Vice President of Finance

The Vice President of Finance will be one of the Max insight's key early executives and will work closely with the CEO and leadership team across financial strategy, fundraising, budgeting, forecasting, accounting, and business operations.

Because Max Insights is still a growing corporation, this is a highly hands-on role. We are looking for an experienced finance leader who can operate independently, build systems from scratch, and personally execute critical financial work rather than relying on a large existing finance organization.

The ideal candidate brings the financial rigor and institutional experience of a large company
, combined with the speed, ownership, and entrepreneurial mindset of a startup
.

Most importantly, we are looking for someone who has helped a company scale from an early-stage startup toward institutional maturity and ultimately toward an IPO or public-company environment
.

• Establish and own the company's finance function from the ground up.

• Develop the financial processes, systems, controls, and reporting infrastructure needed to support rapid growth.

• Determine which finance functions should be built internally versus supported by external accounting, tax, legal, and financial advisors.

• Implement appropriate accounting, budgeting, forecasting, expense management, and financial reporting systems.

• Create scalable processes that can evolve as the company grows from a 20-25 person startup into a much larger organization.

• Establish financial policies and controls without creating unnecessary bureaucracy.

• Serve as the primary financial advisor to the CEO and executive team.

• Build financial models to support company strategy, hiring plans, pricing, expansion, and capital allocation.

• Develop clear financial and operating KPIs for leadership and the Board.

• Provide analysis and recommendations for major business decisions.

• Help leadership understand the financial implications of growth initiatives and strategic investments.

• Balance growth objectives with cash management and long-term financial sustainability.

• Own the company's annual budget and rolling financial forecasts.

• Develop and maintain short- and long-term financial models.

• Monitor cash flow, burn rate, runway, revenue, expenses, and headcount.

• Establish monthly financial reporting and management review processes.

• Identify financial risks and opportunities early and provide actionable recommendations.

• Build scenarios around fundraising, hiring, expansion, and changing business conditions.

• Partner directly with the CEO and Board on fundraising strategy and execution.

• Prepare financial models, forecasts, investor materials, and due diligence materials.

• Manage financial aspects of fundraising rounds, including investor diligence and data rooms.

• Develop relationships with investors, banks, auditors, accounting firms, and other financial partners.

• Ensure the company maintains accurate and credible financial information for current and prospective investors.

• Help establish the financial reporting standards and processes expected by institutional investors.

• Oversee the company's accounting and financial reporting, whether handled internally or through external partners.

• Manage relationships with external accountants, auditors, tax advisors, and legal professionals.

• Establish appropriate internal controls and financial approval processes.

• Oversee tax planning, compliance, treasury, and corporate financial administration.

• Ensure the company's financial records and reporting remain accurate, timely, and audit-ready.

• Establish the foundation for increasingly sophisticated financial controls as the company scales.

• Develop a long-term roadmap for the company's transition from early-stage startup to institutional and public-company readiness.

• Establish financial reporting, controls, governance, and documentation practices that can scale toward an eventual IPO.

• Work with external accounting, legal, and financial advisors to understand and prepare for future public-company requirements.

• Ensure that financial systems and processes are designed with future scale and regulatory requirements in mind.

• Help leadership understand the financial milestones and organizational changes required to become IPO-ready.

• Initially operate as a…