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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive financial leadership with a focus on FP&A, accounting, and strategic planning in high-growth B2B SaaS environments. Proven ability to translate complex financial data into actionable insights while leading and mentoring finance teams.
Highest-signal resume keywords
Financial LeadershipGAAP AccountingSaaS Financial MetricsIPO PreparationTeam Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
FP&AFinancial ModelingScenario AnalysisRevenue RecognitionFinancial Statement PreparationFinancial ControlsAudit ProcessesPerformance AnalysisResource AllocationCapital Allocation
Soft Skills
Outstanding CommunicationCollaborative Decision-MakingMentoring
Tools & Technologies
NetSuiteWorkdayAdaptive InsightsERP SystemsFinancial Systems OptimizationAutomation ToolsAI-Assisted Analysis
Certifications & Qualifications
CPACFAMBA
Industry Keywords
B2BCybersecuritySaaSInfrastructure TechnologySeries D/E/F StagesARRInvestor RelationsFinancial AccountabilityM&A DiligenceGeographic Expansion
Tech Stack
Tools & technologiesCyber SecurityERP
About the role
Key responsibilities & impact- Report to the COO as the senior financial executive
- Lead FP&A, accounting, strategic planning, board reporting, and IPO-readiness
- Serve as a strategic thought partner to the COO and CEO on market positioning, competitive strategy, pricing, geographic expansion, and capital allocation
- Co-own the company’s long-range strategic plan
- Identify financial and operational levers for sustainable growth and guide resource allocation
- Own annual planning and quarterly forecasting cycles
- Deliver driver-based financial models across revenue, cost, and headcount
- Lead scenario analysis and sensitivity modeling
- Translate financial data into actionable insights for executive leadership and the Board
- Oversee monthly close, revenue recognition under ASC 606, and financial statement preparation
- Maintain internal controls, US GAAP compliance, and audit readiness
- Manage external auditor and tax advisor relationships
- Prepare board financial packages, investor updates, and management reporting
- Support fundraising, debt financing, and M&A diligence
- Develop the financial narrative for investors and analysts using SaaS metrics
- Partner with Sales, Product, Engineering, and People leaders on financial accountability
- Own financial metrics and provide performance analyses
- Support revenue operations, pricing strategy, and go-to-market financial planning
- Lead, mentor, and scale the finance team across FP&A, accounting, and revenue operations
- Select, implement, and optimize ERP, FP&A, billing, and other financial systems
- Build scalable, automated processes for rapid growth and public-company readiness
- Embed automation, AI-assisted analysis, and intelligent workflows into finance operations
- Promote tools such as Claude for modeling, reporting, and documentation
Requirements
What you’ll need- 18+ years of progressive financial leadership experience, with significant time as VP of Finance, CFO, or equivalent senior finance executive
- Proven record of success at a high-growth B2B Cybersecurity, SaaS or infrastructure technology company in Series D/E/F stages with over $200mln in ARR
- Strong command of GAAP accounting, SaaS financial metrics, financial controls, and audit processes
- Demonstrated experience supporting a company through Series C+, late-stage private, or IPO preparation
- Outstanding communication skills for presenting complex financial matters to executive teams, boards, and investors
- Proven ability to build and lead high-performing, geographically distributed finance teams
- Hands-on experience evaluating, selecting, and scaling financial systems such as NetSuite, Workday, Adaptive Insights, or comparable platforms
- Collaborative, data-driven decision-maker able to thrive in a fast-moving, distributed environment
- Ability to be in-person at the HQ in Oakland, CA, a few times a week
- CPA, CFA, or MBA from a leading program (nice to have)
- Open-source or developer-tools experience (nice to have)
Benefits
Comp & perks- Extensive health coverage
- Annual expense budget
- Rest and recovery policies that maximize your ability to recharge
- Retirement savings plans
- Professional development opportunities
- Equity
- Bonus
