Role Overview
- Build and own the financial architecture of a rapidly scaling services business.
- Own and manage the company P&L end-to-end, including revenue, delivery costs, gross margin by client, operating expenses, and net margin.
- Design and maintain financial models that connect operational metrics to financial outcomes.
- Build and operate capacity planning models accounting for offshore engineers, contractors, and full-time staff.
- Lead the annual budgeting process with quarterly reforecasting to ensure financial planning remains dynamic.
- Develop cash flow forecasting frameworks that account for retainer billing cycles and delivery cost timing.
- Build client-level financial views including CAC, LTV, payback period, and margin per engagement.
- Partner with the CEO on pricing strategy and new service offerings, modeling margin implications before launch.
- Track financial impact of client expansion, retention, and churn.
- Provide clear financial insights that support strategic business decisions.
- Own the financial systems stack, including Stripe, QuickBooks (or similar), and integrations with operational tools like Airtable and HubSpot.
- Build automated reporting pipelines that surface financial KPIs without manual spreadsheet exports.
- Develop AI-assisted workflows for financial modeling, reporting, and automation using tools such as Claude or similar AI platforms.
- Ensure financial reporting infrastructure scales with the company’s growth.
- Maintain board-ready financial reporting on an ongoing basis.
- Build and manage a live investor data room with accurate financial documentation.
- Develop scenario models for fundraising, partnerships, and acquisition opportunities.
- Serve as a strategic partner to the founder, translating financial insights into actionable business decisions.
Requirements
- Proven experience building financial infrastructure in a 0→1 startup environment.
- Prior finance leadership experience in agency, services, or professional services businesses.
- Advanced financial modeling expertise, including building three-statement models from scratch.
- Strong strategic finance mindset — comfortable advising on pricing, margins, and business strategy.
- Experience owning and managing financial systems and integrations (Stripe, QuickBooks, or similar tools).
- Ability to translate financial insights into clear operational and strategic recommendations.
- Strongly Preferred
- Experience using AI tools such as Claude for financial modeling, automation, or reporting workflows.
- Exposure to international finance operations, including multi-currency environments and global contractors.
- Experience preparing companies for fundraising or investor due diligence processes.
- Familiarity with demand generation or outbound-driven business models.
Benefits
💻 Fully Remote: Work from anywhere with international teams
🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services
🤝 Peer Community: Connect with high-performing sales professionals in our network
🧭 Ongoing Support: Receive guidance from Huzzle before and after placement
💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals