财务主管
Fractional Head of Finance
### 关于RevenueBase
我们正在构建让AI代理值得信赖而非容易出错的数据基础设施。我们提供持续更新、经过验证的B2B数据和工具,供人类和自主AI代理使用。
我们在保持**100%毛收入留存率**的同时实现了**三倍增长**,并始终保持**现金流为正**。我们为Clay、Orbital、Dun & Bradstreet以及下一代AI GTM工具提供AI代理支持。
### 关于该职位
我们正在寻找一位兼职(每周10-15小时)的财务负责人,随着公司从250万美元ARR增长到1500万美元以上,负责整个财务职能。
目前,CEO直接管理财务——通过外包记账服务结账,对齐Stripe、HubSpot和QuickBooks中的数据,制作投资者报告,并手动跟踪SaaS指标。在我们高速成长的情况下,这种做法不可持续。
此人将成为公司的**战略财务领导者**。你将指导外包记账团队(Pilot),与工程团队合作进行系统集成,建立投资者和董事会期望的报告体系,并确保我们的财务数据像我们卖给客户的数据一样可靠。
**这不是一个纯粹的记账岗位。** 我们需要一个既能结账又能建立基于群体的收入模型的人。需要理解为什么NDR比总收入增长更重要,并能向顶级风投解释我们的单位经济。
### 为何招聘该职位
我们的收入模型复杂——包括固定费率数据订阅、按结果验证积分以及混合合同,这些通过Stripe、HubSpot和QuickBooks流动,中间有手动对账。
我们需要有人能让财务流程自动化,这样CEO就可以专注于客户和产品。我们即将进行A轮融资,需要在进入融资会议前准备好投资级别的财务数据、指标和模型。
### 你的前60天
你的首要任务是修复财务流程。在60天内,我们期望Stripe、HubSpot和QuickBooks之间的数据管道被审计、映射,并实现自动化或明确的自动化路径。
这意味着了解每条收入流——订阅、积分、混合合同——以及每条收入如何(或未能)从计费流向总账。你将与我们的开发人员合作进行集成工作,并指导Pilot正确进行总账编码。到第60天时,CEO不应再手动对账系统。
### 你会做什么
- **财务规划与分析**
- **建立自动化财务流程**
- **与工程团队合作进行系统集成**
- **与外包记账团队协作,确保准确的总账编码**
- **准备投资者报告和董事会材料**
- **设计和实施收入模型,包括NDR和单位经济分析**
查看英文原文
### About RevenueBase
We're building the data infrastructure that makes AI agents trustworthy instead of error-prone. We provide continuously refreshed, verified B2B data and tools for humans and autonomous AI agents.
We've **tripled growth** while maintaining **100% gross dollar retention** and staying **cashflow positive**. We power AI agents for Clay, Orbital, Dun & Bradstreet, and the next generation of AI GTM tools.
### About the Role
We're looking for a part-time (10-15 hours/week) fractional Head of Finance to own the entire finance function as we scale from $2.5M to $15M+ ARR.
Today, the CEO manages finance directly—closing books with our outsourced bookkeeping service, reconciling data across Stripe, HubSpot, and QuickBooks, building investor reports, and tracking SaaS metrics manually. That's not sustainable at our growth rate.
This person will be the **strategic finance leader** for the company. You'll direct our outsourced bookkeeping team (Pilot), partner with engineering on system integrations, build the reporting infrastructure investors and the board expect, and ensure our financial data is as trustworthy as the data we sell to customers.
**This is not a pure bookkeeping role.** We need someone who can close the books AND build a cohort-based revenue model. Someone who understands why NDR matters more than top-line growth and can explain our unit economics to a Tier 1 VC.
### Why We're Hiring This Role
We have a complex revenue model—flat-rate data subscriptions, per-outcome verification credits, and hybrid contracts—flowing through Stripe, HubSpot, and QuickBooks with manual reconciliation in between.
We need someone who can make the financial plumbing work automatically so the CEO can focus on customers and product. We're heading toward a Series A raise and need investor-grade financials, metrics, and modeling ready before we walk into those rooms.
### Your First 60 Days
Your first priority is fixing the financial plumbing. Within 60 days, we expect the data pipeline between Stripe, HubSpot, and QuickBooks to be audited, mapped, and either automated or on a clear path to automation.
