Head of Finance

Ivo•San Francisco, CA

12d•Onsite

About The Position

Why Ivo? Contract negotiation is the most time-consuming, costly, and difficult component of the contract lifecycle—and it hasn’t gotten much easier since the days of fax machines. Large language models have unlocked the ability to solve many contract negotiation problems at scale. Our product is best-in-market (we have an 85%+ h2h trial win rate) and used by some of the leading companies in the world. Overview We’re hiring our first Head of Finance to own Ivo’s financial engine end-to-end. This role will build and lead our finance function, with responsibility for full oversight of Ivo’s financial landscape, including budgeting, planning, forecasting, reporting, and strategic financial oversight. This leader will determine the right long-term operating model for finance at Ivo, including, over time, standing up an in-house team (with support from our fractional CFO team).

Requirements

7–12+ years of experience at in-house finance teams, ideally with a mix of FP&A, strategic finance, and operating roles in SaaS companies.
Experience building finance functions from scratch in high-growth startups.
Strong command of key SaaS metrics (ARR, NRR, CAC, LTV, payback, gross margin, cohort analysis, etc.) and how to operationalize them.
Ability to work closely with executives and department leads across operations, marketing, GTM and product / engineering, while maintaining independence and financial discipline.
Excellent modeling, forecasting, and presentation skills.
Pragmatism: you know when to be scrappy and when to introduce structure.
Excitement at the prospect of joining a fast-growing company with potential to change the way companies operate their businesses.

Responsibilities

Build & Lead the Finance Function
Establish core financial processes, controls, and reporting frameworks appropriate for a rapidly scaling AI company.
Hire, manage, and develop finance talent (FP&A, accounting, revenue operations, or other roles as the company scales).
Support the CEO and the leadership team through key operational and financial decisions.
Evaluate Ivo’s current financial tech stack and our fractional model and determine the optimal mix of internal vs. external finance resources over the next 12–24 months.
Budgeting, Planning & Forecasting
Own the annual planning cycle and develop a coherent financial plan aligned with company strategy.
Partner with department heads to build and manage budgets, track spend, and forecast outcomes with accuracy and accountability.
Create rolling forecasts and scenario models to inform decision-making (e.g., hiring, GTM expansion, pricing, R&D allocation).
Board, Investor & Executive Reporting
Deliver crisp, recurring financial reporting to the CEO, exec team, and Board as needed, including dashboards, commentary, and insights.
Lead preparation of board materials, including revenue performance, cost structure analysis, hiring plans, and financial outlooks.
Provide proactive insights on business performance, risks, and opportunities as part of leadership and strategic decision-making by the CEO and leadership team.
Headcount & Hiring Planning
Partner with People Operations and team leads to develop headcount plans aligned with financial targets and hiring velocity.
Monitor compensation budgets, bonus and commission planning and calculations, hiring costs, and organizational structure to ensure efficient scaling.
Ensure hiring plans are closely connected with revenue, runway, and Ivo’s key metrics.
Operational Finance & Compliance
Oversee accounting, month-end close, audit preparation, tax compliance, and cash management (whether executed internally or through external partners).
Implement systems and automation that improve reporting accuracy, financial controls, and data visibility.
Manage and own the accounts receivable and accounts payable processes, ensuring we are managing these functions appropriately as a team.

Benefits

Shape the financial foundation of a fast-growing AI legal tech company.
Work directly with the CEO and executive leadership to influence strategic decisions.
Build a function and team your way, with strong backing from leadership.
Competitive compensation, equity, and the opportunity to grow into a CFO-track role as the company scales.
We offer relocation assistance and visa/green card sponsorship where applicable.
Comprehensive medical, dental, and vision plans for you and your family.

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