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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 leadership, including ownership of budgeting, forecasting, and KPI management, while effectively communicating with stakeholders and driving operational growth. Proficient in SaaS metrics and capable of transitioning finance functions from outsourced to in-house.
Highest-signal resume keywords
Finance LeadershipSaaS Metrics ProficiencyBudgeting and ForecastingBoard Reporting OwnershipOperational Support and Strategy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Monthly CloseAuditTax ManagementCash ManagementKPI DefinitionsCapital StrategyRevenue RecognitionDiligence PreparationUnit EconomicsCAC Payback
Soft Skills
Creative MindsetClear CommunicationStrategic ThinkingIndependent View FormationTeam Development
Industry Keywords
SaaSRecurring RevenueVenture CapitalGrowth EquityHealthcareHealth Tech
About the role
Key responsibilities & impact- Lead finance and accounting, including monthly close, controls, audit, tax, and cash management
- Own annual budgeting, rolling forecasts, unit economics, and the board reporting package
- Own the CAC and payback model behind marketing and sales spend and go-to-market operating metrics
- Build the internal finance team and insource the function from the current outsourced model
- Lead capital strategy and readiness for a future capital event, including runway and scenario planning, banking relationships, cap table, and diligence readiness
- Own KPI definitions and weekly and monthly business review cadence
- Turn the plan into accountability across the company
- Provide dotted-line oversight of revenue operations, people operations, billing and collections, and coordination with outside counsel
- Recruit, develop, and retain the finance team
- Serve as a thought partner to the CEO and leadership team
- Work across Sales, Marketing, Product, Engineering, Implementation, and Customer Success
- Work closely with the board and Ballast Point Partners
Requirements
What you’ll need- 8+ years of progressive finance experience in software or recurring-revenue businesses
- Senior finance experience at companies in the $5M to $50M revenue range
- Fluent in SaaS metrics: ARR, net and gross retention, cohorts, CAC payback, and unit economics
- Comfortable with usage-based and consumption revenue and the required revenue recognition
- Experience inside a venture- or growth-equity-backed company
- Experience leading finance work directly without a large support structure
- Comfortable being the only finance person in house before there is a team
- Experience with an exit or significant capital raise from the company side
- Experience preparing a company for diligence, including data room, quality of earnings, and clean historicals
- Experience owning board reporting and investor materials end to end
- Credibility with institutional investors
- Experience taking a finance function from outsourced to in-house, including systems, processes, and hiring, or equivalent experience inside a fast-growing company
- Ability to provide operational support and thinking to drive growth and scale, including strategic thinking, operating systems, and KPIs
- Experience owning an operating cadence: KPI definitions, business reviews, and accountability against the plan
- Experience in healthcare, health tech, or another regulated industry is a plus, not a requirement
- Creative, entrepreneurial mindset with a bias toward action
- Ability to communicate simply and clearly across the organization, leadership team, and board
- Ability to form and defend an independent view of the business
- Ability to drive both ARR and EBITDA and understand profitability
Benefits
Comp & perks- Offers equity
- Offers bonus
- Health insurance
- Dental insurance
- Vision insurance
- Unlimited PTO
- Regular company offsites
