Manage monthly close process and cash management to ensure accuracy and timely reporting
Build and maintain comprehensive budget vs. actuals reporting that drives accountability
Create board financial packages that clearly communicate company performance and trajectory
Build cohort economics models, CAC/LTV analysis, and scenario planning for strategic decisions
Prepare financial materials for Series B/C fundraising, including investor presentations and data room documentation
Manage Controller relationship and coordinate audit preparation
Develop financial forecasting models that account for multiple revenue streams (B2C, B2B, partnerships)
Partner with leadership on resource allocation, hiring plans, and investment decisions
Implement financial systems and processes that scale as the company grows
Monitor key metrics and provide actionable insights to executive team

7+ years of finance experience in high-growth startups
Strong hands-on financial modeling skills
Experience creating and presenting board-level financial reporting
Familiarity with both SaaS/subscription and transactional revenue models
Strategic thinker who can translate financial data into business insights
Detail-oriented with uncompromising standards for accuracy and integrity
Strong business partner who understands how finance enables company strategy
Excellent communicator who can explain complex financial concepts to non-finance stakeholders
Comfortable with ambiguity and able to build infrastructure in a fast-moving environment
Nice to Have: Healthcare industry finance experience
Experience supporting companies through multiple fundraising rounds (Series A, B, C+)
CPA, CFA, or equivalent professional certification

Director of Finance

Key skills