Head of Finance – US

Avoma•San Jose, CA

1d•$160,000 - $190,000•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 partner with founders and functional leaders to improve financial visibility and operating efficiency and guide decisions about growth, investments, and profitability. The role combines strategic finance with hands-on financial modeling, SaaS metrics analysis, and oversight of finance operations. The role owns financial planning and modeling; SaaS performance reporting; accounting and financial operations; cash, runway, and capital efficiency; board and investor reporting; and scalable finance systems, AI, and automation. The position oversees US and India financial operations and supports fundraising preparation and financial due diligence. Avoma is an AI-powered meeting assistant and conversation and revenue intelligence platform, described as a venture-backed, fast-growing startup with more than 1,200 paying customers. This is an in-office role in San Jose, California, five days per week. Base compensation is $160,000–$190,000, based on experience, with an early-stage equity grant and medical, dental, vision, 401(k), and generous PTO benefits.

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.
Hands-on ability to build models, review reconciliations, and solve problems.
In-office availability in San Jose, California, five days per week.

Nice To Haves

US and India financial operations experience is strongly preferred.
CPA, CA, MBA, or equivalent qualification; preferred but not required.
Experience as a founding or early finance leader at a high-growth SaaS company.
Experience scaling 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.
Provide financial insights and recommendations to support leadership decisions.
Own reporting and analysis of 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, AP/AR, payroll, expense management, and financial controls.
Own monthly and quarterly close, reconciliations, and consolidated reporting.
Ensure accurate 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, and extend runway.
Establish financial controls and 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 financial models and financial documentation.
Support fundraising preparation, financial due diligence, and data room management.
Partner with the CEO on financing scenarios and long-term capital requirements.
Build scalable financial processes, reporting systems, and internal controls.
Use AI and automation to streamline reporting, reconciliations, forecasting, and financial analysis.
Improve financial data accuracy, accessibility, and operational efficiency.
Build a lean finance function that can support significant growth without unnecessary complexity.