About this opportunity
KWI lists this Head of Finance and Operations opportunity in melville, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Head of Finance and Operations
Department: Accounting & Finance
Employment Type: Full Time
Location: Melville, NY
Compensation: $180,000 - $220,000 / year
Description
The Opportunity
We are hiring a Head of Finance & Operations to join a fast‑growing technology company operating at the intersection of cloud software and physical product‑based commerce solutions.
This is not a narrow accounting role. It is a high‑impact, hands‑on finance position for someone who thrives in environments where finance is deeply connected to how the business actually runs.
You will own core financial operations while also helping shape how the company scales operationally. This includes improving systems, tightening processes, and partnering across the business to ensure we are making clear, data‑driven decisions across both software and inventory‑driven workflows.
The right person will be equally comfortable:
Building structure where it doesn’t exist yet
Working directly in the details of financial models and operational processes
Partnering cross‑functionally to improve how the business runs day to day
This role sits close to the center of the business and requires someone who can balance precision, speed, and practical decision‑making in a high‑growth environment.
You will also support commercial contract review and negotiation workflows, working alongside external counsel to ensure agreements are structured appropriately, commercially sound, and operationally executable.
As the Head of Finance & Operations you excel at the below core competencies:
Financial & Operational Acumen: The ability to seamlessly connect financial strategy with day‑to‑day operations — from SaaS metrics and forecasting to supply chain and vendor management — ensuring smart, scalable decisions across the business.
Cross‑Functional Leadership & Execution: Strong collaboration and communication skills to align stakeholders across Finance, Product, Sales, Legal, and Operations. This person should drive clarity, build systems, and execute efficiently in fast‑paced, cross‑functional environments.
Contract & Risk Management: Skilled at reviewing, negotiating, and operationalizing contracts — understanding legal and business implications, managing risk, and ensuring favorable terms while working closely with external counsel when needed.
The impact you'll make
Financial Operations & Control
Own core finance operations including AP/AR, cash flow management, and reconciliations
Maintain accuracy and integrity of financial reporting and close processes
Support budgeting, forecasting, and ongoing financial planning cycles
Build and refine financial reporting frameworks to improve visibility and decision‑making
Operational Finance & Business Support
Partner with teams across Sales, Product, and Operations to align financial execution with business priorities
Support inventory, purchasing, and vendor‑related financial workflows in a hybrid SaaS + product environment
Identify and implement improvements to operational and financial processes as the company scales
Develop and maintain key business KPIs across both SaaS and product lines
Systems, Process & Scale
Oversee financial systems and tools that support reporting, operations, and scaling efficiency
Improve internal controls and strengthen financial governance as the company grows
Drive automation and process improvements across finance and operational workflows
Commercial & Contract Support
Review and support negotiation of commercial agreements, vendor contracts, and SaaS‑related terms
Work with external counsel to ensure contracts are structured properly and align with business needs
Help operationalize contract terms into scalable internal processes
Strategic Support
Provide financial insight and analysis to support leadership decision‑making
Support planning around growth initiatives, investments, and operational scaling priorities
What you will bring
12+ years of experience in finance or operations, with at least 3 years in a SaaS or hybrid SaaS + physical goods business
Direct experience working for founder led/owned companies
A leadership style that reflects deep ownership — you're in the details, understanding workflows, digging into financial models, and solving problems alongside your team.
Strong grasp of finance fundamentals — budgeting, forecasting, P&L, cash flow, etc.
Deep operational experience — supply chain, fulfillment, systems, or cross‑functional execution
Proven ability to lead and scale finance operations in high‑growth environments
Exceptional analytical and problem‑solving skills; Excel/Sheets and financial modeling fluency
Experience reviewing and negotiating contracts, including SaaS agreements, vendor terms, and NDAs
Ability to identify and escalated legal risk appropriately while managing contract processes independently
Experience with ERP, financial systems, and SaaS metrics (MRR, CAC, LTV, etc.)
Experience monetizing payments in SaaS
Strong communicator and collaborator across technical and non‑technical teams
As a member of the KWI team you will receive
Full Medical, Dental and Vision
Annual bonus eligible
Free gym in the building
Generous PTO policy
Summer Fridays …all year round
Tuition Reimbursement
Discount from building café
401(K) with a 50% company match (up to 6% of employee contribution)
Employee Referral Program
(1) Volunteer day each year
Our commitment to you
At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal‑opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
With a commitment to maintaining a bias‑free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all our team members to uphold these commitments.
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Worksite address
melville, NY, 11775, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.