Head of Finance

About The Role:

This is a hands-on finance leadership role, and we mean that literally. You will own the entire finance function — the monthly close, GAAP compliance, revenue recognition, tax, reporting, and audit readiness — and you will do the work yourself, with AI leverage and a fractional CFO alongside you, not a team beneath you.

Think of it as 50% controller, 50% strategic finance — with the controller half earning you the strategic half. Our President owns financial strategy today and is looking for a partner with the aptitude and hunger to take on more of it over time. The fastest way to earn that scope is to make the fundamentals bulletproof: books that close fast and clean, numbers no one questions, and a finance function that is audit- and diligence-ready at all times.

If you want to direct from a distance, this is not your role. If you have run finance before — or been the clear #2 who did all the real work — and you want end-to-end ownership at a company moving fast, keep reading.

You Will:

Own the close and accounting operations

• Run the monthly, quarterly, and annual close end-to-end — accruals, reconciliations, journal entries, flux analysis — with speed and accuracy as the standard.
• Maintain full GAAP compliance and drive continuous audit readiness, including coordination with external auditors.
• Own day-to-day accounting operations: AP/AR, payroll coordination, expense management (Ramp), and banking.
• Design and maintain automated workflows between billing and accounting platforms (Stripe, Chargebee, QuickBooks), reducing manual reconciliation and improving accuracy.
• Develop accounting policies, technical accounting documentation, and process documentation that ensures the finance function can withstand an external audit or third-party diligence without disruption.

Own revenue recognition and SaaS metrics

• Own revenue recognition under ASC 606 across subscription, usage-based, and hybrid pricing models.
• Maintain defensible, documented definitions of ARR, NRR, GRR, and churn — reconciled between billing systems, the GL, and our BI reporting — so every number holds up to outside scrutiny.
• Produce the monthly reporting package: financials, SaaS metrics, variance analysis, and departmental spend.

Own tax and compliance

• Own all tax-related responsibilities, including sales tax compliance via Anrok, federal and state filings coordination, and strategic tax planning.
• Ensure alignment with banking, insurance, and regulatory requirements; manage documentation and reporting obligations.
• Review and strengthen internal controls as the company scales.

Keep us diligence-ready at all times

• Build and maintain a comprehensive financial data room — organized, current, and accurate — supporting audits, board reporting, fundraising, and strategic reviews at any moment.
• Streamline reporting workflows so key documents, models, and disclosures are always board- and investor-ready.
• Elevate the finance function from founder-grade to institutional-grade by improving reporting quality, documentation, controls, and financial discipline without sacrificing the speed required in a high-growth business.

Grow into strategic finance

• Partner with the President and fractional CFO on budgeting, forecasting, scenario planning, and the board financial model.
• Deliver analysis that informs real decisions: hiring plans, pricing, CAC and payback, vendor negotiations, and resource allocation.
• Act as a financial thought partner to leaders across Sales, Marketing, CS, and Operations, building financial accountability into the culture.
• Translate operating performance into financial insights, connecting sales activity, customer behavior, pricing, and hiring decisions to financial outcomes.
• Review and update customer cohort data, developing a deep understanding of the business that enables you to pinpoint anomalies in the data and either resolve them or build a clear narrative around them.
• Build a finance function whose numbers, reporting, and supporting documentation inspire with management, the Board, external auditors, lenders, and sophisticated third parties.

Operate AI-first

• Use AI aggressively to automate reconciliation, accelerate the close, draft analysis, and run a finance function that operates like a team of three — before we hire one.
• Partner with our internal GTM AI team — the group building agentic solutions across the business — to design and ship automations and AI agents for finance workflows. You bring the finance depth; they help you build.

What Success Looks Like

• The books close fast, clean, and GAAP-compliant every month — without heroics.
• Revenue recognition and ARR definitions are documented, defensible, and reconciled across systems.
• The data room is always current; an audit or diligence request is a non-event.
• Leadership trusts the numbers completely and gets insight, not just reporting.
• Within 6–12 months, you have earned meaningfully more strategic scope because the fundamentals run themselves.
• Forecasts become increasingly accurate because assumptions are measurable, challenged, and refined each month.

You Have:

• 7+ years of progressive finance and accounting experience, including full ownership of a monthly close at a SaaS or technology company.
• A CPA, public accounting foundation, or equivalent depth in GAAP — you know ASC 606 cold and have applied it to subscription and usage-based revenue.
• Experience operating above the controller level: FP&A, board reporting, forecasting, or supporting a fundraise, audit, or M&A process.
• Proficiency with our stack or close equivalents: QuickBooks, Stripe, Chargebee, Ramp, Anrok, HubSpot.
• A hands-on operating style paired with genuine strategic hunger — you want to run finance, not just report on it.
• A proven ability to thrive in a fast-paced, ambiguous, high-ownership environment.

AI Fluency Is A Hard Requirement:

We hire at the “Adoptive” level or above on Zapier’s AI fluency framework. That means you have moved beyond one-off prompting to building repeatable AI-powered workflows in prior work. Strong signals: an automated reconciliation pipeline, an AI-assisted close checklist that runs itself, a reporting package that drafts its own first pass. You will also partner with our GTM AI team, which builds agentic solutions across the business — so you need to speak their language. Be ready to show real artifacts. “I use ChatGPT regularly” is not the bar.

You are Not:

• A CFO who delegates the close and reviews the output.
• A bookkeeper who cannot build a forecast or partner with executives.
• A big-company specialist who has only ever owned one slice of the function.
• Someone who needs a team before creating leverage.
• A finance strategist who talks about the numbers but does not produce them.

Our Benefits:

• Competitive Compensation: Attractive salary and benefits package.
• Flexible Work Environment: Fully remote work with flexible hours to promote work-life balance.
• Professional Growth: Opportunities for career advancement and professional development.
• Health & Wellness: Comprehensive health, dental, and vision insurance plans.
• Paid Time Off: Generous PTO and paid holidays to recharge and relax.
• Collaborative Culture: A supportive team environment that values innovation and collaboration.
• Equity Options: Opportunity to own a part of Fello and share in our success.
• Cutting-Edge Projects: Work on innovative products that leverage AI and advanced technologies.