Build, lead, and sustainably scale the finance function across Infinity Constellation and its growing portfolio of AI-native B2B services companies
Direct and oversee multi-entity financial planning and analysis partnering directly with Founder-CEOs
Lead annual planning and quarterly re-forecasting across all Business Units
Partner with BU CEOs to calibrate operating plans and investment levels
Drive variance analysis and quarterly performance recalibration, reporting on business metrics relevant to the Business Units, and to the consolidated portfolio management team
Direct allocated capital across portfolio based on performance and strategic priorities
Own board reporting and financial materials
Lead investor financial diligence preparation, and ongoing investor relations priorities
Support fundraising initiatives
Deliver week-over-week and month-over-month reporting on key metrics
Direct and oversee consolidated reporting across multiple legal entities
Manage intercompany structures and capital flows
Ensure GAAP compliance and financial controls across Infinity and its Business Units
Build and manage strategic and financial planning & analysis functions
Establish scalable finance infrastructure (systems, reporting, automation)
Collaborate and design long-term finance tech stack strategy
Integrate automation and AI-driven workflows into finance operations
Drive data transparency across the platform

7-10+ years of progressive finance leadership experience
Experience in SaaS, services businesses, holding companies, private equity, investment banking, venture studios, or incubators
Multi-entity consolidation experience, including international entities
Strong board and investor reporting background
Experience in later-stage fundraising (growth+)
CPA, CFA, MBA preferred, but not required
Experience with modern cloud based finance software tools (QBO, Ramp, Wise, etc) and building system transitions (NetSuite, Adaptive, Anaplan, etc.)
Exceptional communication skills — able to partner effectively with board members, investors, founders, their directs, and small and large groups as needed
Operate at incredible speed and scope, with ability to context switch across business lines, and strategies.

Head of Finance

Key skills