This means understanding every revenue stream—subscriptions, credits, hybrid contracts—and how each flows (or fails to flow) from billing to the general ledger. You'll partner with our developers on integration work and direct Pilot on proper GL coding. By day 60, the CEO should no longer be manually reconciling systems.
### What You'll Do
- **Fix the Financial Data Pipeline** — Audit and rebuild how data flows between Stripe (billing, subscriptions, credits), HubSpot (deals, pipeline, lifecycle stages), and QuickBooks (GL, reporting). Map every revenue stream end-to-end. Identify where data breaks, where manual workarounds exist, and work with developers to automate. This is job one.
- **Build Internal Dashboards & Reporting** — Create a reporting layer the entire team can rely on. SaaS metrics (ARR, NDR, GDR, ACV, CAC payback, LTV:CAC, burn multiple, gross margin by product line, cohort retention), sales funnel analytics (pipeline velocity, conversion rates by stage, deal cycle time, win/loss analysis, rep-level performance), and PLG funnel metrics (self-serve signups, activation rates, free-to-paid conversion, credit usage patterns, expansion triggers). Replace manual spreadsheets with dashboards the CEO can check anytime.
- **Own Funnel Analysis** — We run both a sales-led motion (channel partnerships, direct enterprise) and a growing PLG motion (self-serve portal, freemium credits). You'll build the reporting to track both funnels independently and understand where they intersect—which PLG users convert to sales-assisted deals, what usage patterns predict expansion, and where leads drop off. This analysis directly informs hiring, product, and go-to-market decisions.
- **Own the Monthly Close** — Direct Pilot (outsourced bookkeeping) on GL coding, journal entries, and reconciliations. Ensure books close cleanly and on time every month.
- **Solve Revenue Recognition** — Navigate the complexity of ASC 606 across our mixed model—annual subscriptions on flat-rate data feeds, pay-as-you-go outcome credits, and hybrid contracts with both components. Build the framework so this doesn't require CEO involvement each month.
- **Build Strategic Models** — Create and maintain rolling cash flow forecasts, annual budgets, and scenario plans. When the CEO asks "what happens if we hire 3 engineers vs. 2 sales reps?"—you have the answer in minutes, not days.
- **Prepare for Series A** — Build and maintain the financial model and data room. Prepare quarterly investor updates and board materials. Be the person who can walk a VC through our cohort data, unit economics, and margin structure with confidence.
- **Manage the Basics** — Oversee accounts receivable, accounts payable, cash management, GAAP-compliant financial statements, and tax compliance.
### Who You Are
- **SaaS Finance Veteran** — You've been the finance person (or one of the first) at a high-growth B2B SaaS or usage-based company. You know what a cohort report is, why it matters, and how to build one without being asked.
- **Stripe-Native** — You've worked hands-on with Stripe's billing infrastructure—not just invoicing, but products, pricing models, subscriptions, metered billing, and credit systems. You understand how Stripe data maps to accounting systems and where it breaks.
- **Rev Rec Specialist** — You've handled revenue recognition for mixed models (subscriptions + usage/outcome-based) and can navigate ASC 606 at our stage without overengineering it.
- **Investor-Grade Thinker** — You can build a financial model that holds up under VC scrutiny and explain unit economics clearly to sophisticated investors. You know what Bessemer, Sequoia, and a16z look for.
- **Systems Builder** — You're not content with manual reconciliation. You want to build the pipes so data flows cleanly and you can spend your time on analysis, not data entry.
- **Startup Operator** — You're comfortable with ambiguity, move fast, communicate directly, and don't need a big team to get things done. You know the difference between "good enough for now" and "needs to be right."
### Nice to Have
- Experience with Pilot or similar outsourced bookkeeping services
- HubSpot CRM experience (deals, pipeline reporting, revenue attribution)
- Background in B2B data, GTM tech, or infrastructure companies
- CPA or CFA designation
- Experience supporting a company through Series A fundraising and diligence
### Why RevenueBase
- **High-impact ownership** — You're not inheriting a finance team—you're building the function from scratch. Every process, report, and model you create will be foundational.
- **Exceptional fundamentals** — 99% data margins, breakeven cash flow, sub-1-month CAC payback, and a product that sells to competitors. The business is strong—your job is to instrument it.
- **Inflection point** — We're at the stage where the right finance leader materially accelerates the business—better data for fundraising, faster decisions on hiring, clearer visibility on what's working.
- **Direct access** — Report to the CEO and work directly with the founding team. No layers, no politics.