Director, Finance

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Develop investment proposals for strategic initiatives, new market segments, market entry, go-to-market (GTM) investments, and product investments.

• Lead reviews after investments to compare anticipated vs. actual returns.

• Manage frameworks for distributing budgets and staffing across GTM, Research & Development (R&D), and General & Administrative (G&A) functions.

• Create mechanisms and decision-making criteria to reallocate resources as priorities evolve.

• Oversee annual planning, quarterly forecasting, and continuous outlook processes.

• Define forecast inputs, assign ownership, set timelines, and establish accountability for maintaining forecast accuracy.

• Simplify unit economics for non-financial leaders, including metrics such as gross margin, model/inference costs, cost-to-serve, customer acquisition cost (CAC) payback, customer profitability, and net revenue retention (NRR) / gross revenue retention (GRR).

• Collaborate with GTM and Product teams on pricing and packaging strategies, including usage-based elements.

• Model alternatives, stress-test potential negative scenarios, and set economic boundaries.

• Influence the finance systems roadmap across customer relationship management (CRM), billing, enterprise resource planning (ERP), expense management, and reporting.

• Prioritize system needs, outline requirements, and drive implementation with Revenue Operations (RevOps), Data teams, and external partners.

• Ensure data integrity and accuracy in reporting.

• Collaborate with the VP of Finance and executive team on materials for the board and investors.

• Convert company performance, forecast changes, and strategic decisions into a coherent financial narrative.

• Build the capabilities, processes, and operational rhythm for a high-performing strategic finance function.

• Foster team development and establish accountability across planning, forecasting, analytics, and business partnerships.

⛳️ Requirements

• Minimum of 8 years of experience in Financial Planning & Analysis (FP&A), strategic finance, or business finance within the software sector.

• Experience in a growth-stage company where processes were not yet established.

• Proven experience in managing planning, forecasting, and business partnerships in a rapidly growing B2B software environment.

• Familiarity with usage-based, consumption-based, or hybrid pricing models, or experience facilitating the transition to such models.

• Proven track record of leading significant changes in finance systems or processes.

• Ability to transform operational data into an executive-level narrative.

• Experience presenting to senior leadership or boards and defending financial data under pressure.

• Strong understanding of SaaS and consumption metrics, including Annual Recurring Revenue (ARR), NRR, gross margin with variable Cost of Goods Sold (COGS), magic number, payback, and burn efficiency.

• Excellent financial modeling capabilities.

• Knowledge of CRM, billing, ERP, and reporting systems.

• Ability to oversee a systems project without requiring coding skills.

• Competence in providing and justifying recommendations to GTM leadership.

• Demonstrated high ownership and a humble approach regarding scope.

• Exposure to the legal tech sector or legal industry is a plus.

• Experience with enterprise procurement and security-intensive sales cycles is advantageous.

• Familiarity with audit readiness or pre-IPO processes is beneficial.

• Knowledge of AI infrastructure cost management is a plus.

• Must be legally authorized to work and reside in Canada or the United States at the time of application.

• Relocation or visa sponsorship support will not be provided.

🏝️ Benefits

• Company-sponsored group benefits for you and your family.

• $1,000 allocated for mental health support.

• Flexible working environment.

• Generous vacation policies.

• Holiday closure.

• Monthly paid meals.

• Annual wellness allowance.

• Parental leave top-ups.

• Competitive stock option grants.

• Inclusive and supportive candidate experience.

• Accommodations provided during the interview process.

• Equal treatment and opportunities in recruitment, selection, and employment.