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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in finance operations, including P&L management, financial modeling, and SaaS metrics. Proven ability to lead finance teams, partner with executive leadership, and drive strategic financial planning in a high-growth environment.
Highest-signal resume keywords
Finance Operations ManagementFinancial ModelingSaaS Metrics ExpertiseLeadership in B2B SaaSBoard 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
P&L ManagementFinancial StatementsCash Flow ManagementRevenue RecognitionBudgetingForecastingScenario PlanningAccounting OwnershipAudit ExperienceFinancial Processes Design
Soft Skills
High OwnershipSound JudgmentInfluencing Non-Finance StakeholdersDecision-Making with Imperfect Information
Tools & Technologies
ERP/GL SoftwareBilling SoftwareFP&A SoftwareSpend Management Tools
Certifications & Qualifications
CPA
Industry Keywords
B2B SaaSHealthcare SaaSHealth TechRegulated Industry ExperienceInvestor UpdatesFundraisingM&A Experience
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the finance function and report directly to the CEO
- Run day-to-day finance operations, including books and monthly close
- Own the P&L, balance sheet, cash flow, financial statements, accounting, revenue recognition, tax, and treasury
- Maintain strong controls and audit readiness
- Manage the finance team and external accounting partner
- Design and operationalize financial processes, systems, reporting cadences, and budget ownership
- Own annual planning, budgeting, and rolling forecasts
- Build driver-based financial models for scenario planning, hiring plans, and long-term strategy
- Drive discipline around spending, cash flow, and runway management
- Partner with GTM leadership on compensation plans, capacity planning, pricing guardrails, and unit economics
- Advise the CEO and executive team on investments, trade-offs, and growth pacing
- Deliver decision-ready reporting on core SaaS metrics
- Develop ownership of board and investor reporting
- Support fundraising preparation and potential strategic processes
Requirements
What you’ll need- 8+ years of progressive finance experience
- Leadership experience at high-growth B2B SaaS startups or scale-ups, ideally Series A–C
- Hands-on accounting ownership, including monthly close, balance sheet, and income statement
- Experience taking a company through an audit
- Strong command of SaaS metrics, subscription economics, financial modeling, forecasting, and scenario planning
- Experience partnering with GTM leaders on commercial economics, compensation design, and pricing
- Proven experience partnering directly with CEOs and executive teams
- Ability to simplify complex financial concepts and influence non-finance stakeholders
- High ownership and sound judgment
- Comfortable making decisions with imperfect information in a fully remote, fast-moving environment
- CPA is a nice-to-have
- Experience with board reporting, investor updates, fundraising or M&A is a nice-to-have
- Experience supporting a shift to a sales-led or enterprise GTM motion is a nice-to-have
- Healthcare, health tech, or regulated-industry SaaS experience is a nice-to-have
- Hands-on experience implementing finance tools such as ERP/GL, billing, FP&A software, or spend management is a nice-to-have
- Must be located within the United States
- Must address current or future employer sponsorship requirements to work in the United States
Benefits
Comp & perks- Competitive pay + generous equity
- Half-day Fridays, every Friday
- 16 weeks fully paid parental leave (eligible after 6 months; commission-based roles receive 100% base salary during leave)
- Flexible PTO with a required 2-week minimum
- Top-tier health, dental & vision (100% covered for you, 80% for dependents)
- Intentional & engaging company offsites