---
title: 'Director of Finance at Playbook'
canonical: 'https://feeny.ai/job/director-of-finance-playbook-remote-edgsv70v6crf'
type: 'job'
last_seen: '2026-10-29'
---

# Director of Finance at Playbook

- **Company:** Playbook
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-16
- **Last confirmed live:** 2026-10-29
- **Apply:** https://jobs.lever.co/playbook/03bca12e-e599-4cae-9f7a-5f490f105bf8

## Job description

Salary:  $140-160K. With top performance, you are also eligible to become a shareholder in our company and earn equity.

Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage.  Plus, a 4% employer match with our 401(k).  Other incredible benefits [HERE.](https://www.lulafit.com/careers)

Location: Remote, anywhere in the continental U.S.

Reports to: CFO

## Your Mission

Lead our financial and accounting operations, drive strategic planning, and build a scalable finance organization. As a key strategic partner to leadership, oversee FP&A, accelerate automation and technology integrations across financial systems, modernize budgeting processes, and build advanced data analysis and insight capabilities to transform transactional operations into a strategic growth engine.

## Your Legacy

As Director of Finance, you will build a scalable, high-performing finance organization that transforms transactional accounting into a strategic growth engine. By accelerating automation across Playbook OS, NetSuite, Stripe, and Brex, achieving a repeatable 10-day monthly close, and deploying predictive scenario modeling and real-time dashboards, you will establish robust financial governance, drive departmental accountability, and ensure long-term audit and exit readiness.

## Responsibilities

- Strategic Financial Planning & Analysis (FP&A): Oversee long-term financial modeling, forecasting, and strategic decision support for leadership.
- Automation & System Integration: Accelerate automation and technology integrations across Stripe, NetSuite, Brex, and our proprietary internal operating platform, Playbook OS.
- Budgeting & Variance Reporting: Modernize annual budgeting and actual vs. budget reporting processes, targeting a monthly close within 10 days.
- Data Analysis & Insight Generation: Build advanced data capabilities to deliver actionable financial insights that empower department heads.
- Team Leadership & Organizational Scaling: Build, mentor, and scale a high-performing finance team capable of supporting rapid company growth.
- Accounting & Compliance: GAAP compliance, external audit management, tax strategy, and multi-entity/subsidiary consolidation.
- Treasury & Cash Management: Working capital optimization, free cash flow (FCF) forecasting, and cash buffer governance.
- Exit / M&A Readiness: Data room preparation, quality of earnings (QoE) readiness, and board/investor reporting.

Core Competencies and Qualifications

- 8–12+ years of progressive finance experience, blending foundational accounting/controllership rigor with high-growth strategic FP&A.
- Credentials: Bachelor’s degree in Finance, Accounting, or Economics required; CPA, CFA, or MBA strongly preferred.
- Systems Mastery: Proven track record administering and integrating NetSuite, high-volume payment processors (Stripe), and spend management platforms (Brex). Advanced SQL or BI dashboarding experience is a strong plus.
- Strategic & Operational Range: Ability to zoom out for board-level scenario modeling and zoom in to troubleshoot complex multi-entity reconciliations or ERP data flows.
- Executive Presence & Influence: A collaborative coach who translates complex financial data into clear operational narratives for non-finance leaders

Our Core Values:

Playbook's culture is based on a shared respect for our lived values [HERE.](https://www.lulafit.com/careers)  Fit with our values is a critical component of our hiring process, and you and all of our colleagues are expected to live our core values in interactions with team members, customers, and stakeholders.  An assessment of how you have exhibited our values is also an important part of your performance review process.

Our Commitment To You:

Playbook is committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We know the more inclusive we are, the greater our impact will be!

A Quick Note About Salaries:

We list salaries based on a few key factors.  These include location-specific budgets, market trends, team size, and the scope of the building.  Since we’re a national company working with office properties of all shapes and sizes, the listed salary is tailored specifically to this role and may differ from similar-titled roles on our Careers Page. Curious or want to chat more about it?  We promise to be open and transparent about these details throughout our interview process.

## About Playbook

## Company Overview
- **One-liner**: Playbook (formerly Lulafit) transforms commercial office buildings into hospitality-driven, wellness-focused hubs through a full-service platform blending placemaking, advisory, operations, and technology.
- **Entity Type**: Private (Privately held, no funding rounds disclosed)
- **Headquarters**: Chicago, Illinois, United States
- **Founded**: 2014 (originally as Lulafit, rebranded to Playbook)
- **Founders**: Colleen Werner (Founder & CEO)

## Core Business
- **Primary industry**: Commercial Real Estate / Workplace Hospitality
- **Target customers**: B2B – Commercial real estate owners, asset managers, and property operators
- **Mission statement**: “Create thriving hubs of connection, wellbeing, and productivity” through hospitality and amenities in commercial real estate.

