Hands-on finance leader for B2B SaaS platform managing accurate financial operations and strategic decision support. Overseeing monthly close and reporting while coaching finance team members.
Responsibilities
Support leadership strategic decisions by providing the right data, clear analysis, and a strong point of view
Build decision-ready dashboards and ad hoc analyses to inform trade-offs (pricing, investments, hiring, cash allocation)
Partner with the CEO and exec team to challenge assumptions and improve forecast accuracy over time
Own monthly close in Xero and deliver accurate management financials by day 10 after month-end
Own balance sheet integrity: reconciliations, accruals, deferred revenue, and clean audit trail
Implement lightweight controls that scale as we grow
Own and maintain revenue recognition policies and execution across subscriptions, annual contracts, and payments-related revenue
Ensure alignment between billing (ChargeOver), accounting (Xero), and operational reality
Partner with external accountants as needed — but you own the result
Own weekly KPI reporting with clear definitions and consistency
Produce a monthly tactical board package (KPIs and operating commentary) and support quarterly deep-dive reporting
Provide variance analysis that drives decisions, not just reporting
Own AR and collections for annual contracts, and maintain a predictable collections rhythm
Maintain and improve dunning processes, follow-ups, and internal accountability
Report AR aging and collection performance trends
Own payments margin reporting: take rate revenue, processing costs, refunds, chargebacks, disputes
Ensure clean reconciliation between payments activity, ChargeOver billing, and Xero accounting
Manage payment partner relationship from an execution and economics standpoint (commercial terms, reporting, controls)
Build dashboards that show payments profitability and operational risk clearly
Maintain cash forecasting and runway visibility (monthly cadence, clear assumptions)
Recommend practical spend guardrails tied to performance and forecast
Coach and manage a Financial Analyst and external bookkeeper
Manage external bookkeeping and accounting partners as needed
Support basic HR-admin workflows (onboarding/offboarding documentation, payroll coordination) on an interim basis, until a dedicated People function is in place
Support legal and admin workflows related to finance (vendor paperwork, contracts coordination, compliance support)
Requirements
Executive presence: confident, clear communicator with the ability to influence senior stakeholders and represent Finance in board-level and investor conversations
5 to 10 years in finance/accounting in a startup, scale-up, or operator environment
Proven ownership of monthly close, reporting, AR/collections, and cash forecasting
Comfortable in the weeds: reconciliations, process building, and system hygiene
Strong communication and backbone: can enforce timelines and accountability
CPA is a strong asset (or equivalent depth in accounting rigor)
Benefits
Health insurance
Health and wellness credit: $500 annually
Cell phone and internet credit: $75 per month to cover work-related phone and internet usage
Unlimited sick days (short-term illness, with reasonable use and manager support)
Home office setup support
Professional development support
Job title
Director of Finance – Head of Finance, Player-Coach
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