Head of Finance

About the role

This is a foundational finance leadership role at a rapidly scaling, AI-native technology company. You will be the first full-time finance leader, partnering closely with the COO and executive team. The role combines strategic leadership with hands-on ownership across FP&A, accounting, revenue, and operations. You will build the financial infrastructure, processes, and reporting systems needed to support the next stage of growth. You will also partner with Product and Go-to-Market teams on pricing, packaging, deal strategy, and monetization. As the company scales, you will use automation and AI to streamline repetitive finance work and increase operational leverage. This is a high-impact opportunity for a builder who wants to shape the finance function from the ground up.

Responsibilities

• Own the finance function across financial planning and analysis, accounting operations, reporting, revenue processes, and financial controls, establishing scalable processes that support rapid growth.
• Lead monthly and quarterly close activities, consolidations, and reconciliations while producing timely, accurate investor and board reporting covering metrics such as ARR, NRR, retention, cash, and overall financial performance.
• Establish quarterly budgets, manage rolling forecasts, conduct unit economics analysis, and monitor actual performance against the full P&L plan.
• Develop and maintain revenue recognition policies and processes, including ASC 606 requirements, deal reviews, control evidence, external audit support, and SOC 2 readiness.
• Build and optimize quote-to-cash operations spanning order management, invoicing, collections, cash application, and credit risk, with a focus on reducing DSO and operational exceptions.
• Own deal desk processes, including discounting guardrails, approval policies, and non-standard deal reviews in partnership with Product, Go-to-Market, and Legal teams.
• Partner with Product and Go-to-Market leadership to develop, test, and measure pricing and packaging strategies, creating an ongoing monetization experimentation framework.
• Establish and improve sales compensation processes and programs, ensuring accurate, efficient, and scalable administration.
• Build effective integrations and workflows across ERP, billing, CRM, and data systems, including Rillet, Stripe, Snowflake, and HubSpot.
• Introduce AI-powered automation and agents to reduce repetitive finance activities, improve efficiency, and enable the team to focus on higher-value strategic decisions.
• Establish finance policies, operating rhythms, documentation, and controls that create a strong foundation for continued organizational growth.
• Serve as a strategic partner across departments, translating financial data into actionable insights and helping leadership make informed business decisions.
• Develop the finance function over time, establishing the systems, processes, and capabilities required to support a larger and more sophisticated organization.

Requirements

• 8+ years of experience in SaaS finance or accounting, with demonstrated ownership of end-to-end quote-to-cash and revenue recognition processes.
• Proven experience building or managing deal desk operations and sales compensation programs.
• Strong understanding of SaaS financial metrics, forecasting, budgeting, revenue recognition, unit economics, and cash management.
• Demonstrated success improving financial close processes, forecasting accuracy, DSO, and broader finance operations.
• Strong process and policy development skills, with the ability to create practical, scalable frameworks in a fast-growing environment.
• Experience partnering effectively with Product, Go-to-Market, Legal, and other cross-functional teams.
• Strong operational mindset with the ability to move between strategic planning and hands-on execution.
• Excellent written and verbal English communication skills, with the ability to collaborate effectively with stakeholders and customers across multiple functions and time zones.
• Strong analytical, problem-solving, and decision-making capabilities, with a high degree of ownership and accountability.
• CPA certification is preferred but not required.
• A college degree is not required; demonstrated relevant experience and capability are valued.
• Experience with product-led growth and monetization experimentation is a plus.
• Familiarity with SOC 2 audits, control evidence, and compliance processes is a plus.
• Hands-on experience integrating ERP, billing, CRM, and data platforms is a plus.
• Experience working in an AI-native or highly automated technology environment is advantageous.
• Comfortable working remotely and accommodating collaboration between 7:00 AM and 10:00 AM Pacific Time to support distributed teams.

Benefits

• Remote-first: Fully remote-friendly work environment with a globally distributed team.
• Flexibility: Schedule designed to support collaboration across multiple time zones, with required availability from 7:00 AM to 10:00 AM Pacific Time.
• Growth opportunity: Foundational leadership position with the opportunity to build and scale the finance function from the ground up.
• Strategic impact: Direct exposure to executive leadership and significant influence over financial strategy, operations, and company growth.
• AI-native environment: Opportunity to use AI and automation to transform finance operations and increase the impact of a lean team.
• Professional development: Opportunity to work across finance, Product, Growth, Go-to-Market, and company operations in a rapidly evolving technology environment.