VP/SVP, Finance

Overview

This role is for an VP/SVP of Finance to lead Finance end to end for an enterprise B2B software business. Reporting to the CEO, you will lead a lean team, shape the company’s financial strategy, represent Finance on the executive team, and support board and investor reporting.

The position is hands-on and requires direct involvement in forecasting/financial models, the monthly close, and analysis when needed.

Responsibilities

Financial planning and analysis

• Own the annual budget, scenario modeling, and rolling forecasts for revenue, headcount, opex, and cash, tied to how each part of the business plans and operates.
• Deliver monthly and quarterly reporting with plan-to-actuals; partner with operating leaders to highlight and understand performance drivers.
• Partner with Sales, Customer, Marketing, and Product leaders on investment trade-offs as the business moves from cash-flow-neutral to growing cash flow.
• Provide leadership and the board with guidance on financial trajectory in out quarters.

Strategy and capital

• Serve as the CEO’s and executive team’s trusted financial advisor on strategic decisions.
• Prepare board materials and investor reporting with the CEO.
• Serve as the primary contact for routine investor reporting and information requests.
• Prepare the company for its next funding event.
• Keep the company audit-ready, including audited financials, clean metric definitions, and an organized data room.

Pricing and unit economics

• Partner with Product on pricing and packaging; model revenue, margin, and customer impact of each SKU.
• Build predictable forecasting across the subscription base and its usage-based element.
• Set revenue recognition policy for commits, prepaid credits, overages, and unused commitments, including allocating contract value between subscription and usage components.
• Maintain clear metric definitions for ARR (recurring vs. variable), committed vs. consumed revenue, net dollar retention, and RPO.
• Model and govern gross margin, including inference, cloud, and model-vendor costs.

Deal economics

• Assist the deal desk for enterprise contracts, including non-standard terms, discount governance, and contract review.
• Design sales compensation with Sales and People, including how subscription, commits, and usage are credited and their accounting treatment.
• Oversee billing and collections for hybrid contracts.

Accounting and controllership

• Ensure a timely, accurate monthly close and GAAP-compliant financials.
• Own and improve internal controls, policies, and procedures as the organization scales.
• Oversee AP, AR, payroll, revenue recognition (ASC 606, including variable consideration), and the general ledger.
• Manage external auditors and tax advisors; ensure compliance with tax filings, sales tax nexus, and other regulatory requirements.

Cash and treasury

• Own cash flow forecasting, liquidity management, banking relationships, and treasury operations.
• Monitor burn and runway; flag risks or opportunities early.
• Manage working capital across billing, collections, and vendor terms.

Team and people partnership

• Lead and shape a lean finance team.
• Partner with the VP of People on headcount planning, compensation and equity (409A, refresh pool, retention equity), benefits costs, payroll, and HR systems.
• Build scalable finance systems, BI and reporting tools, and close processes.

Qualifications

Core experience

• 8+ years of progressive finance leadership, currently as an SVP of Finance or as a VP of Finance ready to step up.
• Experience across the whole finance function, with depth in FP&A and a track record of connecting planning to how the business runs.
• Time at a productized, enterprise B2B software company of 50M–100M ARR, with a subscription or platform model and larger enterprise deals, run on ARR rather than recognized revenue alone.
• Experience as a disciplined operator who has taken a business from cash-flow neutral to growing cash flow (not a growth-at-all-costs background; not someone who manages only gross margin and opex).
• Track record building finance teams, with judgment across accounting, FP&A, treasury, and AP/AR.
• Fluency in SaaS metrics and how they connect to financial performance.
• Hands-on ownership of the monthly close, GAAP reporting, internal controls, and revenue recognition (ASC 606).
• Experience managing external auditors, tax advisors, and banking relationships.

Leadership

• Player-coach who sets direction and rolls up sleeves on modeling, close, or analysis when needed.
• Sees Finance as a partner to growth functions, not a gatekeeper.
• Clear communicator who translates numbers into implications and decisions for operating leaders and the CEO.
• Collaborative peer who can navigate the executive room effectively.
• Steady presence during a leadership transition.

Preferred Qualifications

• Experience in revtech or CRM.
• Experience with hybrid subscription-and-usage models and driving predictability in variable revenue.
• Understanding of AI and cloud cost structures and how they drive gross margin.
• Active involvement in a strategic exit before, during, and after close.
• Experience supporting a capital raise or debt facility.

Compensation & Benefits

• $275,000 - $330,000 a year

Location

• San Francisco