Jobs · Finance · California

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).

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