Role SummaryWe're hiring our
first Head of Finance to build the finance function from the ground up as we scale from Series B and beyond. Reporting directly to our CEO, you'll be the operating partner on every major financial decision, owning FP&A, forecasting, accounting, board reporting, fundraising support, and the financial systems that will power the next phase of our growth.
This is a rare opportunity to sit at the intersection of strategy and operations at an AI-native company with real revenue, real unit economics, and a massive market. You'll partner with the CEO and leadership team on capital strategy, build the core financial operating systems, and own the numbers that determine how we allocate capital. This role will be a key leadership position at Topline Pro.
What you'll doBuild the finance function- Own the full finance stack: FP&A, accounting, payroll, treasury, tax, and financial compliance (working with our outsourced accounting partner)
- Select and implement the financial systems
Drive FP&A and the operating model- Own the company's financial model, annual budget, rolling forecast, and scenario planning
- Work with Data team on in depth analyses around core SaaS / Unit Economic metrics
- Partner with GTM leadership on revenue forecasting, sales capacity planning, and compensation design; partner with Product on pricing, packaging, and unit economics
- Lead the monthly and quarterly close, variance analysis, and operating reviews
Own embedded payments economics- Own the unit economics of our embedded payments business: model take rate, processor economics, attach rate, and contribution margin as payments volume scales
- Build the reporting and risk posture that lets payments scale safely
Partner with the CEO on capital and board- Lead financial preparation for future fundraising: data room, model, diligence responses, etc.
- Own the board package: financials, KPIs, operating commentary, and narrative
Run a tight operation- Own cash management, runway planning, and capital allocation recommendations to the CEO
- Build procurement, vendor, and contract review processes that scale
- Lead annual audit readiness, tax strategy, and state/local compliance
- Partner with People Ops on compensation benchmarking, equity planning, and headcount planning
What we're looking for- 8+ years in finance, with a mix of investment banking, consulting, private equity, or Big 4 and operating experience at a high-growth venture-backed company (SaaS or vertical SaaS strongly preferred)
- Track record of owning FP&A end-to-end: model, forecast, board materials, and operating cadence
- Hands-on accounting fluency: you don't need to close the books yourself, but you know GAAP, revenue recognition, and when to push back on your controller or auditors
- Experience running or materially supporting a priced equity round: diligence, data room, model defense, investor Q&A
- Strong command of SaaS economics and reporting
- Excellent communicator: you can translate a forecast into a decision for a CEO, a board, and exec team
- Direct experience with embedded payments / fintech economics: you've owned or materially contributed to the financial model for a payments business line (vertical SaaS payments, ISO, referral, or PayFac). You can talk credibly about interchange, assessments, processor margin splits, and reserve economics
- Bonus: CPA or MBA; experience in marketplaces, vertical SaaS, SMB software, or home services.
🤗 Who you are- A builder, not a maintainer: energized by the stage we are at
- Comfortable toggling between the 30,000-foot view (capital strategy, board narrative) and the 3-foot view (why did that bill get paid twice?)
- Low-ego, high-ownership: you'd rather unblock a teammate than protect your turf
- Obsessed with unit economics: you think in margins, payback, and efficiency, not vanity metrics
- Aligned with Topline Pro's values and pumped to help a business that genuinely improves the livelihoods of home service pros
Hiring Process- Recruiter Screen
- CEO Screen (Nick)
- Financial Modeling / Case Study + Onsite with Leadership Team (Product, GTM, People Ops)
- Co-Founder Screen (Shannon)
- References
What we offer- $230K-$260K base + meaningful equity
- Full Medical, Dental, and Vision Health Coverage
- Computer and workspace enhancements
- Company-paid Wellhub membership for fitness and wellness
- Monthly AI tool stipend and yearly professional development budget
- 401(k) plan (non-matching)
- Unlimited vacation, 9 company holidays including election day, and 1 personal volunteer day a year
- Dinner covered with Uber Eats
- Opportunity to own a foundational function at a fast-growing, category-defining company
