Senior Vice President of Accounting, FP&A

ClassWallet, a leading financial technology company in the United States, is seeking to hire a Senior Vice President of Accounting, FP&A to join our team.

ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. Agencies use ClassWallet to get public funds to the right people, and ensure the funds are used for the right purpose. ClassWallet’s suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states.

The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023.

While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture.  As a result of ClassWallet’s innovation, public programs run with exponentially more efficiency and the impact and breadth of the programs for the individuals they serve is dramatically higher. This mission compliments the Company mission-based culture with focus on gratitude and work-life balance.

About the Role

We are seeking a seasoned and strategic leader to fill the role of Senior Vice President (SVP) of Accounting, Financial Planning & Analysis (FP&A). This critical leadership position will oversee all of the aspects of the company’s financial operations, planning, and revenue management, ensuring accuracy, compliance, and strategic growth. The SVP will be a key business partner to the executive team, providing financial insights and driving initiatives to optimize performance and achieve long-term success. This role requires a strong understanding of accounting principles, financial planning, revenue cycle management, and the ability to lead and develop high performing teams.

Job Responsibilities

Accounting Leadership:

• Oversee all accounting functions, including general ledger, accounts payable, accounts receivable, and payroll.

• Ensure the timely and accurate preparation of financial statements in accordance with GAAP.

• Maintain a strong system of internal controls to safeguard company assets.

• Manage the annual audit process and ensure compliance with all regulatory requirements.

• Lead and mentor the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement.

Financial Planning & Analysis (FP&A) Leadership:

• Lead the development of the annual budget, forecasts, and long-range financial plans.

• Provide insightful financial analysis to support strategic decision-making.

• Develop and monitor key performance indicators (KPIs) to track business performance.

• Prepare and present financial reports to the executive team and the board of directors.

• Build financial models.

Revenue Operations (RevOps) Leadership:

• Develop and execute the company's revenue operations strategy to optimize revenue generation and efficiency.

• Implement and manage systems and processes to streamline the revenue cycle, including lead management, sales forecasting, and contract management.

• Analyze revenue data to identify trends, opportunities, and areas for improvement.

• Drive initiatives to improve customer acquisition, retention, and lifetime value.

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification is required.
• MBA or relevant advanced degree is preferred.
• Minimum of 15 years of progressive experience in accounting and finance roles, with at least 10 years in a senior leadership position.
• Extensive knowledge of GAAP and financial reporting.
• Strong understanding of financial planning, budgeting, and forecasting processes.
• Proven experience in developing and implementing revenue operations strategies.
• Excellent leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial systems and software.

Preferred Qualifications

• Experience working in a high-growth company or a dynamic industry.
• Experience with specific ERP systems (e.g., Oracle, SAP, NetSuite).
• Knowledge of data visualization tools (e.g., Tableau, Power BI).
• Experience in a company with a complex revenue model.
• Demonstrated ability to build and scale finance organizations.

ClassWallet is a positive, family-oriented team environment. Our focus is on encouragement, positive reinforcement, and gratitude. We work hard and are highly motivated to win but with a healthy perspective on life.

We offer an excellent salary and benefits commensurate with experience.

ClassWallet.com is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.