Finance Lead

Bobyard•San Francisco, CA

23h

About The Position

We’re hiring our first dedicated finance leader—a foundational role that will shape how we operate, make decisions, and scale. You’ll build the financial backbone of the company and help drive strategy at every level. You’ll partner closely with the CEO and leadership team to own financial planning, fundraising readiness, and company-wide decision making. From modeling and resource allocation to defining the metrics that matter, you’ll turn ambiguity into clarity and help guide the business through its next stage of growth. This role is ideal for someone who is equally comfortable building from scratch, thinking strategically, and operating hands-on across the business.

Requirements

4–7 years of experience in finance (startup, growth-stage, or a mix of operating + banking/consulting)
Strong financial modeling and analytical skills
Experience owning or contributing to fundraising (Series A/B+ preferred)
Familiarity with SaaS business models and metrics
Track record of working cross-functionally with product, sales, and ops teams
Experience operating as a highly autonomous individual contributor

Nice To Haves

Experience as an early or first finance hire
Background in investment banking, private equity, venture capital, or similar analytical roles
Relevant financial certifications (e.g., CFA or equivalent)

Responsibilities

Own company-wide financial planning, including runway, cash burn, and hiring projections
Build and maintain dynamic financial models that guide key decisions
Lead scenario planning and resource allocation across the business
Partner closely with leadership on company strategy and tradeoffs
Evaluate and model new product lines, pricing strategies, and revenue opportunities
Translate product and GTM initiatives into clear financial outcomes
Identify risks, inefficiencies, and opportunities across the business
Lead financial preparation for Series B (models, metrics, materials)
Support investor conversations with clear, compelling financial narratives
Prepare board materials and support executive-level reporting
Define and standardize core company metrics (e.g., ARR, CAC, LTV, burn efficiency)
Partner with sales and operations to improve billing, pricing, and collections processes
Help design and scale clean, reliable quote-to-cash systems
Ensure financial accuracy and visibility across the revenue lifecycle
Own the integrity of financial reporting and serve as the accountable finance lead (in partnership with Graphite)
Ensure accurate close processes, compliance, and reporting
Build lightweight but scalable financial systems and controls
Provide actionable financial insights to leadership
Build dashboards and reporting that drive clarity and accountability
Be the go-to partner for “what does this mean financially?” across the company