This role will serve as a strategic finance leader and business partner to the executive team, driving forecasting rigor, performance analytics, capital allocation discipline, and scalable planning infrastructure. This leader will combine deep B2B SaaS financial expertise with startup agility and public-company discipline.
You will design and scale forecasting systems, embed AI-driven analytics into financial processes, and enable faster, smarter decisions through high-quality data insights. The role requires both strategic vision and operational execution.
Key Responsibilities:- Lead company-wide financial planning, forecasting, and long-range planning (LRP) processes.
- Own annual operating plan (AOP), quarterly forecasts, scenario modeling, and board reporting.
- Own long-term cash flow model, path to profitability analysis, working capital modeling, and runway analysis
- Partner with CEO, CFO, and executive leadership to align financial strategy with growth objectives.
- Provide decision support on pricing strategy, go-to-market investments, R&D prioritization, and capital allocation.
- Develop deep analytics around metrics, benchmarks and company KPIs
- Establish public-company caliber reporting cadence, rigor, and controls.
- Embed AI and automation into forecasting, variance analysis, and scenario modeling.
- Partner with IT/Systems and R&D leadership to identify and deliver innovative AI-first solutions for Obsidian's FP&A processes, systems & tooling and data architecture.
- Identify improvement & efficiency opportunities and drive alignment & roadmaps for key planning responsibilities.
- Conduct complex data analysis on financial data to derive actionable insights that inform business strategy and decision-making.
- Partner with the data team to develop real-time dashboards and self-serve analytics for business leaders.
- Act as a data-driven thought partner to leaders across R&D, S&M and G&A teams.
- This is a hybrid position (with office in Palo Alto), however, open to discussing fully remote positions as well.
About You:- 8+ years of related experience
- Deep expertise in financial modeling - you can build a three-statement model from scratch and pressure-test assumptions with confidence
- Experience owning or significantly contributing to an annual planning cycle and long-range financial planning process
- Strong understanding of SaaS metrics and what drives revenue, cost, and efficiency in a software business
- Exceptional communicator - you can synthesize complex financial information into clear narratives for executive and board audiences
- Bachelor's degree required; concentration in accounting or finance preferred
- Investment banking and CPA or CFA candidate preferred
- Strong knowledge of corporate finance and other accounting theory
- Prior experience in managing external auditors and audit related work
- Proficiency with financial planning tools (e.g., Pigment, Anaplan, Adaptive Insights, or similar) and advanced Excel/Google Sheets skills; experience with SQL is a plus
Employee BenefitsOur competitive benefits packages are designed to support our employees' well-being, both at work and at home. Our US based employees enjoy:
- Competitive compensation with equity and 401k
- Comprehensive healthcare with dental and vision coverage
- Flexible paid time off and paid holiday time off
- 12 weeks of new parent or family leave
- Personal and professional development resources
For more details on our US benefits, or for information on our international benefits, please see here.
Pay TransparancyPlease note that the base pay range is a guideline and for candidates who receive an offer, the base pay will vary based on factors such as work location, as well as the knowledge, skills and experience of the candidate. In addition to a competitive base salary, this position is eligible for equity awards and may be eligible for sales commission or incentive compensation based on the role or function within the company.
Base Salary Range
$220,000-$250,000 USD
