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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively managing lender relationships and ensuring compliance. Proficient in translating SaaS metrics into actionable insights and building scalable finance processes in a startup environment.
Highest-signal resume keywords
Financial Projection ModelsSaaS Metrics FluencyBoard Presentation ExperienceCPA DesignationCash-Runway Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingVariance AnalysisFinancial ReportingCash-Runway ModelsSaaS Metrics TrackingCap Table ManagementAccounts PayableAccounts ReceivableJournal Entries
Soft Skills
Excellent CommunicationStrong PrioritizationAutonomous Operation
Tools & Technologies
SalesforceData Room Management
Certifications & Qualifications
CPA
Industry Keywords
SaaS IndustryDebt Covenant ComplianceFundraisingStrategic TransactionsRevOps
About the role
Key responsibilities & impact- Serve as senior finance voice with the board, management team, lenders, and shareholders
- Prepare board materials, financial updates, and ad hoc analyses
- Own financial projection and cash-runway models
- Lead FP&A, including budgeting, forecasting, variance analysis, and monthly/quarterly reporting
- Manage lender relationships and support debt covenant compliance and reporting
- Support fundraising, financing, strategic transactions, data room management, and due diligence
- Track and report SaaS metrics including ARR, CARR, MRR, GRR, and NRR
- Translate SaaS metrics into pricing, packaging, and go-to-market insights
- Own cap table management and equity administration
- Support monthly close, journal entries, reconciliations, and reporting
- Oversee accounts payable, accounts receivable, and billing/collections
- Ensure accurate, timely, and compliant financial statements and tax filings
- Support RevOps, sales forecasting, quote-to-cash processes, and commission/comp plan administration
- Administer and improve Salesforce for accurate reporting and clean data
- Manage vendor relationships, contracts, insurance, and legal/compliance support
- Identify and implement finance and operations systems and process improvements
- Define the hiring plan for a Controller and future finance hires
- Lead the search, hiring, and onboarding of the Controller
- Build scalable finance/ops processes, systems, and controls
Requirements
What you’ll need- 7–10+ years of progressive finance experience
- Meaningful experience as a Controller or in a similarly senior accounting/finance role
- Strong SaaS industry background
- Fluency in ARR, CARR, MRR, GRR, and NRR
- Understanding of unit economics and business strategy
- Direct experience building and owning financial projection and cash-runway models
- Experience preparing for and presenting to a board of directors
- Ideally, direct experience working with lenders and/or shareholders/investors
- Willingness to perform day-to-day transactional work
- Ability to operate autonomously in a startup/scale-up environment
- Strong prioritization skills across a broad mandate
- CPA (or equivalent) designation preferred, not required
- Excellent communication skills
- Ability to translate complex financial and operational information for diverse audiences
Benefits
Comp & perks- Healthcare Spending Account (HSA)
- Medical and dental benefits
- Hybrid work options
- Supportive remote and hybrid options designed for life balance
- High-impact product and meaningful work
- People-first culture focused on growth, creativity, and well-being
- Collaborative, fast-paced work environment
- Equal opportunity and accessible workplace
- Accommodations throughout the recruitment process