Director of Finance

Responsibilities

• Own company-wide financial planning, forecasting, and budgeting processes
• Lead annual planning, including headcount modeling, revenue assumptions, and scenario planning
• Build and maintain financial models that support hiring, growth, and operational decision-making
• Partner closely with leadership across Sales, Customer Success, Product, Engineering, and Operations
• Help leadership evaluate investment tradeoffs across headcount, tooling, and strategic initiatives
• Improve visibility into business performance through reporting, forecasting, and financial analysis
• Improve financial operating cadence and reporting consistency across the business
• Establish and lead monthly business reviews
• Strengthen oversight of payroll, accounts payable, accounts receivable, collections, and expense management
• Partner with external accounting and finance vendors to ensure reliable financial operations
• Build scalable processes, controls, and systems that support future growth
• Support equity grant modeling and compensation planning processes
• Act as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives
• Pressure test commission plans and incentive structures across Sales and Customer Success teams
• Improve financial visibility into customer acquisition, retention, and expansion performance
• Support strategic partnership and expansion modeling
• Partner with leadership on board reporting and investor materials
• Improve financial storytelling and executive-level reporting
• Support preparation for future fundraising and long-term capital planning
• Build credibility with external stakeholders including investors, auditors, and banking partners

Qualifications

• 6+ years in finance, FP&A, or strategic finance roles; investment banking or private equity experience is a plus
• Background in high-growth SaaS or investor-backed startup environments
• Exposure to fundraising and financial planning processes
• Strong FP&A, forecasting, and financial modeling capabilities
• Proven ability to build scalable processes and operate effectively in ambiguous environments
• Strong business partnership mindset across Revenue Operations, Sales, Marketing, and Operations
• Ability to evaluate pricing, GTM investments, and compensation or commission structures
• Comfortable operating at both a strategic and hands-on level
• Strong communication, including presenting financial insights to leadership teams or boards
• High attention to detail, strong ownership mentality, and pragmatic problem-solving skills
• Familiarity with headcount planning, compensation planning, equity modeling, or board reporting
• Healthcare, payments, or recurring revenue business model exposure is a plus