Head of Finance – US

Avoma•San Jose, CA

15h•Onsite

About The Position

Avoma is seeking a hands-on finance leader to own financial operations, planning, forecasting, and strategic finance as the company scales. Reporting directly to the CEO, the Head of Finance will work with founders and functional leaders to build financial visibility, improve operating efficiency, and guide decisions about growth, investment, and profitability. The role combines strategic finance leadership with direct involvement in financial modeling, SaaS metrics, and day-to-day financial operations. The position oversees financial planning, budgets, rolling forecasts, long-range models, SaaS performance metrics, accounting and close, cash management, capital efficiency, board and investor reporting, fundraising support, and finance systems and automation. It also manages US and India financial operations, including intercompany accounting, tax compliance, and statutory requirements. The finance function is expected to be scalable, accurate, efficient, and a strategic business partner to company leadership. Avoma is an AI-powered meeting assistant and conversation and revenue intelligence platform for customer-facing teams. The company is venture-backed, describes itself as a fast-growing startup, and has more than 1,200 paying customers. This is an in-office role in San Jose, California, five days per week.

Requirements

10+ years of finance experience, preferably in high-growth SaaS or technology companies.
Experience leading finance at a Series A/B startup or similar growth-stage company.
Strong expertise in FP&A, budgeting, forecasting, financial modeling, and SaaS metrics.
Experience overseeing accounting, financial reporting, and financial operations.
Strong understanding of SaaS revenue recognition, unit economics, and capital efficiency.
Experience preparing board reports, investor materials, and fundraising financial models.
Proven ability to partner directly with founders, executives, and functional leaders.
Experience managing cash flow, financial controls, and multi-entity operations.
Strong analytical, problem-solving, and communication skills.
Experience with modern finance systems, analytics, and automation.

Nice To Haves

US and India financial operations experience.
CPA, CA, MBA, or equivalent qualification.
Experience as a founding or early finance leader at a high-growth SaaS company.
Experience helping scale a SaaS business through significant ARR growth while maintaining capital efficiency.
Experience supporting Series B or later fundraising.
Experience building financial models, reporting systems, and finance processes from scratch.
Demonstrated ability to improve profitability, extend runway, or optimize SaaS unit economics.
Strong familiarity with AI-powered finance tools and automation.

Responsibilities

Own financial planning, annual budgets, rolling forecasts, and long-range financial models.
Partner with the CEO and functional leaders on growth investments, headcount planning, and capital allocation.
Build financial models and scenario analyses to support strategic decisions.
Analyze budget-versus-actual performance, identify variances, and recommend corrective actions.
Report and analyze ARR, NRR, churn, CAC, LTV, CAC payback, gross margin, and burn multiple.
Build visibility into revenue growth, retention, customer economics, and operating efficiency.
Partner with Revenue Operations on bookings, billing, revenue recognition, and forecasting.
Analyze Sales and Marketing efficiency, customer profitability, and investment ROI; develop dashboards and reporting on business performance and growth drivers.
Oversee accounting, bookkeeping, accounts payable and receivable, payroll, expense management, and financial controls.
Own monthly and quarterly close, reconciliations, consolidated reporting, SaaS revenue recognition, and financial statements.
Manage external accountants, auditors, tax advisors, and finance partners.
Oversee US and India financial operations, including intercompany accounting, tax compliance, and statutory requirements.
Own cash flow forecasting, burn rate, runway, and capital planning; manage banking relationships, treasury operations, and cross-border cash management.
Identify opportunities to optimize spending, improve margins, extend runway, and establish spending accountability across departments.
Evaluate major business investments based on expected financial returns.
Prepare financial reports, forecasts, and business metrics for board meetings and investor updates; maintain investor-ready models and documentation.
Support fundraising preparation, financial due diligence, data room management, and financing scenarios with the CEO.
Build scalable financial processes, reporting systems, and internal controls, using AI and automation to streamline finance work.
Improve financial data accuracy, accessibility, and operational efficiency, and build a lean finance function that can support significant growth.