Strategic Finance Lead
Theory Ventures · San Francisco, CA · 1 wk ago
FinanceFull-time
About the role
We're hiring a Strategic Finance Lead as our first dedicated finance hire. This is a builder's role — you're not stepping into existing systems, you're creating them.
Responsibilities
- Build and own Sail's operating P&L — the single source of truth connecting GPU cluster unit economics (cost per GPU-hour, utilization, depreciation/useful life, power costs) and how it flows down to product pricing, unit economics, and actual financial performance.
- Partner cross-functionally on board materials: financial modeling, data room preparation, and diligence support.
- Stand up Sail's first real FP&A process: budgeting and forecasting, sized appropriately for an early-stage company.
- Develop the headcount and opex planning model as the team grows; own burn rate and runway tracking.
Requirements
- 5–8+ years in finance roles with real modeling depth (investment banking, growth/private equity, corporate development, or strategic finance/FP&A at a high-growth company).
- Infrastructure or capital-intensive business experience (data centers, energy, equipment leasing, or similar) is a strong plus.
- Genuine fluency in building financial models from scratch; comfortable building an operating P&L and pro forma model.
- Comfort with ambiguity and building right-sized processes.
- Bonus: exposure to revenue recognition for usage-based/consumption billing, or experience inside a GPU cloud, data center, or other infrastructure-as-a-service business.
Qualifications
Not specified.
Skills
- Financial modeling
- Financial planning and analysis (FP&A)
- Revenue recognition
- Operating P&L management
Benefits
Not specified.
Pay
Not specified.
Schedule
Not specified.
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