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About the role
Key responsibilities & impact- Owning company-wide financial planning, forecasting, and budgeting processes
- Leading annual planning, including headcount modeling, revenue assumptions, and scenario planning
- Building and maintaining financial models that support hiring, growth, and operational decision-making
- Partnering closely with leadership across Sales, Customer Success, Product, Engineering, and Operations
- Helping leadership evaluate investment tradeoffs across headcount, tooling, and strategic initiatives
- Improving visibility into business performance through reporting, forecasting, and financial analysis
- Improving financial operating cadence and reporting consistency across the business
- Establishing and leading monthly business reviews
- Strengthening oversight of payroll, accounts payable, accounts receivable, collections, and expense management
- Partnering with external accounting and finance vendors to ensure reliable financial operations
- Building scalable processes, controls, and systems that support future growth
- Supporting equity grant modeling and compensation planning processes
- Acting as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives
- Testing commission plans and incentive structures across Sales and Customer Success teams
- Improving financial visibility into customer acquisition, retention, and expansion performance
- Supporting strategic partnership and expansion modeling
- Partnering with leadership on board reporting and investor materials
- Improving financial storytelling and executive-level reporting
- Supporting preparation for future fundraising and long-term capital planning
- Building credibility with external stakeholders including investors, auditors, and banking partners
Requirements
What you’ll need- 6+ years in finance, FP&A, or strategic finance roles; investment banking or private equity experience is a plus
- Background in high-growth SaaS or investor-backed startup environments
- Exposure to fundraising and financial planning processes
- Strong FP&A, forecasting, and financial modeling capabilities
- Proven ability to build scalable processes and operate effectively in ambiguous environments
- Strong business partnership mindset across Revenue Operations, Sales, Marketing, and Operations
- Ability to evaluate pricing, GTM investments, and compensation or commission structures
- Comfortable operating at both a strategic and hands-on level
- Strong communication, including presenting financial insights to leadership teams or boards
- High attention to detail, strong ownership mentality, and pragmatic problem-solving skills
- Familiarity with headcount planning, compensation planning, equity modeling, or board reporting
- Healthcare, payments, or recurring revenue business model exposure is a plus
Benefits
Comp & perks- Be part of a mission-driven, rapidly scaling company changing the future of eye care
- Work remotely from anywhere in the U.S.
- Collaborate with a passionate and supportive team
- Competitive salary: $180,000 to $215,000
- Equity in a fast-growing startup
- Health, vision, and dental benefits
- Unlimited PTO
- Annual professional development stipend
- A high-impact role with room for growth, ownership, and creativity
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningforecastingbudgetingfinancial modelingfinancial analysisheadcount modelingequity grant modelingcompensation planningpricing evaluationcommission structures
Soft Skills
strong communicationproblem-solvingattention to detailownership mentalitybusiness partnership mindsetstrategic thinkingadaptabilityleadershipcollaborationpresentation skills
