The RoleThe Director of Finance is a builder seat - finance first, with real operational ownership and a small but meaningful people ops component.
You will be Occuspace's hands-on finance leader, owning the day-to-day financial engine while serving as a strategic partner to the CEO and executive team. This is not a role where you inherit a fully built function. You'll be expected to operate in the details, build scalable systems and processes, and turn financial and operational data into better decisions.
The role breaks down roughly as:
- 70% Finance - accounting, bookkeeping, AR/AP, FP&A, board and investor reporting
- 20% Operations - payroll, RevOps, systems, vendors and insurance, and lightweight controls
- 10% People Ops / HR - onboarding, benefits, HRIS, headcount and compensation administration
You'll be equally comfortable overseeing closing of books, building a forecast, tightening the quote-to-cash process, running payroll, and presenting unit economics to the board. Over time, you'll help scale the function and the team beneath you.
What You'll OwnAccounting & Bookkeeping- Own the books end to end - maintain the general ledger, run an accurate and timely monthly close, and keep clean, audit-ready records.
- Accounts payable - manage vendor bills, approvals, payment runs, and vendor relationships.
- Accounts receivable - own customer invoicing, collections, and revenue recognition across hardware and SaaS contracts.
- Treasury & cash - manage banking, cash positioning, and reconciliations while monitoring burn and runway.
- Expense & corporate cards - administer spend policies, reimbursements, and month-end accruals.
Strategic Finance & FP&A- Budgeting & forecasting - build and maintain the company budget, rolling forecast, and financial model.
- Board & investor reporting - prepare board materials, investor updates, KPI reporting, and financial analyses.
- Decision support - advise the CEO and leadership team on pricing, hiring, capital allocation, major spend, and business cases.
- KPIs & unit economics - track the metrics that drive enterprise value, including ARR, growth, GRR/NRR, CAC, payback, LTV/CAC, gross margin, burn multiple, and Rule of 40.
- Data into insight - create a reliable source of truth for financial and operating data, giving leadership early visibility into trends, risks, and opportunities.
Operations- Payroll - own accurate, on-time payroll and related filings in partnership with the company's payroll provider/PEO.
- RevOps - own the quote-to-cash process, billing accuracy, and sales-to-finance handoff; partner with GTM on pipeline, bookings, and renewal forecasting.
- Systems & tooling - select and administer the finance and operational stack, including accounting, billing, expense, payroll, and FP&A systems.
- Vendors, contracts & insurance - manage key vendor relationships, review commercial terms, and maintain appropriate insurance coverage.
- Lightweight controls - establish practical approval workflows and internal controls appropriate for the company's stage.
- External partners - manage relationships with CPA/tax firms, auditors, and other financial partners.
People Operations- HR operations - own people-ops administration: onboarding/offboarding, benefits administration, PTO, and HRIS upkeep.
- Compensation & headcount - maintain the headcount plan and partner with leadership on compensation, offers, and incentive structures.
- Compliance basics - keep employment, benefits, and tax filings current; partner with outside counsel and PEO on the essentials. (Note: heavy regulatory/SOX-style compliance is not the focus of this role.)
What You Bring- 7+ years in finance and/or accounting, including hands-on ownership of full-cycle accounting and FP&A; startup or high-growth experience strongly preferred.
- Proven ability to operate as a one-person finance function - comfortable moving between detailed bookkeeping and executive-level strategy.
- Strong command of SaaS and/or hardware finance, including revenue recognition, unit economics, gross margin, and recurring-revenue metrics.
- Advanced financial modeling skills and a high bar for clean, trustworthy data.
- Experience with modern finance tooling (e.g., QuickBooks/NetSuite, billing systems, expense and payroll platforms) and a willingness to implement and improve them.
- Excellent communication skills - you make finance a shared language and help non-finance leaders understand and influence their numbers.
- Bachelor's degree in finance, accounting, economics, or a related field; CPA, MBA, or prior FP&A/controller experience is a plus.
- Comfort with ambiguity, an ownership mentality, and a bias toward building.
Compensation & BenefitsWe offer a competitive package benchmarked to Series B startups in Southern California. Final compensation will depend on experience and scope.
- Base salary
- Performance bonus - target 10-15% of base
- Equity - meaningful early-stage equity
- Benefits - medical, dental, and vision; 401(k); flexible PTO; and the opportunity to build the finance function of a category-defining company from the ground up.
