Director of Finance

Key Responsibilities

Financial Planning & Analysis (FP&A)
• Own company-wide budgeting, forecasting, and long-range planning.
• Develop and maintain monthly, quarterly, and annual financial models.
• Monitor cash flow, burn rate, runway, and liquidity planning.
• Produce management reporting packages, KPI dashboards, and board reporting materials.
• Analyze business performance, revenue trends, gross margins, and operational efficiency.
• Partner with department leaders on headcount planning and spending controls.
• Support fundraising activities, investor diligence, and strategic financial analysis.
Revenue & Business Model Management
• Maintain financial models supporting:
  • SaaS recurring revenue
  • Robotics-as-a-Service (RaaS) contracts
  • Capital equipment (CapEx) sales
  • Professional services and deployment revenue
  • Track ARR, MRR, bookings, backlog, renewals, churn, and customer profitability.
  • Ensure revenue recognition processes comply with applicable accounting standards.
  • Support pricing strategy, contract analysis, and customer profitability assessments.
  Accounting & Financial Operations
  • Oversee external accounting partners and audit activities.
  • Manage monthly close process and financial statement preparation.
  • Improve financial controls, reporting accuracy, and operational efficiency.
  • Maintain banking relationships, cash management, and treasury functions.
  • Support tax preparation and compliance activities.
  • Manage procurement approval workflows and expense controls.
  Human Resources Administration
  • Serve as the primary internal owner for HR operations until a dedicated HR function is established.
  • Coordinate payroll administration and employee benefits programs.
  • Manage onboarding and offboarding processes.
  • Support recruiting operations and offer administration.
  • Maintain employee records and HR compliance requirements.
  • Partner with leadership on compensation planning, organizational structure, and workforce planning.
  • Coordinate performance review and employee development processes.
  Business Operations
  • Improve operational processes across Finance, HR, Sales Operations, and Customer Success.
  • Support contract administration, renewals, and revenue collection activities.
  • Develop systems and reporting infrastructure that enable scalable growth.
  • Partner with Sales and Operations leadership to improve forecasting accuracy and business visibility.

Qualifications

Required
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 8+ years of progressive finance experience.
• 3+ years in a leadership role within a high-growth technology company.
• Strong FP&A experience, including budgeting, forecasting, and financial modeling.
• Experience supporting board reporting and executive leadership teams.
• Advanced Excel and financial modeling skills.
• Strong understanding of SaaS metrics and recurring revenue businesses.
• Experience in robotics, automation, industrial technology, or enterprise software.
• Knowledge of SaaS, Robotics-as-a-Service (RaaS), and capital equipment (CapEx) business models.
• US Citizen or GC holder - no H1B visa 
Preferred
• Startup experience from Series A through growth-stage companies.
• Familiarity with ERP, CRM, and financial planning systems.
• CPA, MBA, or equivalent financial qualification.