Job Description

We are seeking a Finance Manager who combines strategic financial leadership with operational excellence. As a rapidly growing, mission-driven SaaS company in the AI sector backed by a major private investor, we need a leader who will drive financial success while supporting our rapid growth and innovation in the AI sector.

The organization name is confidential at this stage but will be revealed in later stages to the right candidates.

What You'll Do:

Financial Operations & Strategy

• Oversee budgeting, forecasting, and financial reporting.
• Develop and execute financial strategies aligned with company growth plans.
• Present financial results to the executive team and Board of Directors.
• Track key financial metrics, including LTV, CAC, churn, ARR/MRR, and hardware margins.

Accounting & Compliance

• Manage month-end and year-end close processes, ensuring accurate account reconciliations.
• Oversee AP/AR, invoicing, and collections to ensure proper cash flow management.
• Maintain internal controls and ensure compliance with regulatory requirements.
• Oversee sales tax, state/national filings, and coordinate with external accountants.

Leadership & Collaboration

• Lead the accounting team and collaborate with department heads on budgets.
• Track spending and provide resource allocation recommendations.
• Champion Open Book Management by sharing financial insights across the organization.

Billing & Revenue Recognition

• Ensure accurate revenue recognition aligned with GAAP standards.
• Manage customer invoicing, collections, and payment processing.

Systems & Tools Management

• Manage QuickBooks, Bill.com and other financial software to optimize processes.

Requirements:

• Master's degree in Finance, Accounting, Business Administration, or related field.
• 8+ years of progressive finance experience, with at least 5 years in senior leadership roles in high-growth technology companies.
• CPA or MBA preferred.
• Proven expertise in financial leadership for scaling companies, with demonstrated success in optimizing budgets and aligning spend with business objectives.
• Excellence in financial modeling, forecasting, analysis and strategic planning.
• Outstanding leadership, management skills, and cross-departmental collaboration.
• Strong understanding of GAAP, financial regulations, and compliance requirements.
• Superior communication skills and ability to present complex financial information clearly.
• Experience with financial software and systems implementation.
• Strong business acumen and strategic decision-making capabilities, with the ability to align financial strategy with long-term business goals.

Bonus Skills:

• Investor Relations Expertise : Proven ability to prepare and deliver concise financial reports, forecasts, and spend updates to primary investors, fostering trust and alignment.
• Open Book Management Acumen : Experience creating company-wide financial dashboards and training employees to understand and use key metrics for informed decision-making.
• Budget Optimization Leadership : Experience in developing and enforcing budgets that support operational efficiency while aligning with company growth strategies.
• Technology Sector Knowledge : Understanding of technology sector and scaling strategies for high-growth companies.

This is a hybrid role based in San Francisco, CA

Salary Range in SFBA: $160k - $200k (actual compensation will be determined based on experience, location, and other factors permitted by law)

This company is an equal employment opportunity employer and values diversity. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.

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