Caplena

Financial Planning and Analysis

• Collaborate closely with Founders on strategic topics
• Contribute as a member of the company's leadership team and participate in regular leadership meetings
• Manage relationships with internal and external stakeholders, including investors, banks, accountants, auditors, and legal advisors
• Present finance, legal, and compliance topics to the board and support strategic decision-making
• Lead Financial Planning & Analysis (FP&A), including financial reporting and performance monitoring
• Act as a strategic business partner to all departments on financial planning and decision-making
• Prepare and coordinate future funding rounds, supporting investor communication and due diligence
• Develop, implement, and maintain the annual company budget and forecasting processes
• Prepare and oversee the annual financial audit in collaboration with external auditors
• Manage investor relations and financial communications with shareholders
• Oversee end-to-end transactional finance operations, including billing, accounts payable, and payroll
• Review and negotiate custom legal agreements with enterprise customers
• Manage and coordinate the annual SOC 2 Type II certification and related compliance processes

Head of Finance – Legal

Technical Customer Success

• Own the technical success of customers from onboarding through long-term usage
• Set up technical onboarding, including: Integrations, Data imports and configuration, Initial data validation and quality checks
• Work closely with Customer Success and Product teams to ensure smooth customer activation
• Troubleshoot customer issues such as: Data configuration problems, Integration errors
• Work with the Product team to resolve bugs
• Improve internal backend and data workflows to make Customer Success and customer operations more efficient
• Act as the technical bridge between customers, Customer Success, and Product

Head of Finance – Legal

Customer Success Engineer