Collective

Lead FP&A processes, drive automation and strategic financial planning, and partner with executive leadership. | 8+ years of experience in strategic finance or FP&A, deep SaaS metrics expertise, proficiency with SQL and data visualization, and experience with AI-enabled tools. | About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: The Finance, Analytics, and Strategy Team (FAST) is seeking a Director of FP&A to serve as a high-leverage strategic partner to the CFO and Executive Team. This is a unique opportunity for a hands-on leader who thrives in a modern finance environment. You will operate as the principal architect of our FP&A processes and strategy, leveraging AI-enabled tools and automated workflows to drive scale and efficiency. You will translate strategy into the value creation levers of the business, guiding critical capital allocation decisions for the entire business. If you thrive on impact, technology, and working with a C-suite who values strategic partnership, this is the role for you. Please note: This is currently an IC position. What you'll do: Strategic Planning & Orchestration: Lead the annual budgeting and long-range planning processes. You will own the financial model, aligning company OKRs and capital allocation with our long-term strategic vision. Tech-Enabled Financial Operations: Drive the adoption of AI-enabled tools and automation within the finance function. You will implement modern workflows to streamline routine reporting and analytics, creating operational leverage that scales with the business. Executive Partnership: Act as a trusted advisor to the C-suite. You will translate complex financial data into clear narratives, helping leaders make informed decisions driving unit economic efficiency and operating of the business. Performance Management: Own the definition and tracking of company-level KPIs. You will conduct forward-looking analyses and scenario modeling to identify risks and opportunities early. Hands-On Execution: Maintain direct ownership of financial reporting and board material preparation, ensuring precision and accuracy while continuously refining our reporting infrastructure. What you'll bring: Experience & Background: 8+ years of total relevant experience, with at least 4 years in Strategic Finance or FP&A at a high-growth technology company. A background in Investment Banking, Management Consulting, or Private Equity prior to operating roles is preferred. SaaS Metrics & Strategic Modeling: Deep expertise in SaaS unit economics and performance benchmarks. You understand what "best-in-class" metrics look like for a high-growth company (e.g., NDR, CAC Payback, Rule of 40) and can translate high-level strategy into precise, forward-looking indicators that guide decision-making. Modern Finance Mindset: You are an early adopter of technology who looks for ways to automate before hiring, with experience implementing or utilizing AI-enabled tools, BI visualization, and advanced financial systems to reduce manual work. Strategic Business Partnership: A proven ability to partner with GTM, Product, Engineering, and Operations leaders to align financial goals with the strategic levers of the business. You can influence outcomes and drive alignment across the organization without needing direct authority over a large team. Analytical Depth: Advanced proficiency in financial modeling and data analysis, including hands-on experience with SQL and data visualization tools. You can build robust, scalable models that account for complex variables and multiple scenarios. Strategic Communication: Excellent executive presence with the ability to synthesize financial details into high-level strategic guidance. You are as comfortable presenting to the Executive Team as you are digging into data. What we offer: Hybrid Work Model: Based in San Francisco with a balance of in-office and remote flexibility Fresh Lunch: Provided on in-office days Commuter Support: $150 monthly reimbursement for transit expenses Health & Wellness: $200 quarterly reimbursement to support your well-being Time Off: Flexible PTO plus 14 company holidays Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents Parental Leave: 16 weeks fully paid Retirement & Ownership: 401k plan plus an equity package Team Connection: Quarterly virtual events and an annual in-person summit Equal Employment Opportunity Collective is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Conduct video discovery calls, manage sales pipeline, provide value-based guidance to prospects, collaborate cross-functionally, and report on sales results. | 2-3+ years FinTech or SaaS sales experience with consistent quota overachievement, high emotional intelligence, excellent communication skills, and strong organizational abilities. | About Collective: Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: Our ideal team member is an experienced sales professional with a consultative, value-based sales approach. You're exceptionally comfortable being on video and have an innate ability to connect with small business owners from all walks of life and professions. You love talking with people and have experience running a high-velocity pipeline (<7 days from call to close). You have a knack for translating complex business and financial constructs, naturally communicating them clearly and accurately. You thrive in fast-paced sales cycles, can handle multiple requests, and believe in driving toward solutions for your prospects - you love that no two calls will be the same. What you'll do: • Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect's commitment to join. • Provide value and guidance to prospective members based on their unique business attributes and financial needs. • Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints. • Partner with Marketing and Enablement on outbound targeting and cold outreach. • Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience) • Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies. • Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.). What you'll bring: • 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience. • Consistent track record of overachieving sales quotas and targets. You're really competitive and consistently need to be at the top of your team. • High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner • Empathic understanding of the challenges of being a small business owner. • Excellent verbal and written communication skills via phone, SMS, email, and video. • Exceptional organizational skills, data-centric approach, and attention to detail. • Proven ability to launch successful outreach or other prospecting campaigns. What we offer: • Remote-Friendly Environment: Flexibility to work from home while staying connected to the team • Health & Wellness: $200 quarterly reimbursement to support your well-being • Time Off: Flexible PTO plus 14 company holidays • Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents • Parental Leave: 16 weeks fully paid • Retirement & Ownership: 401k plan plus an equity package • Team Connection: Quarterly virtual events and an annual in-person summit • Compensation Range: $80,000 + commission We provide salary ranges for each role to give you a transparent view of potential compensation. Final offers are determined based on the skills, experience, and qualifications, as demonstrated throughout the interview process. Equal Employment Opportunity At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.