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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own FP&A, financial modeling, and long-term planning
- Lead investor reporting and board-level financial presentations
- Manage cap table administration and equity matters
- Oversee upkeep and ongoing refinement of KPI scorecard reporting and financial dashboards
- Support strategic initiatives (Cross-functional strategic / analytical support, M&A, fundraising)
- Oversee legal, insurance, and compliance matters as needed
- Lead audit process
- Support variable compensation plan development and execution (i.e. monthly & quarterly commission calculations)
- Own the People Ops function, with an HR Manager reporting directly to you
- Oversee employee onboarding and offboarding end-to-end, ensuring a smooth and consistent experience across the organization
- Partner with hiring managers and leadership on people strategy, compensation benchmarking, and organizational planning
- Maintain and improve HR policies, employee handbook, and compliance with applicable employment laws
- Serve as IT and tool admin for all corporate and GTM software, overseeing provisioning and de-provisioning of user access
- Manage the company’s SaaS tool stack, including license tracking, usage audits, and vendor relationships
- Lead negotiations for software renewals, working to optimize cost and contract terms across the portfolio
- Establish and maintain processes for tool governance, access controls, and security compliance in partnership with relevant stakeholders
Requirements
What you’ll need- 8+ years of experience in a leadership role in finance (previously Director/VP/Head of Finance), preferably in the tech/SaaS space
- Expertise in budgeting, forecasting, financial reporting and modeling
- Experience partnering with the CEO and executive team to drive strategic decision-making
- Familiarity navigating and leveraging data from CRM (e.g. Salesforce) and ERP systems (e.g. Quickbooks, NetSuite)
- Experience in scaling financial systems and processes in a fast-paced environment
- Familiarity with SaaS tool administration, vendor management, and software contract negotiation
- Strong communication skills to translate complex financial and operational insights into actionable business strategies
- Ability to thrive in a dynamic startup environment, demonstrating adaptability, curiosity, and a willingness to take initiative
- Excellent problem solving skills and the ability to effectively communicate complex concepts across cross-functional teams
Benefits
Comp & perks- Own the systems, processes, and financial infrastructure that hundreds of DTC brands indirectly depend on
- High autonomy: you'll set the direction, bring the recommendations, and be the person the business looks to for answers
- Strategic impact: you'll be a close strategic partner to the executive team, brought into the conversations that shape the direction of the company
- Cross-functional influence: you'll be the connective tissue between finance, ops, and people strategy, with the scope to drive cohesion across the business
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 modelingbudgetingforecastingfinancial reportingKPI scorecard reportingequity managementvariable compensation plan developmentaudit process managementstrategic decision-makingSaaS tool administration
Soft Skills
strong communication skillsproblem solvingadaptabilitycuriosityinitiativecross-functional collaborationorganizational planningleadershipnegotiationemployee onboarding
