Director, Finance - Webull Pay (Crypto)
Indexed description
The ideal candidate has significant experience serving as a senior finance executive within a regulated money service business (MSB), fintech, cryptocurrency, digital asset, broker-dealer, payments, or financial institution. This individual will partner closely with executive leadership, legal, compliance, operations, risk management, and external regulators to maintain a strong financial control environment and support the company's continued growth.
In This Role, You Will
Financial Leadership
- Lead all accounting, finance, treasury, tax, budgeting, forecasting, and financial planning activities.
- Develop and execute financial strategies aligned with the company's business objectives.
- Provide financial analysis and strategic recommendations to executive leadership.
- Oversee cash management, liquidity planning, and capital management.
- Ensure timely and accurate preparation of all required state Money Transmitter License (MTL) financial reports and call reports.
- Oversee preparation of GAAP-compliant financial statements.
- Coordinate regulatory examinations and financial inquiries from state regulators.
- Maintain compliance with applicable financial reporting requirements for regulated money transmission and digital asset activities.
- Support enterprise risk management and regulatory compliance initiatives.
- Establish and maintain financial controls ensuring proper custody, segregation, reconciliation, and safeguarding of customer fiat and digital assets.
- Collaborate with Operations to ensure daily reconciliations of customer balances, custodial accounts, and settlement accounts.
- Ensure financial processes comply with regulatory expectations regarding customer asset protection.
- Partner with Operations, Compliance, and Engineering to strengthen financial controls around custody infrastructure.
- Maintain a robust internal control framework over financial reporting.
- Oversee monthly, quarterly, and annual financial close processes.
- Implement accounting policies consistent with U.S. GAAP.
- Evaluate and improve accounting systems, automation, and financial processes.
- Lead annual financial statement audits and coordinate with independent external auditors.
- Manage internal audit findings and remediation efforts.
- Ensure timely completion of regulatory and financial audits.
- Support SOX readiness and internal control enhancements, where applicable.
- Manage banking relationships and payment infrastructure.
- Monitor liquidity, reserve requirements, and capital adequacy.
- Oversee treasury operations supporting fiat and cryptocurrency activities.
- Prepare payment invoices.
- Foster a culture of accountability, integrity, and continuous improvement.
- Collaborate cross-functionally with Compliance, Legal, Risk, Product, Operations, and Technology teams.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA strongly preferred.
- Minimum 8+ years strong accounting experience or equivalent senior finance leadership role within a regulated crypto financial services organization.
- Experience with cryptocurrency, digital assets, fintech, payments, broker-dealer, banking.
- Demonstrated experience managing financial reporting for regulated entities.
- Experience preparing and submitting state MTL call reports and regulatory financial filings.
- Experience overseeing annual financial statement audits.
- Strong knowledge of U.S. GAAP and financial reporting standards.
- Experience designing and maintaining effective internal controls.
- Proven ability to lead finance organizations through periods of growth and regulatory change.
- Experience with licensed cryptocurrency exchanges or digital asset custodians.
- Familiarity with state Money Transmitter License requirements.
- Experience working with customer asset segregation and safeguarding requirements.
- Knowledge of stablecoins, blockchain settlement, and digital asset accounting.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
EEOC Statement
Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
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