8+ years in finance, especially in high-growth B2B SaaS from Series A to Series C
Proven track record in enhancing finance team rigor and reporting
Ability to serve as a player-coach in finance and team development
Strong grasp of technical accounting, especially ASC 606
Strong business partner skills, capable of sensitive conversations with senior leaders
Comfortable operating in ambiguity and demonstrating high ownership
Experience in healthcare or regulated industries is a plus
Previous involvement in exits, financing, or IPOs preferred
Responsibilities
Own the annual operating plan and create actionable revenue and headcount forecasts
Make capital allocation recommendations that align with strategic company goals
Analyze and oversee unit economics, customer acquisition costs, pricing, and deal structures
Manage cash flow and provide insights on financial runway
Act as a trusted partner to leadership across departments before major decisions
Report on financial performance through leadership and board presentations
Integrate financial data systems to enhance reporting accuracy and process efficiency
Lead and develop the finance and accounting team
Benefits
Full healthcare coverage for employees and their families
401(k) plan with company match of 50% on the first 3% contributed
Equity options for all full-time employees
Unlimited Paid Time Off (PTO)
Weekly lunch stipend of $100
Monthly wellness stipend of $100
Monthly commuter benefit of $100 for SF and NYC employees
Paid parental leave for family support
Full Job Description
What you'll do
Own the plan. Annual operating plan and rolling forecast, built on multi-scenario revenue and headcount models leadership actually uses to commit to hires and investments.
Own capital allocation. Bring a recommendation, not a menu. Where the next $1M goes, what it has to return, and what we stop doing to fund it.
Own the economics. Unit economics, CAC and payback, gross margin by product, and the pricing and deal structures that move them. AI means the model has real complexity - that's the interesting part.
Own cash and runway. Burn, scenarios, and a clear read on how much time each plan buys us.
Be the partner leaders actually want in the room. Go-to-market, engineering, and operations leaders should bring you the decision before it's made, not the invoice after.
Own leadership and board reporting. The monthly numbers and metrics leadership runs on, and the financial narrative in the board package.
Build the decision layer. Our core systems are already in place. Connect ERP, expense, payroll, and CRM data into one reporting layer everyone trusts, and mature the processes running on top of them.
Build the team. Lead, coach, and grow the finance and accounting team.
What we're looking for
8+ years in finance, including running finance or FP&A at a high-growth B2B SaaS company at Series A through Series C scale
A track record of taking a functioning finance team to the next level of rigor: sharper forecasting, stronger scenario modeling, management reporting leadership relies on
Player-coach. You build the model yourself and you develop the people who will eventually own it
Solid technical accounting foundation, including ASC 606 revenue recognition on complex or milestone-based contracts.
A sharp business partner. You've told a senior leader something they didn't want to hear and kept the relationship
Comfort with ambiguity, high ownership, low ego
Healthcare, regulated-industry, or usage-based pricing experience is a plus, not a requirement
Experience supporting a company exit, financing round, or IPO strongly preferred
Why You'll Love Working Here
Mission-Driven, World-Class Team - Join an exceptional group of professionals aligned around a meaningful mission and committed to making an impact
Opportunities for Growth - Strengthen your expertise through collaboration with experienced, high-performing leaders across the organization
Flexible Hybrid Work Environment - We're remote-first, with meaningful office presence in San Francisco and New York. R&D roles follow a hybrid model, with two days per week in our San Francisco office
Benefits & Perks
Healthcare Coverage - Full medical, dental, and vision insurance for you and participation for your family
401(k) with Company Match - Plenful matches 50% of your first 3% contributed
Equity - Every full-time employee shares in our success
Unlimited PTO - Take the time you need, when you need it
Daily Lunch Stipend - $100/week to cover your midday meals
Wellness Stipend - $100/month to support your health and well-being
🚇 Commuter Benefits - $100/month for SF and NYC-based employees
Parental Leave - Paid leave to support growing families
