Alinea Invest, an AI-powered wealth management app for the next generation, raised $15.5M+ to date and recently closed a Series A led by Play Ventures, with investors including Y Combinator, Harvard and ex-Robinhood employees. Alinea’s mission is to redefine wealth management for the next generation with AI-powered personalization tailored to every stage of your journey. Today, 2M+ investors use Alinea: 70% are female and 60% are GenZ's. The company grew 4x YoY in 2025 to $12M in net revenue with a team of 12. The startup was founded by Anam Lakhani & Eve Halimi (Forbes Under 30) (ex Goldman, Citi), who met at Columbia University and have been working on the problem for over 4+ years.

About the job

Alinea Invest is building the next generation of investing and we’re one of the fastest growing Series A fintechs, backed by top-tier investors, with a product users genuinely love and trust.

We’re now looking for our first Head of Finance to join our small but ambitious team. We want someone who is numbers-obsessed, detail-oriented, and excited to build. This role will own Alinea’s finances end-to-end and partner closely with the founders as we scale responsibly and prepare for our next phase of growth.

If you enjoy being close to the business, shaping strategy, and building systems from scratch, this role is for you.

What You’ll Do

Partner closely with the Co-CEOs and leadership team to own Alinea’s financial function end-to-end
Lead company-wide budgeting, forecasting, and long-term financial planning, translating financial data into clear, actionable business insights
Own the month-end close, financial statements, and performance reporting, ensuring accuracy, timeliness, and clarity
Design, build, and scale financial systems and processes that support growth across product, marketing, and operations
Own user acquisition and growth financing forecasts, partnering with marketing and growth teams to model CAC, payback, and capital efficiency
Help Alinea scale profitably, with deep focus on unit economics, pricing strategy, and spend efficiency
Proactively identify and execute cost-saving opportunities across the P&L, including vendor and SaaS negotiations
Manage cash flow, runway planning, scenario modeling, and capital allocation decisions
Oversee crypto float management, including forecasting, reconciliation, and risk considerations tied to on-platform balances
Ensure tax, compliance, and regulatory oversight appropriate for a regulated fintech environment
Support fundraising and investor relations, including diligence, board materials, and ongoing investor reporting
Build and manage external finance partners (accounting, payroll, tax, audit) and, over time, grow the internal finance team

What We’re Looking For

4+ years of experience in finance, accounting, investment banking, or related roles
Prior experience in a high-growth startup environment (Series A - C preferred)
Strong foundation in financial operations, forecasting, and modeling
Advanced Excel / Google Sheets skills (modeling, scenarios, pivots, formulas)
Excellent attention to detail and comfort working with complex datasets
Clear communication skills - you can translate numbers into insights for non-finance teammates
A proactive, ownership-driven mindset: you spot issues early and fix them
Comfort operating in ambiguity and building processes from scratch
Experience managing or analyzing crypto-related balances, float, or treasury operations
Familiarity with cohort-based financing, revenue-based financing, or other alternative capital structures
Exposure to fintech, financial services, or regulated environments

Perks

Be a leader at one of the fastest growing fintechs
Work directly with the founders and leadership team
High ownership and visibility across the business
Great healthcare coverage (medical, dental, vision)
401(k) plan
Competitive compensation, equity upside, and growth opportunities

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