About the Position:
Bluefish is looking for a Head of Finance / Director of Finance to help scale our finance function as we grow through our next stage of expansion. This person will own FP&A and strategic finance while also overseeing core accounting and controllership functions to ensure the company has strong financial discipline, clean reporting, and scalable processes.
This is a high-impact role for someone who can operate as both a strategic partner to the business and a hands-on leader who can drive accuracy, controls, and rigor across the finance and accounting function.
What You’ll Do
Finance leadership + business partnership (FP&A)
- Own the company’s budgeting, forecasting, and long-range planning processes (monthly/quarterly/annual)
- Build and maintain the core SaaS financial model and operating metrics (ARR, NRR, GRR, CAC, LTV, payback, churn)
- Partner with GTM leadership and Revenue Operations to forecast bookings, pipeline health, and capacity planning
- Partner with Product/Engineering on headcount planning, spend forecasting, and ROI analysis
- Drive monthly variance analysis and executive-level narrative on performance and key drivers
- Own executive dashboards and Board reporting materials
Accounting oversight + controllership responsibilities
- Oversee the monthly, quarterly, and annual close process to ensure accuracy, timeliness, and quality
- Manage internal accounting resources and external accounting firms
- Maintain strong financial controls, approvals, and audit-ready processes as the company scales
- Ensure compliance and correct treatment for:
- Revenue recognition (ASC 606)
- Deferred revenue and billing operations
- Accruals and prepaid expenses
- Compensation expense and equity accounting coordination
- Expense classification and department-level reporting
- Manage key accounting workflows including:
- Accounts payable and vendor management
- Payroll coordination and reconciliations
- Bank and balance sheet reconciliations
- General ledger integrity and chart of accounts evolution
- Own preparation and support for annual audits, tax filings, and other compliance needs (in partnership with external providers)
- Implement and improve core systems and workflows (NetSuite/QBO, Rillet, Ramp, etc.)
Finance operations + scaling
- Build scalable processes for spend management, cash management, procurement, and budgeting discipline across the org
- Improve tools and reporting systems to support real-time visibility into performance
- Support hiring and development of the finance team over time
Strategic initiatives
- Lead fundraising support including investor reporting and diligence requests
- Partner on pricing, packaging, and unit economics improvement initiatives
- Evaluate strategic opportunities including vendor negotiations and operational efficiency initiatives
What We’re Looking For
- 8–12+ years of experience across finance, FP&A, and accounting; startup experience is
- Prior experience supporting board reporting processes
- Direct experience with investor diligence, data room preparation, and financial modeling for institutional investors
- Track record of scaling a finance organization from post-Series B maturity to the next stage of growth, including building out team, systems, and process rigor as headcount and complexity increase
- Experience owning or overseeing accounting close cycles and controllership responsibilities
- Strong understanding of SaaS financials and metrics; familiarity with ASC 606
- Proven ability to build and improve finance processes and internal controls
- Strong analytical and modeling skills, with the ability to translate data into business decisions
- Comfort operating in a fast-paced, ambiguous environment with high ownership
- Advanced Excel / Google Sheets skills; experience with finance systems and tooling
Nice to Have
- Experience implementing or scaling accounting and finance tooling
- People management experience or desire to build/manage a team
- Experience supporting international operations, including foreign subsidiaries, cross-border tax considerations, and intercompany transactions (e.g., transfer pricing, cost allocations)
About Bluefish:
Bluefish is the enterprise marketing engine for AI. As consumers increasingly use AI tools to discover and purchase products online, the traditional customer journey is collapsing into a single AI answer. With over a billion people leveraging AI platforms, Bluefish is built to empower Fortune 500 marketers with control over this critical new channel.
Joining the Bluefish team means working alongside a tight-knit group of martech industry veterans who previously helped build foundational ad-tech platforms now owned by Meta and Microsoft. We're building the next evolution in enterprise marketing and doing so with vision and grit at the core of how we work. The company is backed by leading investors, including NEA, Crane Ventures, Salesforce Ventures, Swift Ventures, BloombergBeta, Firebolt Ventures, and Laconia Capital.
We are a globally distributed team, with business operations based in New York City and engineering based in Europe.
Why Bluefish & Our Values:
- Unique opportunity to join on the ground floor of a fast-moving startup building at the center of AI
- Tackle challenging and abstract problems while disrupting the $300BN legacy mar-tech industry
- Join an experienced high-performing team where you will have immediate ownership and impact
- Experience a true meritocracy with significant career growth upside as the business scales
Our Values:
- Demonstrated grit and resourcefulness. You find creative solutions, adapt quickly, and aren’t afraid to roll up your sleeves in a fast-paced, evolving environment.
- Thoughtful and strategic thinker with the ability to anticipate needs, ask the right questions, and deliver insights that truly drive value.
- Proven ability to collaborate across functions and roles, fostering open communication and shared ownership of outcomes.
- Commitment to craftsmanship—you take pride in delivering high-quality work, paying attention to the small details while keeping the big picture in mind.
- Self-starter with a proactive mindset and a strong sense of accountability—able to drive projects forward independently while staying aligned with team goals.
- Comfortable navigating ambiguity and learning new tools, processes, or technologies to get the job done.