About The Role: This is a hands-on finance leadership role, and we mean that literally. You will own the entire finance function - the monthly close, GAAP compliance, revenue recognition, tax, reporting, and audit readiness - and you will do the work yourself, with AI leverage and a fractional CFO alongside you, not a team beneath you.
Think of it as 50% controller, 50% strategic finance - with the controller half earning you the strategic half. Our President owns financial strategy today and is looking for a partner with the aptitude and hunger to take on more of it over time. The fastest way to earn that scope is to make the fundamentals bulletproof: books that close fast and clean, numbers no one questions, and a finance function that is audit- and diligence-ready at all times.
If you want to direct from a distance, this is not your role. If you have run finance before - or been the clear #2 who did all the real work - and you want end-to-end ownership at a company moving fast, keep reading.
You Will: Own the close and accounting operations- Run the monthly, quarterly, and annual close end-to-end - accruals, reconciliations, journal entries, flux analysis - with speed and accuracy as the standard.
- Maintain full GAAP compliance and drive continuous audit readiness, including coordination with external auditors.
- Own day-to-day accounting operations: AP/AR, payroll coordination, expense management (Ramp), and banking.
- Design and maintain automated workflows between billing and accounting platforms (Stripe, Chargebee, QuickBooks), reducing manual reconciliation and improving accuracy.
Own revenue recognition and SaaS metrics- Own revenue recognition under ASC 606 across subscription, usage-based, and hybrid pricing models.
- Maintain defensible, documented definitions of ARR, NRR, GRR, and churn - reconciled between billing systems, the GL, and our BI reporting - so every number holds up to outside scrutiny.
- Produce the monthly reporting package: financials, SaaS metrics, variance analysis, and departmental spend.
Own tax and compliance- Own all tax-related responsibilities, including sales tax compliance via Anrok, federal and state filings coordination, and strategic tax planning.
- Ensure alignment with banking, insurance, and regulatory requirements; manage documentation and reporting obligations.
- Review and strengthen internal controls as the company scales.
Keep us diligence-ready at all times- Build and maintain a comprehensive financial data room - organized, current, and accurate - supporting audits, board reporting, fundraising, and strategic reviews at any moment.
- Streamline reporting workflows so key documents, models, and disclosures are always board- and investor-ready.
Grow into strategic finance- Partner with the President and fractional CFO on budgeting, forecasting, scenario planning, and the board financial model.
- Deliver analysis that informs real decisions: hiring plans, pricing, CAC and payback, vendor negotiations, and resource allocation.
- Act as a financial thought partner to leaders across Sales, Marketing, CS, and Operations, building financial accountability into the culture.
Operate AI-first- Use AI aggressively to automate reconciliation, accelerate the close, draft analysis, and run a finance function that operates like a team of three - before we hire one.
- Partner with our internal GTM AI team - the group building agentic solutions across the business - to design and ship automations and AI agents for finance workflows. You bring the finance depth; they help you build.
What Success Looks Like- The books close fast, clean, and GAAP-compliant every month - without heroics.
- Revenue recognition and ARR definitions are documented, defensible, and reconciled across systems.
- The data room is always current; an audit or diligence request is a non-event.
- Leadership trusts the numbers completely and gets insight, not just reporting.
- Within 6-12 months, you have earned meaningfully more strategic scope because the fundamentals run themselves.
You Have:- 7+ years of progressive finance and accounting experience, including full ownership of a monthly close at a SaaS or technology company.
- A CPA, public accounting foundation, or equivalent depth in GAAP - you know ASC 606 cold and have applied it to subscription and usage-based revenue.
- Experience operating above the controller level: FP&A, board reporting, forecasting, or supporting a fundraise, audit, or M&A process.
- Proficiency with our stack or close equivalents: QuickBooks, Stripe, Chargebee, Ramp, Anrok, HubSpot.
- A hands-on operating style paired with genuine strategic hunger - you want to run finance, not just report on it.
- A proven ability to thrive in a fast-paced, ambiguous, high-ownership environment.
AI Fluency Is A Hard Requirement:We hire at the "Adoptive" level or above on Zapier's AI fluency framework. That means you have moved beyond one-off prompting to building repeatable AI-powered workflows in prior work. Strong signals: an automated reconciliation pipeline, an AI-assisted close checklist that runs itself, a reporting package that drafts its own first pass. You will also partner with our GTM AI team, which builds agentic solutions across the business - so you need to speak their language. Be ready to show real artifacts. "I use ChatGPT regularly" is not the bar.
You are Not:- A CFO who delegates the close and reviews the output.
- A bookkeeper who cannot build a forecast or partner with executives.
- A big-company specialist who has only ever owned one slice of the function.
- Someone who needs a team before creating leverage.
- A finance strategist who talks about the numbers but does not produce them.
Our Benefits:- Competitive Compensation: Attractive salary and benefits package.
- Flexible Work Environment: Fully remote work with flexible hours to promote work-life balance.
- Professional Growth: Opportunities for career advancement and professional development.
- Health & Wellness: Comprehensive health, dental, and vision insurance plans.
- Paid Time Off: Generous PTO and paid holidays to recharge and relax.
- Collaborative Culture: A supportive team environment that values innovation and collaboration.
- Equity Options: Opportunity to own a part of Fello and share in our success.
- Cutting-Edge Projects: Work on innovative products that leverage AI and advanced technologies.
