Finance Director

Beacon AI • San Carlos, CA

2d • Hybrid

About The Position

We’re hiring a Finance Director to own finance end-to-end at a Series A startup. You’ll lead budgeting, forecasting, and multi-scenario financial modeling, while managing external partners for bookkeeping, accounting close, taxes, and compliance. You’ll work directly with the CEO and leadership team to translate strategy into clear financial plans, improve decision-making, and support pricing and market segmentation work as we scale. This is a hands-on role. You will build the models, run the planning cadence, and create the financial tools and narrative we use internally and externally.

Requirements

• 6–12+ years in FP&A, strategic finance, and/or finance leadership; startup experience strongly preferred.
• Expert-level financial modeling (driver-based, clean structure, fast iteration, easy to audit).
• Comfortable owning the full finance lane while managing outsourced accounting and tax partners.
• Experience building budgets and forecasts tied to hiring plans, delivery plans, and GTM motion.
• Experience supporting pricing, packaging, and/or market segmentation work.
• High ownership, strong judgment, and comfort with ambiguity.
• Clear communicator who can explain numbers to non-finance teammates and push back when needed.
• Practical operator: can keep things lightweight but correct.
• Fast, reliable, and trusted.

Nice To Haves

• Fundraising support: board materials, investor metrics, data room readiness, finance narrative.
• Familiarity with government or defense contracting economics (if relevant to your business).
• Familiarity with common startup finance tooling (QuickBooks/Xero, Ramp/Brex, Gusto/Deel, basic BI).

Responsibilities

• Build and maintain multi-year, multi-scenario financial models (revenue, headcount, gross margin, cash, runway, balance sheet).
• Own annual planning and rolling forecasts, including a monthly forecast cadence.
• Define and track operating metrics and KPIs that actually drive the business.
• Turn assumptions into clear sensitivities, risks, and decision options for leadership.
• Own budgets, approvals, and variance reporting (plan vs actual, drivers, corrective actions).
• Partner with functional leads on headcount planning and project-based budgeting.
• Put lightweight controls in place that keep us disciplined without slowing the company down.
• Partner with GTM and product leadership on market segmentation and pricing strategy.
• Build pricing and unit economics models (margin, cost-to-serve, discounting guardrails, contract structure tradeoffs).
• Support deal review and proposal economics: profitability, payment terms, milestones, and risk.
• Manage contract bookkeepers/accounting and tax providers: close schedule, accuracy, deliverables.
• Maintain clean monthly reporting and cash planning (invoicing, collections, vendor payments, expense policy).
• Keep us audit-ready as needed, with good documentation and consistent processes.
• Be a thought partner to the CEO and leaders on strategy, sequencing, and tradeoffs.
• Contribute to company operations and other high-priority work as needed (startup mindset, high ownership).

Benefits

• Healthcare: 100% of employee medical premiums covered; 25% for dependents
• Time Off: 3 weeks PTO plus 13+ paid company holidays
• Stipends: Monthly phone and wellness benefits
• 401(k): Offered (no current employer match, but we are committed to enhancing this benefit in the future).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed