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Director of Finance at Givzey

Role overview

Qualifications

  • 3–5 years of finance experience, ideally in a SaaS startup
  • Proven success with forecasting, KPI tracking, and board-level reporting
  • Bachelor’s degree in finance, accounting, or related field — or equivalent experience
  • Detail-driven, analytical, and unafraid of a fast-moving to-do list

Responsibilities

  • Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai
  • Build, refine, and present financial forecasting models that power leadership decisions
  • Deliver clear, actionable financial performance reports to the CEO and Board of Directors
  • Lead accounts payable, invoicing, collections, and vendor onboarding processes

Key facts

Other skills

  • Problem Reporting
  • Collections
  • Communication
  • Analytical Thinking
  • Detail Oriented
  • Proactivity

About the company

Givzey logo

Givzey

Computer Software / SaaS

Givzey's standalone Gift Agreement Platform empowers fundraisers to formalize and book gift commitments in seconds.

Company details

Company typeSmall startup
IndustryComputer Software / SaaS
Company size2 - 10

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Job description

About Givzey / Version2.ai

Join the Future of Fundraising at Givzey!

Givzey
is one of the fastest-growing and most innovative technology companies serving the nonprofit sector, on a mission to unlock more generosity through AI-powered donor engagement. At the center of that innovation is Version2.ai, the world’s first Autonomous AI fundraisers—Virtual Engagement Officers (VEOs)—designed to independently manage donor engagement and generate revenue. Unlike traditional AI tools that simply make staff more efficient, VEOs expand fundraising capacity by acting as AI workers that operate donor portfolios, build relationships, and secure gifts on their own. In just three years, Givzey’s platform has already helped organizations raise $10M+ through autonomous engagement, including individual gifts as large as $100,000. Alongside this breakthrough technology, Givzey’s Gift Agreement Platform modernizes the multi-year giving process, enabling nonprofits to secure, manage, and forecast commitments with unprecedented ease.

What You’ll Do

  • Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai.
  • Build, refine, and present financial forecasting models that power leadership decisions.
  • Deliver clear, actionable financial performance reports to the CEO and Board of Directors.
  • Lead accounts payable, invoicing, collections, and vendor onboarding processes.
  • Maintain cap tables and oversee 409A valuations.
  • Ensure full compliance with federal, state, and local tax regs.
  • Manage commission reporting for leadership and sales teams.
  • Partner with legal and accounting on audits, contracts, and compliance.
  • Review and optimize software license agreements and insurance coverage.

What We’re Looking For

  • 3–5 years of finance experience, ideally in a SaaS startup (bonus: nonprofit familiarity).
  • Proven success with forecasting, KPI tracking, and board-level reporting.
  • Bachelor’s degree in finance, accounting, or related field — or equivalent experience.
  • Detail-driven, analytical, and unafraid of a fast-moving to-do list.
  • Exceptional communication skills — you can turn complex numbers into a compelling story.
  • Passion for our missions and excitement to grow alongside two trailblazing companies.
  • A proactive, roll-up-your-sleeves mindset — because “that’s not my job” isn’t in your vocabulary.

Why You’ll Love It Here

  • Work fully remote with a tight-knit, high-performing team.
  • Be part of two industry-shaping SaaS products in hyper-growth mode.
  • Direct access to founders and leadership — your voice and ideas matter.
  • Opportunity to help shape our long-term strategy and scale.



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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