Based in the U7-10+ years of experience in financeProven experience in SaaS
Required
Based in the U.S. or Canada
7-10+ years of experience in finance, with a proven track record advising clients and partnering with management teams. The ideal candidate has experience in investment banking or a similar advisory environment, combined with operating experience in Strategic Finance, FP&A, or Business Operations at high-growth technology companies. Bonus points if operating experience is at AI-native companies.
Proven experience in SaaS, AI, healthcare tech and/or hardware tech
Self-starter with a strong ownership mentality, able to take ambiguous problems, structure them, and drive them through to completion with minimal oversight.
Comfort working across both detailed analysis and executive-level synthesis, with the ability to translate complex financial workstreams into decision-ready insights for founders and leadership teams. Prior exposure to board-level communication is a strong plus.
Advanced Excel and financial modeling expertise, including building scalable, driver-based operating models and translating business drivers into financial outputs. Comfortable leveraging AI tools (e.g., Claude, ChatGPT) to enhance analytical depth, speed, and workflow automation.
Strong understanding of US GAAP and key performance metrics in technology businesses, including ARR, MRR, revenue retention, churn, CAC, LTV, and gross margin. Bonus points for experience managing or analyzing compute-related spend in AI labs or high-performance computing environments.
Basic familiarity with modern accounting and finance tooling across the stack, including accounting systems (e.g., QuickBooks, NetSuite, Rillet, Campfire), spend management (e.g., Ramp), billing (e.g., Stripe, Tabs), and financial planning tools.
