What you’ll do
Financial Planning & Analysis
- Own the company's budgeting, forecasting, long-range planning, and financial modeling.
- Deliver actionable insights that connect business performance to financial outcomes.
- Lead scenario planning and support strategic decisions around growth, pricing, and investments.
Treasury & Capital Management
- Oversee cash management, liquidity planning, banking relationships, and debt compliance.
- Optimize working capital and capital structure to support sustainable growth.
- Partner with the CFO on financing strategy and capital allocation.
Investor & Board Relations
- Prepare board and investor reporting that clearly communicates company performance and outlook.
- Develop the financial models and SaaS metrics that support strategic planning and fundraising.
- Support due diligence activities for financing, M&A, or other strategic initiatives.
Strategic Finance Partnership
- Partner with leaders across Revenue, Marketing, Product, Customer Success, and Operations to guide business decisions.
- Evaluate new products, pricing strategies, go-to-market investments, and growth opportunities through a financial lens.
- Align financial planning with operational metrics to drive company performance.
Leadership
- Build, lead, and develop a high-performing FP&A organization.
- Foster strong partnership across Finance, including close collaboration with the Controller and Accounting team.
- Establish scalable financial processes, reporting, and planning capabilities to support the company's next stage of growth.
Who you are
- Strategic & Analytical – You connect financial performance to business strategy and can move seamlessly between executive-level planning and detailed financial analysis.
- An Influential Communicator – You simplify complex financial concepts, build trust across the organization, and communicate effectively with executives, investors, and the Board.
- A Proactive Builder – You thrive in fast-paced environments, take ownership, and create scalable processes, systems, and financial infrastructure that enable growth.
- A Collaborative Leader – You develop high-performing teams, partner effectively across functions, and raise the level of everyone around you.
- An Owner's Mindset – You think like an investor, prioritize what drives the greatest business impact, and make decisions with long-term value creation in mind.
Requirements
- 10+ years of progressive experience in FP&A, treasury, strategic finance, or corporate finance, including 5+ years in a VP, Senior Director, or equivalent leadership role.
- Experience leading finance within a private equity- or venture-backed SaaS company with recurring revenue, ideally in the $50M–$150M ARR/revenue range.
- Deep understanding of SaaS business models, including subscription, usage-based, professional services, and other recurring revenue streams, with expertise in financial modeling and revenue planning.
- Hands-on experience with treasury management, including cash flow forecasting, liquidity planning, debt facilities, covenant compliance, banking relationships, and working capital optimization.
- Expertise in financial planning, driver-based modeling, scenario analysis, and executive decision support.
- Experience building executive and board reporting around SaaS metrics including ARR, CARR, EBITDA, NDR, GDR, LTV/CAC, unit economics, and other key business KPIs.
- Advanced proficiency with modern finance technology, including FP&A platforms, ERP systems, and business intelligence tools. NetSuite experience preferred.
- Track record of building, leading, and developing high-performing FP&A or strategic finance teams.
- Exceptional analytical, strategic, and problem-solving skills, with the ability to translate complex financial data into clear business recommendations.
- CPA, MBA, or CFA preferred, but not required.
Compensation
Base Salary: $190,000–$220,000, depending on experience and scope of prior treasury and strategic finance responsibilities.
Performance Bonus: 10–20% of base salary, tied to measurable finance, treasury, and company-level objectives.
Equity is also provided.
Benefits & Perks: Remote-first & flexible hours, annual learning reimbursement, family-friendly policies, generous time off (3 weeks PTO).