Head of Finance

Fulcrum•San Francisco, CA

1d•Onsite

About The Position

Fulcrum is building the AI platform for insurance brokers, aiming to transform the insurance industry, which is a massive $1.5 trillion market. The company is post-Series A, has gained traction with 30% of the top 50 brokers, and is experiencing rapid growth. Fulcrum offers a unique opportunity to be part of a company that is disrupting a large, underserved market with AI-powered solutions.

Requirements

8+ years of finance experience, with a mix of accounting, FP&A, and investor-facing work.
Proven ability to build and create structure where none existed.
Demonstrated ability to hire and develop finance talent.
Strong command of GAAP, ASC 606 revenue recognition, financial modeling, and board-level reporting.
Fluent in SaaS metrics and able to build reporting infrastructure.
Experience supporting or running a fundraise (Series A and beyond).
Comfortable owning tax, compliance, payroll, and equity administration.
Ability to form views from first principles, push back when disagreeing, and take initiative.
Exceptional communication skills, able to translate complex financials into clear narratives.
Ability to work 5 days a week from our San Francisco office (open to candidates willing to relocate).

Nice To Haves

CPA or MBA

Responsibilities

Own the investor relationship end-to-end, including board materials, quarterly updates, cap table hygiene, and 409A valuations.
Lead financial preparation for future raises, including data room, diligence, financial narrative, and coordination with outside counsel.
Build and own financial models, forecasts, and budgets, with a strong understanding of SaaS metrics (ARR, NRR, CAC, LTV).
Manage cash management and burn tracking, and advise on capital allocation and headcount.
Establish accounting processes, controls, and systems for scalability, including monthly/quarterly close, financial statements, ASC 606 revenue recognition, and audit readiness.
Oversee federal, state, and local tax and compliance obligations.
Manage payroll, benefits administration, AP, vendor relationships, and banking.
Hire and develop the finance team as the company grows.