VP of Finance

Fathom

About The Position

Fathom is a PLG SaaS business at scale. We just hit our first cash-flow-positive month, our AI inference costs are a meaningful and fast-changing line on the P&L, and our pricing, packaging, and unit economics decisions are some of the highest-leverage choices the company makes. There is real, urgent strategic finance work to be done here — and almost none of it looks like traditional controllership. We need someone who can be the financial brain of the company: own the operating model, build a credible point of view on unit economics in a PLG business, partner with the CEO on pricing and packaging, manage AI/COGS as a first-class line item, and be the trusted second opinion on every meaningful financial decision. We do not need someone to build a finance team. The interesting work here is high-leverage and AI-enabled. Our existing vendors (Pilot for accounting, Sphere for tax, Rippling for payroll, Pulley for cap table) handle the things they should handle. This is a hire-of-one, possibly hire-of-two if the right second person comes along, and we expect it to stay that way.

Requirements

  • Experience in finance within a PLG business, with strong opinions on modeling self-serve revenue, expansion, and the funnel.
  • Focus on leverage, not headcount, and pride in shipping impact as a one-person function using AI tooling, vendor relationships, and good systems.
  • Pragmatic approach, focusing on real, meaningful impact rather than revisiting revenue recognition or restructuring the chart of accounts.
  • Ability to serve as the CEO's 'numbers brain,' acting as a trusted second opinion and reframing decisions with the right unit economics.
  • Hands-on approach, including building models, writing SQL, and analyzing cloud bills.
  • Fluency with AI tooling and active use to compress workload.
  • Low-ego and easy-going personality, leading through actions.
  • Ability to discern when to add process and when not to, understanding how the company operates before adding structure.
  • Test-and-learn mindset, balancing the discipline of numbers with the willingness to run experiments.
  • Experience managing vendors like Pilot for accounting, Sphere for tax, and Rippling for payroll.

Nice To Haves

  • Direct experience modeling and managing AI inference costs as a P&L line item.
  • Background partnering with product on pricing and packaging at a PLG company.
  • Publicly shared opinions or written about strategic finance, unit economics, or operating models.

Responsibilities

  • Own and maintain the company's 3-statement operating model, built for a PLG business — bottoms-up by product surface and self-serve cohort.
  • Manage GTM finance, including marketing spend ROI by channel, customer profitability analysis by segment, renewals and expansion forecasting, and sales productivity analysis.
  • Own unit economics, cohort analysis, and pricing, including LTV, CAC, payback, gross margin by cohort, NRR, GRR, and financial modeling for pricing and packaging changes.
  • Manage AI/LLM cost, including forecasting inference cost as a function of usage, model mix, and product decisions, and partnering with engineering on optimization opportunities.
  • Manage Cloud/COGS, including GCP cost analysis, COGS forecasting, and gross margin engineering.
  • Lead strategic finance projects, such as build-vs-buy analysis, market sizing, scenario modeling, international expansion math, and comp band design support.
  • Define KPI definition and reporting standards, including financial metrics that matter and standardizing internal and external reporting.
  • Act as the CEO's financial advisor, providing a trusted second opinion on financial decisions and helping draft financial narratives for the board, investors, and acquirers.
  • Manage the 13-week cash forecast.
  • Oversee headcount planning and comp modeling.
  • Conduct sales productivity analysis.
  • Coordinate 409A valuations.
  • Manage Wefunder / SPV investor communications.
  • Perform comp benchmarking, commission plan design and modeling.
  • Help draft the board financial narrative.
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