Director of Finance

Overview

This role leads corporate planning and forecasting, drives unit economic analysis across AI-native solutions and the attorney marketplace, and delivers strategic financial guidance to executive stakeholders to support enterprise-level decision-making.

The position reports to the VP of Finance & Accounting and will oversee a finance organization, strengthening cross-functional business partnership and driving continuous value creation across the enterprise.

Responsibilities

Strategic Finance Business Partner

• Serve as a strategic finance partner to executive leaders across Product, Engineering, Sales, Marketing, and Operations, building a strong understanding of operational models and KPIs
• Build dynamic forecast models and align cross-functional priorities through iterative scenario analysis, evaluating trade-offs to optimize resource allocation
• Identify operational trends, growth opportunities, and financial risks using advanced quantitative analysis and provide proactive advisory support
• Translate complex financial metrics into concise, actionable narratives for key stakeholders

Unit Economics on Acquisition, Marketplace, and AI

• Provide active financial leadership and guidance on customer acquisition initiatives across paid marketing channels and an evolving partnership strategy
• Produce insights on attorney marketplace unit economics, including attach rate, attorney-side economics, customer acquisition cost, cohort retention, and lifetime value to optimize performance
• Model and monitor AI cost of sales, using inference and compute consumption as key variable drivers; partner with leadership to optimize cost-to-serve metrics and refine unit pricing strategies

Planning and Forecasting

• Direct and oversee continuous corporate forecasting models, integrating operational metrics to assess top-line growth, expense trends, and projected cash flow
• Develop dynamic proforma sensitivity analyses to evaluate trade-offs and guide critical business decisions
• Lead routine operating reviews with functional leaders, presenting budget-to-actual variances, core performance indicators, and forward-looking opportunities and risks
• Architect and manage multi-year financial projections across business transformation, balancing legacy subscription income with AI-native products and marketplace revenue streams

Team Leadership & Development

• Manage, coach, and develop a four-person team of corporate financial analysts
• Evaluate and implement AI tools and quantitative frameworks to improve departmental output and forecasting sophistication
• Cultivate a high-performing culture focused on collaborative partnership, rigorous inquiry, and proactive execution

Requirements

• At least 9 to 12+ years of progressive corporate finance leadership experience
• Strong quantitative modeling skills, including building complex forecasting from the ground up and conducting proforma sensitivity evaluations
• Proven ability to independently evaluate commercial agreements, corporate integrations, and potential synergy opportunities
• Executive presence and strong financial narrative skills, with the ability to tailor messaging across cross-functional partners and senior leadership
• Experience building cross-functional consensus and aligning stakeholders through persistent analytic credibility
• Background preparing board-level presentations, institutional investor decks, and lender reporting packages
• Advanced proficiency with Microsoft Excel, Google Workspace applications, modern AI productivity platforms, corporate analytics systems, and digital marketing performance tools
• High level of artificial intelligence literacy and practical technology integration skills

Preferred Qualifications

• Advanced degree or professional credential such as an MBA, CPA, or CFA
• Demonstrated success in midmarket organizations, including environments with rapid scaling and/or venture-backed or private equity-sponsored contexts
• Deep domain expertise across SaaS, enterprise technology, and recurring revenue commercial frameworks
• Experience with two-sided marketplace dynamics or professional services business structures

Compensation & Benefits

Base Salary Range

• $193,000—$233,000 USD

Compensation packages may include variable compensation and eligibility for an equity grant, depending on position and level.

Benefits

• Comprehensive health plans (Medical, Dental, Vision) for full-time employees
• Unlimited PTO
• Life insurance
• Disability benefits
• Supplemental Optional Life Insurance Benefits
• FSA options (optional)
• HSA with company match
• 401k program with company match
• Wellhub & ClassPass fitness platforms
• Comprehensive pet insurance options
• Financial wellbeing & student loan program access
• Access to additional mental health & wellbeing resources
• Pre-tax commuter/transit benefits

Location

Base salary range depends on location. Locations include:

• San Francisco Bay Area, CA
• California (outside of San Francisco Bay Area)
• Colorado
• Utah, Arizona, and North Carolina

Interview Process

• Recruiter phone screen
• Hiring manager interview
• Panel interviews
• Case study presentation
• Final interview

Equal Opportunity

The employer is committed to recruiting and retaining a diverse and inclusive workforce and is an Equal Opportunity Employer. Applications are considered without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, disability status, or other legally protected characteristics. Veterans and military spouses are especially welcome.

Reasonable accommodations may be available upon request.