What You Will Do
- Own the forward-looking driver-based financial model, build scenarios, pressure-test assumptions, and translate levers into clear tradeoffs for leadership.
- Live in unit economics: track and improve margins and P&Ls by location, cohort and segment by region/seasonality/property type, surface insights and partner with Operations to increase contribution margin.
- Build lightweight budget vs actuals and KPI dashboards (cash, runway, sales productivity, marketing efficiency, portfolio performance) for daily leadership use.
- Lead transition from QuickBooks to scalable ERP; partner with Accounting to rationalize chart of accounts, tighten close processes, and ensure clean books.
- Own cap table management on Carta, option grants, refreshes, and board approvals.
- Maintain investor and board readiness with consistent metrics, clean data room, and crisp monthly/quarterly reporting.
- Manage vendor spend: identify cost buckets, renegotiate terms, standardize commercial templates.
- Partner on compensation philosophy, leveling frameworks, annual reviews, and headcount planning.
- Coordinate legal/G&A items including commercial contract review, insurance, office operations; bring in external counsel efficiently.
- Maintain cash forecasts, evaluate debt, cultivate banking relationships, and plan for audits.
- Build simple ROI templates and decision frameworks for project prioritization.
What You Need
- Built-from-scratch experience as first or early finance hire at high-growth venture-backed company; personally implemented systems, closed books, owned model, taken company through first audits.
- Hands-on operator comfortable toggling between high-level strategy and ground-level detail.
- Strong command of driver-based modeling, scenario analysis, cohort economics, paired with judgment to simplify and focus on business drivers.
- Experience moving from QuickBooks to ERP; designing chart of accounts, shortening close cycles, making data trustworthy.
- Clear communicator who translates complexity into crisp narratives for executives, board, banks, and investors.
- Comfortable reviewing commercial terms, standardizing templates, and leading vendor renegotiations.
- Experience supporting comp design, leveling, and workforce planning.
- Bias for action: move fast, ship 80/20 solutions, improve systems every cycle; Finance should enable speed, not slow the company.
- Proactive order-maker who identifies gaps, builds models, and brings recommendations.
Strongly preferred: Multi-location or revenue-share/transactional business exposure, hardware/inventory familiarity, prior ownership of legal and G&A functions, experience preparing for and leading first audits. Bonus for roll-up or M&A-driven growth strategy experience.