Head of Finance

Fulcrum•San Francisco, CA

7d•Onsite

About The Position

Fulcrum is an AI platform for insurance brokers, aiming to transform the $1.5 trillion insurance industry which still relies heavily on traditional methods like spreadsheets and email. The company is post-Series A, has achieved significant ARR growth, and is trusted by a substantial portion of the top brokers in the country. Fulcrum offers a unique opportunity to join a fast-growing company attacking a large, underserved market, with a focus on in-person collaboration in San Francisco and significant upside potential through competitive salary and founding-team equity.

Requirements

8+ years of finance experience, with a mix of accounting, FP&A, and investor-facing work.
Demonstrated ability to build and establish functions, not just operate existing ones.
Proven experience in hiring and developing finance talent.
Strong command of GAAP, ASC 606 revenue recognition, financial modeling, and board-level reporting.
Fluency in SaaS metrics and the ability to build reporting infrastructure around them.
Experience supporting or running a fundraise (Series A and beyond), including working with outside counsel.
Comfort with owning tax, compliance, payroll, and equity administration, and knowing when to engage external expertise.
An independent mindset with the ability to form views from first principles and take initiative.
Exceptional communication skills, capable of translating complex financials into clear narratives.
Ability to work 5 days a week from the San Francisco office (relocation considered).

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 fundraising rounds, including data room management, diligence, financial narrative development, 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 flow, burn rate tracking, and provide insights for capital allocation and headcount planning.
Establish accounting processes, controls, and systems, including monthly/quarterly close, financial statements, ASC 606 revenue recognition, and audit readiness.
Oversee federal, state, and local tax obligations, including sales tax nexus and R&D tax credits.
Manage payroll, benefits administration, accounts payable, vendor relationships, and banking operations.
Hire and develop the finance team as the company scales, defining the standards for finance talent at Fulcrum.