## Products & Services
- **Playbook OS**: A proprietary operating system that powers hospitality operations, tenant experience, and data-driven insights for office assets.
- **Placemaking & Advisory**: Strategy consulting to reimagine office assets as high-performance, branded environments.
- **Full-Service Operations**: From staffing (concierge, fitness instructors, event coordinators) to day-to-day management of amenities like fitness centers, rooftop terraces, conferencing, social clubs, F&B, and public events.
- **White-Labeled Delivery**: Delivers hospitality experiences under the client’s brand, not Playbook’s.

## Market Standing
- **Valuation / Market Cap**: Not publicly available (privately held)
- **Key Metric**: Annual Revenue $5M–$25M (estimated); 93 employees (+20.2% YoY growth)
- **Notable Investors/Partners**: Not disclosed; the company states it is “fiercely independent” and not PE-owned.
- **Growth Signals**: 20%+ headcount growth year-over-year; expanding national platforms with top owners; opened “The Factory,” a 30,000 sq ft immersive wellness hub in Chicago; 64% of owners test amenity build-outs + tenant tech (2024 data).

## Competitive Advantages
- **Full-Service Integration**: Combines strategy, staffing, technology, and operations under one roof – unlike fragmented vendors.
- **Custom-Built IP**: Playbook OS is a proprietary platform tailored to each asset, not a templated solution.
- **White-Labeled Approach**: Elevates the client’s brand, making Playbook an invisible partner that builds loyalty for the building owner.
- **Agility & Independence**: Privately held, boutique team that can move faster than PE-owned competitors.

## Strategic Focus
- **National Scale**: Expanding portfolio-experience platforms across major US markets.
- **Branded Ecosystems**: Moving from single amenities to full branded ecosystems powered by data and hospitality.
- **Operational Technology**: Deepening the Playbook OS to deliver personal, valuable experiences and drive asset performance.

## Why Work Here
- **Culture & Values**: High employee rating (4.5/5 on LinkedIn, based on 58 reviews) with strong scores in culture (4.6) and career (4.4). Described as a fast-paced, boutique team.
- **Benefits** (from playbookexp.com/careers):
  - Medical, dental, vision – two medical plans that are 100% free for employee-only coverage.
  - Up to 4% employer match on safe-harbor 401(k) plans.
  - Professional development stipends for every team member.
  - Employer-paid life and short-term disability insurance.
  - Generous time off and paid holidays.
- **Work Environment**: Mixed – roles range from on-site (fitness instructors, events coordinators) to hybrid (e.g., Client Operations Manager in NYC/SF) and some remote-eligible positions.
- **Perks**: Access to “The Factory” – a 30k sq ft immersive wellness hub in Chicago.
- **Hiring Process**: Uses AI tools to assist in reviewing applications and analyzing resumes; final decisions are made by humans.
- **Open Roles** (as of search): Meetings & Events Coordinator, Event Coordinator (Contractor), Mat Pilates Instructor (Contractor), Client Operations Manager, Group Fitness Instructor + Front Desk Support (Contractor), Content Strategist + Producer.

## Sources
1. [playbookexp.com/about](https://www.playbookexp.com/about)
2. [playbookexp.com/careers](https://www.playbookexp.com/careers)
3. [playbookexp.com/what-we-do](https://www.playbookexp.com/what-we-do)
4. [linkedin.com/company/playbookexp](https://linkedin.com/company/playbookexp)
5. [jobs.lever.co/playbook](https://jobs.lever.co/playbook)

## Other roles at Playbook

- [Meetings and Events Coordinator](https://feeny.ai/job/meetings-and-events-coordinator-playbook-austin-j459smp27xf8) — Austin, TX
- [Experience Manager](https://feeny.ai/job/experience-manager-playbook-dallas-358dykjg2svs) — Dallas, TX
- [Wellness Program Manager](https://feeny.ai/job/wellness-program-manager-playbook-phoenix-h1saew1kfgpv) — Phoenix, AZ
- [Group Fitness Instructor (Contractor)](https://feeny.ai/job/group-fitness-instructor-contractor-playbook-chicago-ayrmbcngr79r) — Chicago, IL
- [Fitness Coach](https://feeny.ai/job/fitness-coach-playbook-los-angeles-7n720e6z1wrp) — Los Angeles, CA
- [Experience Director](https://feeny.ai/job/experience-director-playbook-boca-raton-1f201nt1j3t0) — Boca Raton, FL
- [Event Coordinator (On-call, Contractor)](https://feeny.ai/job/event-coordinator-on-call-contractor-playbook-miami-67grxak73nqk) — Miami, FL
- [Event Coordinator (On-call, Contractor)](https://feeny.ai/job/event-coordinator-on-call-contractor-playbook-phoenix-sgs35dcw19zp) — Phoenix, AZ
- [Venue Sales Manager](https://feeny.ai/job/venue-sales-manager-playbook-phoenix-ck4kr1rp1fy4) — Phoenix, AZ
- [Experience Director](https://feeny.ai/job/experience-director-playbook-new-york-ht3s73mjeyvp) — New York, NY