Strategic Finance & Operations Lead

About the role

We’re looking for a Strategic Finance & Operations Lead who is excited to use an analytical ability to solve financial and cross-functional operational challenges at a rapidly growing applied AI company. This is an in-person role with a chance to meaningfully shape how we transition from an early stage to a generational technology company.

You will

• Partner with the CEO to build and own financial models, investor decks, and board reporting as we march toward our Series A and scale to $10M+ ARR and beyond
• Partner with Growth to track and optimize CAC, LTV, payback period, NRR, conversion rates, and channel performance across our SMB and Accountant GTM motions
• Partner with multiple functions to own quarterly financial reporting, revenue operations, and our operating rhythm
• Lead special projects across M&A, fundraising, and internal operations

We're looking for someone who

• Has 4–7 years of experience in Strategic Finance, FP&A, Investment Banking, Management Consulting, Private Equity, or high-growth startup operations
• Has a deep understanding of unit economics and the metrics that drive B2B SaaS businesses at each stage of growth
• Has strong technical skills in Excel/Sheets, financial modeling and dashboards; SQL and BI tools are a plus
• Is a strong communicator with natural curiosity and business judgment; you ask great questions and can identify what really moves the needle
• Thrives in a fast-paced, ambiguous environment and knows how to make progress without perfect information

Bonus if

• You’ve started your own company or been through a fundraising cycle (Seed through Series B) at a high-growth B2B SaaS company or helped scale revenue to $20M+ ARR
• You have an advanced degree (MBA, CPA, CFA or equivalent)

Location

• Downtown Palo Alto, in person, 4 days per week.
• 1 block from the Palo Alto Caltrain Express stop.
• Candidates should be based in the Bay Area or open to relocation.

What we offer

• $175,000-$200,000 per year + meaningful equity
• Employee-friendly equity (QSBS eligible)
• Comprehensive medical, dental, and vision benefits
• Apple laptop/headset, health/commuter stipends
• Daily snacks, lunch and unlimited Verve coffee

We’re building a world-class team of creative thinkers and doers from diverse backgrounds. If you’re excited by this role, even if your experience isn’t a perfect match, we’d love to hear from you.