Who we are

Copilot Money is on a mission to help people stress less about money. We’re building a new kind of financial platform that empowers people to take control of their finances, make informed decisions, and achieve their goals. We're a high-energy, fast-paced startup looking for determined, hands-on folks to join our team and make a real impact on people's financial lives.

Our product is a personal finance tracker for iOS and Mac that people actually love using. Copilot takes advantage of machine learning to deliver powerful, hyper-personalized finance data insights to help users effortlessly understand and manage their spending, budgeting, and investing.

The Role

We're seeking a Head of Finance to join our growing team. In this role, you’ll own all financial responsibilities across the business, from day-to-day financial operations to strategic planning and long-term financial strategy, while building the foundation for a scalable finance function. You’ll report directly to our CEO and serve as a key thought partner to the leadership team.

This is a hybrid position based in New York City; you’ll be required to come into our Brooklyn office at least 2 times a week along with the rest of the team. We work from home the rest of the week, but the office is always available in case you want to make use of it more often.

Key Responsibilities

• Own Copilot Money’s financial strategy, planning, and execution across budgeting, forecasting, and cash flow management.
• Lead monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting.
• Develop and maintain financial models to support strategic decision-making, product investments, and growth initiatives.
• Partner closely with the CEO and leadership team to provide insights on company performance, unit economics, and key metrics.
• Oversee accounting operations, including working with external accountants, payroll, taxes, and compliance.
• Prepare materials for the Board and investors, including financial reporting, runway analysis, and fundraising support.
• Establish and improve financial processes, controls, and systems as the company scales.
• Support pricing, monetization, and go-to-market decisions with data-driven financial analysis.