Director of Finance, Fintech & SaaS

About the role

This role supports venture-backed fintech and software companies operating in data-driven and often regulated environments. You will own FP&A, forecasting, and board reporting for fintech and SaaS clients, build and maintain SaaS and fintech KPI frameworks, partner with founders on fundraising models, valuation narratives, and investor materials, advise on cash-runway risk, burn optimization, and growth tradeoffs, mentor junior consultants delivering analytics and reporting, and advise on revenue recognition, deferred revenue, and multi-product pricing strategies.

Responsibilities

• Own FP&A, forecasting, and board reporting for fintech and SaaS clients
• Build and maintain SaaS and fintech KPI frameworks (MRR/ARR, churn, net retention, CAC payback)
• Partner with founders on fundraising models, valuation narratives, and investor materials
• Support revenue recognition, deferred revenue, and multi-product pricing strategies
• Advisory on cash-runway risk, burn optimization, and growth tradeoffs
• Mentor junior consultants delivering analytics and reporting
• Advise on revenue recognition, deferred revenue, and multi-product pricing strategies
• Advisory on cash-runway risk, burn optimization, and growth tradeoffs

Requirements

• 8+ years in finance or consulting with fintech, SaaS, or payments exposure
• Deep understanding of SaaS metrics, revenue models, and investor expectations
• Comfort operating in regulated or compliance-sensitive environments
• Strong modeling skills and experience with FP&A platforms or BI tools
• Ability to distill complex analyses into clear board- and founder-ready insights
• Prior experience serving as a senior finance leader (Director, Head of Finance, or equivalent) in a high-growth startup or venture-backed company
• Experience supporting companies through rapid scaling, fundraising, or operational complexity
• CPA credential strongly preferred; MBA or other advanced financial training a plus

Qualifications

• Deep understanding of SaaS metrics, revenue models, and investor expectations
• Comfort operating in regulated or compliance-sensitive environments
• Strong modeling skills and experience with FP&A platforms or BI tools
• Ability to distill complex analyses into clear board- and founder-ready insights
• Prior experience serving as a senior finance leader (Director, Head of Finance, or equivalent) in a high-growth startup or venture-backed company
• Experience supporting companies through rapid scaling, fundraising, or operational complexity
• CPA credential strongly preferred; MBA or other advanced financial training a plus

Skills

• Strong modeling skills and experience with FP&A platforms or BI tools
• Ability to distill complex analyses into clear board- and founder-ready insights
• Experience serving as a senior finance leader (Director, Head of Finance, or equivalent) in a high-growth startup or venture-backed company
• Experience supporting companies through rapid scaling, fundraising, or operational complexity
• CPA credential strongly preferred; MBA or other advanced financial training a plus

Benefits

• Flexible work schedule to promote a healthy work-life balance
• Medical, Dental & Vision Insurance for you and your dependents
• Short & Long Term Disability Insurance to support you when you need it the most
• Flexible PTO - Take time off from work when you need it
• 401 (k) with a company match to ensure you are ready for retirement
• A generous home office expense reimbursement so you have the office you need to be productive
• Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach if you’d like!
• A collaborative, communicative culture, driven by our Core Purpose + Values

Pay

The pay range target for the role described in this job description depends on multiple factors such as candidate experience and expertise, geographic location, and current market data. We estimate the range of this role will likely fall between $71,000 - $306,800.

Application

To apply, please visit our careers page here.