Director of Finance; CFO Track

Agility is a precision brand advertising platform that helps mid-market and enterprise brands create new buyers and grow with certainty.

Precision brand advertising allows marketers to target buyer personas across CTV, display, native, audio, mobile, and more, all in one platform, continuously test and optimize creative, and measure revenue impact using incrementality science.

We help brands make confident advertising investments with statistically-backed insights.

The Director of Finance is a hands‑on financial leader responsible for the day‑to‑day execution and integrity of Agility’s core finance operations. This role is deeply embedded in the mechanics of the business, owning accounts payable, accounts receivable, commissions, payroll coordination, and monthly close, while working closely with finance staff (CFO, Controller, AP and AR Clerks) to ensure accuracy, timeliness, and clarity across all financial processes.

This role partners directly with the CEO, CFO, and operational leaders to ensure reliable transactional finance operations and translate that into clear financial insights. Rather than operating at arm’s length, the Director of Finance is in the details: reconciling balances, resolving discrepancies, improving cash flow visibility, and strengthening financial discipline across the organization.

As systems, processes, and the team mature, this role expands beyond execution to broader financial leadership, progressively taking on forecasting, planning, and investor‑facing responsibilities. The role is intentionally designed to begin with strong operational ownership and evolve into a more strategic finance leadership role over time.

Strategic Finance & Executive Partnership

• Serve as a trusted financial partner to the CEO and executive leadership team, grounding strategic discussions in accurate, timely operational financial data
• Support financial strategy, long‑range planning, and capital allocation decisions through disciplined execution of core finance operations and reliable financial inputs
• Develop clear financial narratives and insights that connect day‑to‑day financial performance to growth initiatives and operational priorities
• Progressively assume broader CFO‑level responsibilities as financial operations, systems, and reporting maturity increase

Board & Investor Engagement

• Prepare and present monthly and quarterly financial reporting packages for the Board and investors, ensuring underlying data integrity and completeness
• Own key investor metrics, including burn rate, runway, gross margin, operating leverage, and cash flow
• Support fundraising efforts, investor diligence, and strategic financing discussions through accurate reporting, schedules, and documentation
• Gradually expand participation in investor‑facing communications as responsibilities and scope evolve

Financial Planning & Analysis (FP&A)

• Lead annual budgeting, reforecasting, and multi‑year planning processes
• Build and maintain financial models and scenario analyses
• Provide insight into revenue performance, client and project profitability, utilization, and pricing by working closely with finance, AP/AR, and delivery teams.
• Partner with leadership on headcount planning, capacity modeling, and growth investments

Accounting, Controls & Risk Management

• Own day‑to‑day financial operations in partnership with the Controller and interim CFO, including oversight of accounts payable, accounts receivable, commissions, payroll coordination, and monthly close
• Ensure accounting operations, reconciliations, and reporting are GAAP‑compliant and completed accurately and on schedule
• Design and maintain internal controls appropriate for a VC‑backed, scaling organization
• Manage cash flow and working capital execution, including payment timing, collections, and visibility into near‑term liquidity
• Coordinate audits, tax compliance, and external advisors

Operational Finance

• Drive improved unit economics through pricing discipline, margin analysis, and cost management
• Partner with sales and delivery leaders to improve deal structure, scoping, and profitability
• Support contract…