Fix the Financial Data Pipeline — Audit and rebuild how data flows between Stripe, HubSpot, and QuickBooks
Build Internal Dashboards & Reporting — Create a reporting layer the entire team can rely on
Own Funnel Analysis — Build the reporting to track both funnels independently
Own the Monthly Close — Direct Pilot on GL coding
Solve Revenue Recognition — Navigate the complexity of ASC 606
Build Strategic Models — Create and maintain rolling cash flow forecasts
Prepare for Series A — Build and maintain the financial model and data room
Manage the Basics — Oversee accounts receivable, accounts payable, and GAAP-compliant financial statements
Requirements
SaaS Finance Veteran
Stripe-Native
Rev Rec Specialist
Investor-Grade Thinker
Systems Builder
Startup Operator
Nice to Have: Experience with Pilot or similar outsourced bookkeeping services, HubSpot CRM experience, Background in B2B data, GTM tech, or infrastructure companies, CPA or CFA designation, Experience supporting a company through Series A fundraising and diligence