Head of Finance & Operations (San Antonio)

Head of Finance & Operations

About the Company

Innovative financial services company providing affordable financial tools to underserved communities

Industry

Financial Services

Type

Privately Held

Founded

2025

Employees

11-50

About the Role

The Opportunity : Build With Us from Day One

This isn't just another finance and operations role. This is a rare opportunity to join a pre-seed, AI-native fintech company as a pivotal member of the founding team. As the Head of Finance & Operations, you will be the architect of our business's entire operational and financial backbone. You won't be managing existing processes; you will be creating them from the ground up. Working directly alongside the CEO, you will be the strategic partner who transforms our vision into a scalable, compliant, and financially sound enterprise.

What You'll Do :

As our first dedicated business leader, you will have ownership across three core domains :

Finance : Architect our financial model for strategic planning and fundraising; play a key role in future fundraising rounds (Seed, Series A); implement all accounting, payroll, and expense systems from scratch; and manage the company's financial health, runway, and budget.

Operations : Build the operational playbook for scale; oversee legal and compliance in partnership with counsel; and establish our initial People Operations functions, including payroll and benefits.

Strategy : Serve as a key advisor to the CEO and founding team on business model decisions, pricing strategies, and long-term corporate planning.

Who You Are :

You are a proven operator with 5-8+ years of experience in a high-performance environment like startup finance, venture capital, or investment banking. You are an expert at financial modeling and thrive in unstructured environments where you can build from zero. You are a strategic thinker, an exceptional communicator, and are genuinely passionate about our mission to improve global financial wellness.

Why You'll Love Working With Us :

Founding Team Member : You are a core part of the founding story with a direct line to shaping our company's future and culture.

Massive Impact & Ownership : You have the autonomy to build the entire business operations function in your vision.

Significant Equity Stake : You are a builder and an owner. You will receive a meaningful equity package that reflects your foundational role.

Team Size

Direct Reports

Travel Percent

Less than 10%

Functions

• Finance
• Operations

Skills