Hybrid Director of Finance – Head of Finance, Player-Coach

Posted last week

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About the role

  • 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

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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