Head of Finance

Fulcrum•San Francisco, CA

22h•Onsite

About The Position

Fulcrum is seeking its first finance hire to build the finance function from scratch. The Head of Finance will assess the company’s needs, establish accounting infrastructure, FP&A, tax and compliance, and investor relations, and initially work hands-on across the full scope of the function. As the company scales, this person will hire and develop a finance team. The role requires comfort with ambiguity, speed, and moving between detailed accounting work and board-level communication. The Head of Finance reports directly to the CEO and participates in consequential company decisions. Fulcrum builds an AI platform to automate routine work in the insurance brokerage industry. The company reports multiple seven figures in ARR, serves large enterprise clients, and recently raised its Series A. The position is based five days a week in Fulcrum’s San Francisco office; candidates willing to relocate are welcome.

Requirements

At least 8 years of finance experience spanning accounting, FP&A, and investor-facing work.
Evidence of building finance capabilities or structure, leading a fundraise, or taking on scope beyond a conventional role.
Demonstrated ability to hire and develop finance talent.
Strong command of GAAP, ASC 606 revenue recognition, financial modeling, and board-level reporting.
Fluency in SaaS metrics and ability to build reporting infrastructure around them.
Experience supporting or running a Series A or later fundraise, including working with outside counsel on financing and equity documents.
Comfort owning tax, compliance, payroll, and equity administration, and knowing when to bring in outside expertise.
Independent judgment, first-principles thinking, willingness to push back, and ability to take initiative and execute.
Exceptional communication skills, including the ability to explain complex financial information to founders, investors, and operators.
Ability to work five days a week from the San Francisco office, or willingness to relocate.

Nice To Haves

CPA or MBA.

Responsibilities

Own investor relations, including board materials, quarterly updates, cap table hygiene, and 409A valuations.
Lead financial preparation for future fundraising, including the data room, diligence, financial narrative, and coordination with outside counsel.
Build and own financial models, forecasts, and budgets, using SaaS metrics to inform company decisions.
Manage cash and track burn, keeping leadership informed and supporting capital allocation and headcount decisions.
Establish accounting processes, controls, and systems, including monthly and quarterly close, financial statements, ASC 606 revenue recognition, and audit readiness.
Oversee federal, state, and local tax and compliance obligations, including sales tax nexus and R&D tax credits, and engage outside expertise when appropriate.
Manage payroll, benefits administration, accounts payable, vendor relationships, and banking.
Hire and develop the finance team as the company grows.