Overview
This organization is seeking its first full-time finance leader to build and shape the finance function in close partnership with the COO. This is a foundational role focused on FP&A and board-level reporting, quote-to-cash, deal desk, procurement, and sales compensation, with collaboration across Product and Growth on pricing & packaging.
Finance responsibilities in this role are operational and cross-functional, with involvement across departments. The team also focuses on automating repetitive work through agents, enabling the finance leader to focus on decisions that impact results.
Responsibilities
- Close & Reporting: Run monthly/quarterly close, consolidations, and reconciliations; deliver a fast, accurate investor and board reporting pack (ARR/NRR, retention, cash).
- FP&A Budgeting & Forecasting: Establish quarterly budgets by team; drive rolling forecast and unit economic analysis; monitor plan vs. actual for the full P&L.
- Revenue Recognition & Controls: Author ASC 606 policies; review deals/terms; maintain control evidence; support external audits and SOC 2 readiness.
- Quote-to-Cash: Define and maintain order flows, invoicing, collections, cash app, and credit risk processes; reduce DSO and exceptions across Rillet ↔ Stripe ↔ Snowflake ↔ HubSpot.
- Pricing & Packaging: Partner with Product and GTM to design, test, and measure monetization strategies; set up an ongoing experimentation loop.
- Deal Desk: Own guardrails and discount policy for sales-assisted deals; lead non-standard approval processes with Product, GTM, and Legal.
- Compliance & Audit: Support external audits and SOC 2 readiness led by the CTO; ensure consistent process hygiene.
Requirements
- 8+ years in SaaS finance/accounting with end-to-end quote-to-cash and revenue recognition ownership.
- Experience building/owning deal desk and sales compensation programs.
- Strong process and policy writing skills; effective collaboration across Product & GTM.
- Demonstrated ability to improve close time, forecasting, and DSO.
- Strong verbal and written English communication skills required.
- CPA preferred, but not required.
Preferred Qualifications
- Experience in PLG monetization experiments.
- Familiarity with SOC 2 audit processes and evidence management.
- Hands-on integration experience among ERP, billing, data, and CRM systems.
Compensation & Benefits
Compensation and benefits details are not provided in the job description.
Location
Remote-friendly. There is no requirement to be located in the U.S.