Key Responsibilities

1. Financial Controls & Reporting

• Establish and maintain a predictable monthly close (≤10 business days).
• Ensure GAAP-compliant financials.
• Implement practical internal controls appropriate for company size and scale.
• Maintain clean documentation and audit-ready records.
• Deliver clear, concise monthly reporting to leadership.

2. Cash Management & Financial Visibility

• Maintain accurate, real-time visibility into cash position.
• Actively manage working capital.
• Improve the cash conversion cycle where possible.
• Identify financial risks early and communicate clearly.

3. Revenue, Billing & Margin Discipline

• Own SaaS revenue recognition accuracy.
• Oversee billing, collections, and accounts receivable processes.
• Ensure customers are billed accurately based on usage and utilization.
• Provide clear gross margin and contribution margin visibility.
• Identify revenue leakage or inefficiencies.
• Reduce A/R through automation and collection efforts.
• Ensure strong financial hygiene across contracts and pricing structures.

4. Product Pricing & Cost Discipline

• Partner with Product, Sales, and Leadership to evaluate and refine pricing strategy.
• Analyze product-level costs, contribution margins, and profitability.
• Coordinate pricing analysis based on market positioning and competitive landscape.
• Model pricing scenarios for new products, feature releases, and market expansion.
• Ensure pricing decisions are grounded in financial data.
• Establish discipline around discounting and deal structures.

5. Budgeting, Forecasting & Performance Management

• Build and manage a rolling 12–18 month forecast.
• Develop and maintain annual operating budgets.
• Monitor performance against budget with clear variance analysis.
• Establish accountability across departments for financial performance.
• Develop and track key SaaS metrics including ARR/MRR, Gross Margin, CAC, LTV, Net Revenue Retention, Churn, and Cash Runway.
• Provide scenario modeling to support hiring and growth decisions.

6. Systems & Process

• Evaluate and improve finance systems and reporting tools.
• Automate billing and integrate internal systems that track usage.
• Ensure systems scale with growth without unnecessary complexity.
• Document financial processes clearly.
• Review contracts and MSAs to ensure financial controls are accurately established.
• Build and manage a lean, high-performing finance team over time.

7. CEO Partnership & Strategic Readiness

• Serve as a direct thought partner to the CEO.
• Provide financial clarity in strategic decisions.
• Push back when necessary.
• Prepare the company for future optionality (funding, debt, M&A) without overbuilding prematurely.

What Success Looks Like

Within 90 Days:

• Clean, predictable close.
• Clear cash visibility.
• Accurate revenue and margin reporting.
• Reduced A/R beyond 30 days.

Within 6 Months:

• Rolling forecast in place and trusted.
• Budget discipline across departments.
• Defined SaaS metrics tracked consistently.

Within 12 Months:

• Diligence-ready financials.
• Clear product-level profitability.
• Confident forecasting and performance management.