Finance Director
Beacon AI · San Carlos, CA · 1 mo ago
HybridFinanceFull-time
What You’ll Own
- Financial planning and modeling (core)
- Build and maintain multi-year, multi-scenario financial models (revenue, headcount, gross margin, cash, runway, balance sheet).
- Own annual planning and rolling forecasts, including a monthly forecast cadence.
- Define and track operating metrics and KPIs that actually drive the business.
- Turn assumptions into clear sensitivities, risks, and decision options for leadership.
- Budgeting and spend management
- Own budgets, approvals, and variance reporting (plan vs actual, drivers, corrective actions).
- Partner with functional leads on headcount planning and project-based budgeting.
- Put lightweight controls in place that keep us disciplined without slowing the company down.
- Pricing, packaging, and market segmentation support
- Partner with GTM and product leadership on market segmentation and pricing strategy.
- Build pricing and unit economics models (margin, cost-to-serve, discounting guardrails, contract structure tradeoffs).
- Support deal review and proposal economics: profitability, payment terms, milestones, and risk.
- Finance operations and external partner management
- Manage contract bookkeepers/accounting and tax providers: close schedule, accuracy, deliverables.
- Maintain clean monthly reporting and cash planning (invoicing, collections, vendor payments, expense policy).
- Keep us audit-ready as needed, with good documentation and consistent processes.
Leadership and cross-functional work
- Be a thought partner to the CEO and leaders on strategy, sequencing, and tradeoffs.
- Contribute to company operations and other high-priority work as needed (startup mindset, high ownership).
What Success Looks Like (first 90 Days)
- A clear, version-controlled financial model with scenarios we use (base, downside, aggressive, plus strategic variants).
- A predictable monthly cadence: close, reporting, variance review, and forecast updates.
- A runway and cash plan leadership trusts, with clear levers and early warning signals.
- A pricing/deal economics framework that makes proposals faster and margin outcomes more predictable.
Ideal background
- 6–12+ years in FP&A, strategic finance, and/or finance leadership; startup experience strongly preferred.
- Expert-level financial modeling (driver-based, clean structure, fast iteration, easy to audit).
- Comfortable owning the full finance lane while managing outsourced accounting and tax partners.
- Experience building budgets and forecasts tied to hiring plans, delivery plans, and GTM motion.
- Experience supporting pricing, packaging, and/or market segmentation work.
Traits that matter
- High ownership, strong judgment, and comfort with ambiguity.
- Clear communicator who can explain numbers to non-finance teammates and push back when needed.
- Practical operator: can keep things lightweight but correct.
- Fast, reliable, and trusted.
Nice-to-haves
- Fundraising support: board materials, investor metrics, data room readiness, finance narrative.
- Familiarity with government or defense contracting economics (if relevant to your business).
- Familiarity with common startup finance tooling (QuickBooks/Xero, Ramp/Brex, Gusto/Deel, basic BI).