Head of Finance

Recruiter
CVPartners
Location
San Francisco
Salary
Competitive
Posted
17 Feb 2021
Closes
09 Mar 2021
Job role
Head of finance
Sector
Insurance
Contract type
Permanent
Hours
Full time

Role: Head of Finance – SaaS, growth stage

Location: San Francisco, CA

Internal Job ID: 480227

CVPartners is retained by its SF–based client, a Series B SaaS company, as they insource for finance/accounting oversight. This role will work autonomously and be the point person for the other department heads and Founder on "all things finance" and seek candidates who have scaled with a fast–growing company of a similar revenue model.

Requirements

  • Extensive experience in building scalable finance organizations in a fast–paced hyper–growth SaaS environment.
  • Experience working with external vendors – audit, tax, advisory, consulting, etc.
  • Experience business partnering with marketing, product, engineering, etc.
  • BA/BS in Finance, Economics, or other similar course of study; MBA a plus
  • 10+ total years of experience with time in corporate finance – strong preference for similar stage and revenue model of company along with a base of experience in IB, consulting, audit/CPA track, etc.
  • Strong understanding of accounting, compliance and ability to own accounting in addition to finance
  • Highly proficient in various technology tools – business intelligence, accounting systems, data, etc.
  • Ability to communicate finance concepts to non–finance professionals is an absolute must.
  • Capital raising and M&A experience a plus but not a main focus of the role
  • An understanding of what it takes at a startup – pace, hours, mindset

Responsibilities

  • Working with business unit leaders to set and achieve quarterly, annual and multi–year financial goals, as well as reviewing intermediate forecasts that track to those goals.
  • Extensive experience in budget planning, modeling, and generating practical insights and recommendations
  • Manage all finance and corporate functions
  • Reporting, maintaining and forecasting SaaS metrics/analytics
  • Creating analyses, commentary and presentation materials for board & leadership meetings.
  • Working closely with our Sales, Customer Success, and Executive Teams to own responsibilities around forecasting and managing business metrics (i.e. Pipeline and Revenue Forecasting)
  • Effectively communicate and present critical financial and strategic matters at Board meetings.
  • Communicating and gaining adoption of policies, internal controls, accounting standards (GAAP), along with procedures and tools.
  • Partnering with the CEO on future fundraising rounds, while building strong relationships with current and prospective investors.