Own monthly reconciliation, reporting, and compliance for Givzey and Version2.ai. Build and present financial forecasts and KPI-driven reports to CEO and Board. Manage AP, invoicing, collections, cap tables, 409A valuations, tax compliance, commission reporting, vendor onboarding, audits, contracts, and software license/insurance reviews.
About Givzey / Version2.ai
Join the Future of Fundraising at Givzey!
Givzey is one of the fastest-growing and most innovative technology companies serving the nonprofit sector, on a mission to unlock more generosity through AI-powered donor engagement. At the center of that innovation is Version2.ai, the world’s first Autonomous AI fundraisers—Virtual Engagement Officers (VEOs)—designed to independently manage donor engagement and generate revenue. Unlike traditional AI tools that simply make staff more efficient, VEOs expand fundraising capacity by acting as AI workers that operate donor portfolios, build relationships, and secure gifts on their own. In just three years, Givzey’s platform has already helped organizations raise $10M+ through autonomous engagement, including individual gifts as large as $100,000. Alongside this breakthrough technology, Givzey’s Gift Agreement Platform modernizes the multi-year giving process, enabling nonprofits to secure, manage, and forecast commitments with unprecedented ease.
- Own all monthly financial reconciliation, reporting, and compliance for both Givzey and Version2.ai.
- Build, refine, and present financial forecasting models that power leadership decisions.
- Deliver clear, actionable financial performance reports to the CEO and Board of Directors.
- Lead accounts payable, invoicing, collections, and vendor onboarding processes.
- Maintain cap tables and oversee 409A valuations.
- Ensure full compliance with federal, state, and local tax regs.
- Manage commission reporting for leadership and sales teams.
- Partner with legal and accounting on audits, contracts, and compliance.
- Review and optimize software license agreements and insurance coverage.
- 3–5 years of finance experience, ideally in a SaaS startup (bonus: nonprofit familiarity).
- Proven success with forecasting, KPI tracking, and board-level reporting.
- Bachelor’s degree in finance, accounting, or related field — or equivalent experience.
- Detail-driven, analytical, and unafraid of a fast-moving to-do list.
- Exceptional communication skills — you can turn complex numbers into a compelling story.
- Passion for our missions and excitement to grow alongside two trailblazing companies.
- A proactive, roll-up-your-sleeves mindset — because “that’s not my job” isn’t in your vocabulary.
- Work fully remote with a tight-knit, high-performing team.
- Be part of two industry-shaping SaaS products in hyper-growth mode.
- Direct access to founders and leadership — your voice and ideas matter.
- Opportunity to help shape our long-term strategy and scale.
Givzey Boston, Massachusetts, USA Office
207 Massachusetts Ave, Boston, Massachusetts, United States, 02115
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