What are the responsibilities and job description for the Director of Finance and Strategy position at Vantagepoint ai, LLC?
Director of Finance and Strategy
Shape the Future of A.I.-Powered Trading While Honoring Our Legacy
Shape the Future of A.I.-Powered Trading While Honoring Our Legacy
Are you a strategic, results-driven leader with exceptional financial acumen, a deep understanding of operations, and a passion for innovation? Do you thrive at the intersection of strategy, leadership, and execution? If so, Vantagepoint A.I. — recognized as the Best Predictive A.I. Software for Traders in the United States — invites you to lead our next phase of growth.
With 46 years of success, we are not just another fintech company. We are an industry pioneer with a proven track record, now entering our most exciting chapter yet. As Director of Finance and Strategy, you will play a pivotal role in shaping our future while preserving the integrity of our legacy.
Why Vantagepoint A.I.?
- Join a recognized industry leader blending A.I.-driven innovation with financial market expertise.
- Lead within a close-knit, high-performance team of just under 100 professionals.
- Experience true work-life balance with standard business hours (8:30 AM - 5:30 PM, limited weekends).
- Receive 100% employer-paid healthcare and dental coverage.
- Thrive in a collaborative, people-first culture that values both tradition and forward-thinking strategies.
- Enjoy company-sponsored social events, team-building retreats, and a modern workspace in Wesley Chapel.
Your Impact as Director of Finance and Strategy
You won’t just oversee financial and operational processes, you’ll also be a stakeholder in setting the strategic direction, optimizing efficiencies, and driving innovation while maintaining our company’s strong foundation.
Financial Leadership & Innovation
- Modernize financial strategies while preserving our history of success.
- Lead financial reporting, analysis, and forecasting with a balance of innovation and GAAP compliance.
- Implement thoughtful process improvements that enhance efficiency without disrupting time-tested practices.
- Identify opportunities for financial growth while ensuring fiscal discipline and sustainability.
- Foster a culture of continuous learning by mentoring finance team members, providing skill development opportunities, and encouraging professional growth.
Operational Excellence & Business Strategy
- Drive key strategic initiatives that balance tradition with innovation.
- Collaborate with fellow leaders to enhance sales and marketing strategies through data-driven insights.
- Evaluate sales teams and performance companywide, including periodic call listening and sales training sessions, and identify opportunities for optimizing sales strategies, team development, and innovative approaches.
- Oversee vendor relationships and technology infrastructure, ensuring seamless operations and strategic expansion.
- Guide real estate planning and operational scalability while maintaining financial prudence.
Strategic Marketing Partnership
- Collaborate closely with the marketing department to analyze key financial data and provide insights that enhance marketing strategies for maximum ROI.
- Evaluate marketing initiatives and assist in aligning financial structures and budgets to help optimize advertising spending for maximum effectiveness.
- Identify growth opportunities through data analysis and recommend enhancements to marketing investments and strategies to improve outcomes.
- Ensure financial resources are strategically allocated to support high-impact marketing initiatives and market expansion.
People Leadership & Cultural Stewardship
- Foster a strong, collaborative company culture rooted in our family-business values.
- Lead HR operations, ensuring that employee programs align with our mission and growth.
- Drive employee satisfaction, engagement, and talent development through strategic initiatives.
- Champion a high-performance environment that blends institutional knowledge with fresh innovation.
Legal & Compliance Oversight
- Provide strategic legal guidance on corporate compliance, contracts, and risk management.
- Manage external legal relationships and oversee regulatory adherence.
What You Bring to the Table
- Bachelor’s degree in accounting, finance, or related field.
- 5-10 years of progressive finance/accounting leadership experience.
- Exceptional communication and interpersonal skills — able to engage with executives, teams, and stakeholders at all levels.
- Strong emotional intelligence — a leader who builds trust, fosters collaboration, and drives synergy across departments.
- Demonstrated success in process improvement and change management while respecting legacy systems.
- Proven ability to balance innovation with operational efficiency and financial discipline.
- Experience partnering with marketing teams to drive strategic growth initiatives.
Compensation & Benefits
- Competitive base salary plus annual performance-based bonus.
- 100% employer-paid healthcare and dental coverage.
- Generous paid time off to support work-life balance.
- A stable and thriving company positioned for long-term growth, regardless of economic conditions.
- A vibrant, forward-thinking culture that values both tradition and innovation.
Be Part of Something Bigger
At Vantagepoint A.I., you won’t just be a number — you’ll be a visionary leader helping to shape the future of A.I.-powered financial trading software. This is your opportunity to make a lasting impact within a company that values strategic leadership, innovation, and cultural excellence.
Ready to lead? Apply today and help us write the next chapter in fintech success.
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