. Catered Lunch 3 times/week. Flexible Hours. Company outings & Family Events. Full Shower Facilities. Career Development Focused.

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