Own the full order-to-cash cycle: invoicing, collections, revenue recognition, and payment reconciliation
Lead monthly close with accuracy and timeliness
Manage AP, vendor payments, and expense controls
Maintain GAAP compliance and partner with external accountants and auditors
Build scalable internal controls as transaction volume grows
Ensure customer agreements (Order Forms, MSAs, renewals, custom pricing) are executed, stored, and version-controlled
Maintain clean contract metadata that feeds billing, forecasting, and renewals
Proactively audit agreements and systems to prevent revenue leakage
Own commission calculations and payouts for GTM roles
Validate bookings, payment timing, clawbacks, and quota credit rules
Deliver clear, auditable commission statements
Partner with Sales leadership on comp plan design, ramps, accelerators, and SPIFFs
Prepare monthly KPI reporting and quarterly board materials
Partner with the CEO on runway management, fundraising readiness, and financial storytelling
Establish a predictable, trusted financial operating cadence for leadership and the board
Own and maintain the financial model across ARR, revenue, margins, headcount, and payments economics
Build scenario analyses for hiring, GTM strategy, pricing, and fundraising
Track and analyze core SaaS and payments metrics (ARR, NRR, CAC, LTV, GMV, take rates)
Support pricing, packaging, and product expansion decisions with clear financial insight
Own the finance tech stack (accounting, billing, reconciliation, expenses, commissions, forecasting)
Integrate financial systems with HubSpot and product data
Manage relationships with banks, payments providers, and financial vendors
Partner with Product and Engineering on financial logic embedded in the platform, including invoicing workflows, payment flows, reconciliation, and reporting
Maintain clear visibility into cash position, runway, and near-term liquidity
Use low-risk instruments where appropriate
Provide simple, accurate reporting on cash and capital needs
Requirements
7–12+ years of experience across finance operations and FP&A
SaaS experience required; payments or fintech experience strongly preferred
Proven experience owning billing, forecasting, and board-level reporting
Strong financial modeling and analytical skills
Experience implementing finance systems and automation
Comfortable operating both tactically and strategically
Clear, concise communicator with executive presence