RevenueBase

Financial Planning and Analysis

• Fix the Financial Data Pipeline — Audit and rebuild how data flows between Stripe, HubSpot, and QuickBooks
• Build Internal Dashboards & Reporting — Create a reporting layer the entire team can rely on
• Own Funnel Analysis — Build the reporting to track both funnels independently
• Own the Monthly Close — Direct Pilot on GL coding
• Solve Revenue Recognition — Navigate the complexity of ASC 606
• Build Strategic Models — Create and maintain rolling cash flow forecasts
• Prepare for Series A — Build and maintain the financial model and data room
• Manage the Basics — Oversee accounts receivable, accounts payable, and GAAP-compliant financial statements

Fractional Head of Finance

Implementation Specialist

• Own the "first successful search" — every new customer's activation milestone. Get them there, fast. This is the most important thing you do.
• Own customer health across all accounts. Know which customers are getting value, which are quiet, and which are at risk — before anyone asks.
• Drive expansion and cross-sell. As we ship new API surface area (verification, enrichment, discovery, MCP), identify which customers need what and run the expansion conversation.
• Run onboarding at scale. 3-5 new customers per month today, scaling to 10+. Make onboarding light, fast, and reliably successful.
• Be the voice of the customer inside RevenueBase. Sit on top of every Slack channel, every support request, every integration conversation, and tell product and engineering what customers actually need.
• Build the function. Write the playbooks, the health scoring, the expansion motion, and the onboarding framework — then rewrite them when they stop working.

Fractional Head of Finance

Customer Engineer