Role: Director of Finance & OperationsLevel: Senior Level (Member of the leadership team)Date: December 2022Location: Chicago, ILReporting To: Chief Executive OfficerOverview:Clearbox Decisions, Inc., creators of the Cloverpop Decision Intelligence platform is transforming enterprise decision-making. Each year, tens of billions of dollars are lost or wasted because of bad decisions, and we’re here to fix that. Through our software platform, Cloverpop (www.cloverpop.com), we bring together the “art” and “science” of decision making by provide enterprise customers with the ability to automate, collaborate, track, and learn from decisions. Thanks to our proven technology and process, we bridge the data to decision disconnect, remove human biases, increase stakeholder buy in and drive decision speed and quality. We are a venture backed start-up led by experienced entrepreneurs and thought leaders in the space of decision intelligence, behavioral science, AI, and the future of work. Our clients include Fortune 100 companies in the consumer goods, pharmaceutical and technology industries.Role Description:As the Director of Finance and Operations, you will play an integral role within the organization, establishing and leading the finance function and scaling up critical operations across the company including HR, Strategic Planning, etc... This position will work closely with the executive leadership team as well as the board of directors and our investors.Your Impact:As the Director of Finance and Operations, you will be the founder of our organization's finance and operations functions. The processes and reporting capabilities you will establish will be critical to the organization's strategic planning, decision-making and realization of our long-term vision. The capabilities you build will help shape and define our go-to-market strategy, ways of working and talent strategy.Responsibilities:Strategic:- Advise CEO on topics related to strategy development, opportunities to increase shareholder value, deploy and conserve capital and mitigate our operational risk- Represent the organization's Finance, HR and Operations interests in leadership team deliberations- Own budgeting, financial planning and long-range strategic modeling- Partner with CEO on investor relations and lead reporting activities including materials required for board meetings- Coordinate, prepare and review monthly, quarterly and annual company performance reportingFinance & Accounting:- Direct all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, payroll and financial reporting- Develop accounting policies and ensure records are maintained in accordance with generally accepted accounting principles.- Own all budgeting, forecasting and annual audits- Oversee all aspects of accounting and tax policy- Oversee and execute all aspects of contract-to-invoice, AR and AP- Handle all company insurance matters to ensure compliance- Oversee all full-time and contracted personnel related to function(s), including but not limited to contracted bookkeeper, Insurance Agent, Tax advisor, etc.- Manage all equity / options issuances, ensuring they are accurate and up to date through our equity management platform, CartaCommercial:- Participate closely in contract pricing, negotiations, and related commercial decisions- Work with Commercial and Product teams to develop optimal pricing strategy for existing and new offerings- Ensure MSA’s and other related agreements are in place and up to date- Work with Sales and Decision Success team to translate high level forecasts to account plans- Own and drive gross margins through understanding and effective management of COGS- Oversee bookings and ARR regarding policy, consistency and accuracy- Manage and execute commissions in partnership with leadership- Advise leadership on potential partnership opportunities, assessing potential commercial value, risks, and opportunities for successHR:- Oversee all aspects of HR, including implementation and execution of company policy, compensation and recruiting strategy- Establish CLX compensation strategy, defining level and pay-bands across various functions- Manage new-resource approval process and support hiring managers in process- Establish new hire on-boarding process, periodic performance reviews, employee engagement monitoring and exit process- Participate if/where needed in personnel matters that may arise- Lead recruitment of HR lead once appropriateSkills and Qualifications:- An accounting designation and/or Master's degree in Accounting, Finance or Business Administration/Commerce- 5-7+ years of progressively responsible experience in financial management- Experience working in a growing start-up environment strongly preferred- Experience in SaaS software, Analytics / AI, is a huge plus- Problem solving and recommendation development – structured problem-solving that results in concrete business recommendations- Strong communication skills – working with executive leadership, investors and at times, customers- Solution knowledge – understand all elements of our product offering and how they drive value for our clients.Benefits:- Competitive Salary- Equity Stock Options- Unlimited PTO- Remote work OK- Health insurance (vision and dental) and 401K