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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis (FP&A), accounting, and compliance within fast-growing SaaS environments. Proven ability to lead finance teams, manage investor relations, and utilize AI tools for operational efficiency.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Accounting ManagementTeam LeadershipAudit ExperienceInvestor Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingBudgetingForecastingRevenue RecognitionCash ForecastingScenario PlanningCost AnalysisRegulatory ComplianceAccounts ReceivableAccounts Payable
Soft Skills
Strong Financial JudgmentEffective CommunicationAutonomous Work StyleCoaching And MentoringAnalytical Thinking
Tools & Technologies
ClaudeChatGPTAI ToolsAutomation Software
Industry Keywords
SaaSFundraisingBoard ReportingFinancial InsightsInvestor Relations
About the role
Key responsibilities & impact- Own the full finance function, including accounting and close, forecasting, planning, and board reporting
- Report to the COO and provide leadership with financial data and insights for major decisions
- Provide department heads with visibility into budgets, changes, and tradeoffs
- Identify financial risks and opportunities and recommend actions regarding spending and costs
- Partner with RevOps on revenue, compensation plans, unit economics, retention, and sales efficiency
- Oversee commission and compensation plans
- Own annual planning, quarterly reforecasts, operating model, cash forecast, and scenario planning for pricing, hiring, and growth
- Oversee month-end and year-end close, accounts receivable/payable, revenue recognition, and tax
- Lead the annual audit and maintain tax and regulatory compliance
- Manage investor, lender, banking, and lending relationships
- Own board and investor reporting
- Lead fundraising activities from financial model through data room
- Grow and lead the finance team
- Decide which work to bring in-house versus outsource
- Use AI and automation to help a lean finance team operate efficiently
Requirements
What you’ll need- Experience in FP&A and overseeing the full finance function, including accounting, at early-stage and fast-growing SaaS companies
- Experience building and leading a finance team
- Accountability for company financials
- Experience running an audit
- Experience supporting a fundraise
- Experience presenting directly to a board
- Comfortable reconciling accounts and presenting growth plans to the board
- Strong financial judgment and ability to support recommendations with analysis
- Ability to explain finance clearly to audiences ranging from first-time managers to board members
- Highly autonomous work style
- Experience hiring, coaching, and raising the bar for a finance team
- Experience using Claude, ChatGPT, or similar AI tools to automate work, build models, and derive insights
- Ability to thrive on a fully distributed team and move quickly without losing rigor
- Must be based in the United States
- Employer visa sponsorship is not currently offered
Benefits
Comp & perks- Unlimited PTO
- Remote-first/fully remote work
- Personal working hours based on your own timezone
- Team-wide meetings inclusive of all North American time zones
