Team Lead developing the Investment Risk Platform for Fidelity Asset Management. Leading design, building, and scaling risk management systems while driving innovation in investment technologies.
About the role
- Head of Finance & Ops at CivilGrid, overseeing finance and operations in SaaS construction tech. Bring rigor and clarity to financial processes and partner with the CEO.
Responsibilities
- Own company financials: budgeting, forecasting, variance analysis, and financial reporting.
- Manage external bookkeeping and tax firms; ensure accuracy and compliance.
- Lead board-level and investor communications, producing clear and insightful reports.
- Build forward-looking financial models to guide hiring, capital planning, and growth.
- Manage cash flow, forecasting, and SaaS-specific revenue recognition (ASC 606).
- Partner with leadership to set annual and quarterly goals, run QBRs, and build accountability frameworks.
- Translate vision into achievable operating plans, adjusting quarterly as needed.
- Develop and implement internal dashboards to track KPIs, usage metrics, and progress against goals.
- Evaluate and implement tools/systems for financial and operational tracking (QuickBooks and beyond).
- Oversee vendor payments, invoicing, reconciliations, and revenue operations.
- Manage light legal work, including vendor/customer contracts, NDAs, and partnership agreements.
- Coordinate with external legal counsel on corporate, employment, and compliance matters.
- Ensure company policies and processes meet compliance standards.
- Act as a strategic thought partner to the CEO and other leadership team members on business decisions.
- Provide insights and recommendations on sales motion, hiring, and scaling strategy.
- Serve as the connective tissue across teams, ensuring decisions are data-informed and resourced.
- Foster a culture of operational excellence, financial discipline, and transparency.
Requirements
- Finance-first operator with 5-10 years of experience across finance, operations, and people leadership.
- Background in investment banking, consulting, Big 4, VC, or similar with hands-on startup finance/ops experience.
- Understanding of accounting principles, SaaS revenue recognition, and SaaS metrics (ARR, NRR, CAC, LTV, churn, burn multiple).
- Track record of building and managing financial models, budgets, and board-ready reporting.
- Experience setting up and running company-wide goal-setting and accountability processes.
- Strong systems thinker, with a point of view on tools and dashboards (QuickBooks, BI platforms, etc.).
- Exposure to HR processes and light legal/compliance work at a startup or scaling company.
- Comfortable rolling up your sleeves on admin and tactical tasks while thinking strategically.
- Based in San Francisco (or willing to relocate).
Benefits
- Competitive salary and equity
- Health insurance
- Flexible and remote-friendly work environment
- FSA (health and dependent care)
- Unlimited PTO
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