Finance Lead

Eudia • Palo Alto, CA

2d • Onsite

About The Position

Eudia is seeking a strategically minded, execution-oriented Finance Leader to partner with the founders in building a generational, AI-first company at the intersection of technology, legal services, and the future of work. This individual will be responsible for architecting the financial systems, models, and decision frameworks that guide how we deploy capital, scale our hybrid business, and capture the full economic opportunity ahead.
This is a high-impact, cross-functional role encompassing FP&A, operational finance, pricing strategy, and M&A. The ideal candidate will navigate a complex business model that integrates software, AI-driven efficiency, legal services, and tech-enabled BPO.
This is fundamentally a build role. You will shape how we measure the business, define our margin strategy, and establish the financial infrastructure necessary to scale from early product–market fit to sustained growth. You'll work closely with product, engineering, legal operations, and GTM teams to align strategy with financial realities—ensuring disciplined operations while maintaining the pace and ambition that define Eudia.

Requirements

• 15+ years of progressive experience in finance, strategic finance, FP&A, or related roles, with demonstrated growth in scope, complexity, and leadership accountability.
• Bachelor’s degree in Finance or a related discipline; MBA or relevant master’s degree is a plus.
• Proven finance leadership experience at a high-performing, fast-growing company, ideally at the intersection of AI, software, and tech-enabled services.
• Track record of inspiring credibility across technical, analytical, and high-caliber cross-functional teams.
• Ownership of a complex, multi-line P&L including significant cost of sales, multiple revenue streams, and hybrid product–services margins.
• Demonstrated ability to improve gross margins via pricing strategy, product mix optimization, AI leverage, delivery model enhancements, and disciplined resource deployment.
• Direct experience leading M&A and post-close integration activities, including financial due diligence, synergy modeling, realization planning, and operational alignment.
• Comfort operating in fast-paced, category-creating environments that demand first-principles thinking, rapid iteration, and navigating ambiguity.
• Expertise in building and scaling financial systems, models, and planning infrastructure in businesses with evolving operational complexity.
• Strong intellectual curiosity and a well-informed perspective on artificial intelligence and its business impact.
• Leadership style aligned with Eudia’s values: high-agency, non-hierarchical, DRI-accountable, with a culture of written communication, intellectual rigor, and ownership.
• Excellent analytical and communication skills with the ability to simplify complexity and influence decisions across diverse, cross-functional teams.
• Based in (or willing to relocate to) Palo Alto or Irvine, with an in-office presence required five days per week and periodic travel between offices.

Nice To Haves

• MBA or relevant master’s degree is a plus.

Responsibilities

• Financial Strategy & Leadership
• Own the overarching financial strategy and operating model for a business spanning AI technology, legal services, and global BPO delivery.
• Develop a deep understanding of unit economics by product line, customer segment, delivery model, and margin profile.
• Partner with operations to optimize labor deployment, utilization, and AI leverage to systematically increase gross margins.
• Define pricing architecture and commercial structures that align value delivery, cost, and long-term customer economics.
• Financial Reporting & Operating Rhythm
• Build the reporting infrastructure for a multi-line business, including insights into customer profitability and contribution margin.
• Establish a disciplined monthly and quarterly operating cadence to drive data-informed decisions across departments.
• Elevate financial presentations and reviews to ensure clarity around trade-offs, investments, and strategic priorities.
• Cross-Functional Partnership
• Serve as a thought partner to the CEO, COO, CTO, and GTM leadership on long-term strategy, resource allocation, and prioritization.
• Work closely with engineering and product leaders to model AI compute costs, platform investments, and the financial impact of scaling technology.
• Collaborate with legal operations and BPO teams to refine delivery models, utilization frameworks, and cost-to-serve assumptions.
• M&A and Integration
• Lead financial due diligence, deal modeling, and synergy planning for strategic acquisitions.
• Develop and run the integration playbook to align systems, processes, pricing, and reporting across acquired entities.
• Work closely with founders to identify strategic acquisition opportunities that accelerate technology, capabilities, or market expansion.
• Team Leadership
• Build and lead a small, high-performing finance team that scales with the company.
• Reinforce Eudia’s non-hierarchical, high-agency culture centered on written communication, intellectual rigor, and DRI (Directly Responsible Individual) accountability.
• Champion an AI-first mindset in the finance function, encouraging teams to leverage AI tools to drive speed, accuracy, and insight.
• FP&A Leadership
• Establish forecasting, budgeting, and long-term planning systems to support a rapidly scaling, complex business.
• Create a driver-based financial model reflecting our unique structure — including technology revenue, managed legal services, BPO operations, utilization models, and AI compute dynamics.
• Partner with product, engineering, legal operations, and GTM teams to convert strategic objectives into resource plans, hiring models, and investment roadmaps.
• Align teams on the financial implications of major decisions, ensuring that capital is allocated where it will drive the greatest impact.
• Define and Track Metrics
• Establish KPIs across product, delivery, and customer segments — tracking contribution margin, unit economics, customer profitability, and return on AI and R&D investments.
• Build dashboards and reporting tools that enhance clarity, visibility, and accountability organization-wide.
• Strategic Modeling & Scenario Planning
• Run multi-scenario analyses to guide decisions around pricing, delivery mix, headcount planning, acquisitions, and geographic expansion.
• Provide company leaders with clear trade-off views and financial implications to enable disciplined, informed scaling.
• Financial Storytelling & Communication
• Lead the development of compelling financial narratives for board meetings, investor updates, and internal leadership sessions.
• Clearly convey insights grounded in the operating model, while tying metrics and outcomes to Eudia’s long-term vision.

Benefits

• Impactful Work: Be part of a team that’s at the forefront of AI innovation.
• Growth Opportunities: Work in an environment that encourages professional growth and the exploration of new ideas.
• Dynamic Culture: Join a group of passionate, driven individuals who are committed to making a difference.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive