Senior Vice President (SVP) of Finance and Operations

About the Role

As the Senior Vice President (SVP) of Finance & Operations, you will lead the operational and financial infrastructure that enables Siftwell to scale. Reporting to the CEO and partnering closely with the President, you will translate the company's long-term strategy into disciplined execution by advancing the company's operating model, business operations, governance, and financial infrastructure to support its next stage of growth.

As a player-coach, you will lead and develop Siftwell's Finance & Operations organization providing strategic direction and day-to-day leadership across business operations, finance, administration, legal, compliance, and people operations. You will oversee a growing team of operational leaders and partners while strengthening the company's operating model through disciplined planning, capital management, governance, operational excellence, and cross-functional execution. You will partner closely with leaders across Product, Growth, Customer Success, and People to build the capabilities, decision frameworks, and operating discipline needed to support a scaling organization.

This role is ideal for an experienced finance and operations executive who thrives in high-growth environments and enjoys balancing strategic leadership with hands-on execution. You bring sound business judgment, operational discipline, and the ability to scale an organization while serving as a trusted thought partner to the CEO and executive leadership team.

This position is remote within the United States and operates on U.S. East Coast hours. Occasional travel is required for company meetings, leadership offsites, Board meetings, and team events. Employment is contingent upon successful completion of a pre-employment background check.

Responsibilities

• Lead the Finance & Operations organization, establishing the systems, operating rhythms, financial discipline, and cross-functional processes that enable the company to scale effectively.
• Lead business operations: company operating cadence, cross-functional coordination, systems and vendor management, and operational reporting.
• Provide executive oversight of the company operating model, aligning annual and quarterly planning, budgets, headcount pacing, infrastructure investments, OKRs, KPI and SaaS-metric reporting, and Board-level financial planning with company strategy and growth priorities.
• Oversee day-to-day legal and governance through outside counsel - corporate and financing matters, customer MSAs (in partnership with Growth), and renewals (in partnership with Customer Success) - with the President/General Counsel available for escalations.
• Partner with the CEO and President to translate long-term strategy into executable operating plans, organizational priorities, and financial investments.
• Champion capital efficiency across the company and serve as a disciplined counterweight in investment decisions.
• Oversee state tax, corporate registration, and multistate regulatory compliance, including oversight of nexus analysis, foreign qualifications, state registrations, income and franchise tax obligations, annual reports, and related filings, in partnership with outside tax and legal advisors.
• Provide executive sponsorship for People Operations in partnership with the Director of People & Talent, ensuring scalable people systems, workforce planning, compensation, and performance processes support the company's growth.
• Sponsor compliance and information security in partnership with the fractional CISO, including SOC 2 maturity, HIPAA compliance, enterprise risk management, and AI-governance frameworks.
• Lead board and investor operations: meeting materials, reporting cadence, and investor communications infrastructure.
• Own capital strategy and financing: fundraising rounds and instruments (convertibles, priced equity, debt), scenario and dilution modeling, capital allocation, and runway planning, partnering with the CEO and President on fundraising strategy and execution, as well as annual 409A valuation cycle.
• Prepare the company for corporate development: M&A readiness, diligence infrastructure, data-room discipline, and an enterprise-valuation perspective that informs strategic decisions.

Requirements

Required:

• Bachelor's degree required plus a minimum of 12 years of relevant work experience; Master's degree or relevant professional certification preferred.
• 12+ years of progressive experience spanning business operations, strategic planning, finance, and executive leadership, including experience in a senior role such as COO, VP of Finance, CFO, or equivalent within a scaling technology company.
• Track record of building or maturing finance and operations functions, including systems, controls, planning processes, and reporting infrastructure, within a Series A-B or similarly scaled organization.
• Experience building scalable operating systems, cross-functional planning processes, and executive operating cadences in a high-growth environment.
• Experience managing legal matters through outside counsel, with strong working knowledge of commercial contracting.
• Fluency in SaaS growth metrics, including ARR, net revenue retention, CAC/LTV, and burn multiple, with experience producing Board-level financial reporting.
• Direct experience leading or supporting venture financings, including convertible instruments and priced equity rounds, with responsibility for modeling, negotiation support, and investor relations.
• Demonstrated commitment to capital efficiency, with a track record of scaling a company responsibly.
• Demonstrated ability to lead through influence across finance, operations, people, legal, and technology functions.

Preferred:

• M&A experience through diligence and closing, ideally including an exit.
• Experience in healthcare, payer markets, or another regulated-data environment (HIPAA/PHI).
• Experience overseeing people operations and information security, including vCISO relationships and SOC 2 readiness or compliance.
• JD degree and experience with commercial contracts in a startup environment.
• Experience overseeing multistate tax, corporate registration, and regulatory compliance for a distributed or remote workforce.

Application Timeline and Details

We anticipate the application window for this opening will close on: Oct 16th, 2026. Submission does not guarantee selection, and Siftwell reserves the right to modify or close the hiring process at any time.

Only shortlisted candidates will be contacted. All applications will be retained for future consideration.

For your security, Siftwell will only contact candidates through official company email addresses or authorized members of our hiring team. We will never request payment or financial information during the recruiting process.

Candidates should be prepared to participate in a multi-stage interview process, which may include in-person meetings with key members of the leadership team.

Disclosures

Location & Hiring Eligibility

This role is remote within the United States. We have an established presence in CO, FL, MA, MD, NC, NJ, NY, PA, and TN, and candidates in these states are encouraged to apply. If you're based elsewhere in the U.S., we'd still love to hear from you, we evaluate out-of-state candidates on a case-by-case basis.

This role operates primarily during U.S. Eastern Time business hours.

Benefits Overview

At Siftwell, we hire Humble Killers - talented, mission-driven teammates who value impact, collaboration, and ownership. Our goal is to support that commitment through competitive pay, meaningful equity, and benefits that promote well-being, growth, and flexibility.

Full-time Employment Opportunities include:

• Comprehensive health, dental, and vision insurance
• Short-term disability coverage
• 401(k) retirement plan with company matching
• Unlimited paid time off to rest and recharge
• Opportunities for ongoing professional development and learning
• Benefits may vary based on location and employment status.