The Role
Reporting directly to the CEO, you will own the finance function and be a member of the executive team. You’ll set strategy for planning, reporting, and the finance systems stack, and you'll also run the monthly close cycle yourself, supported by an outsourced accounting firm and modern tooling (Ramp, QBO, Stripe, Tabs, Avalara).
The right candidate is a full-stack SaaS finance operator: fluent in FP&A and SaaS metrics, comfortable reviewing accounting work, and genuinely hands-on with systems and data.
Core Responsibilities
Financial close and reporting
- Run the monthly finance close: revenue recognition, cash forecasting, and budget vs. actual, reconciled across all work streams
- Review the accounting close executed by our outsourced accounting partner, and manage that relationship
- Produce monthly financial reporting packages for the board and external parties
- Own payroll including commission and monthly variable compensation administration
Planning and board reporting
- Serve as a strategic partner to the CEO and the rest of the executive team to plan and evaluate operational investments
- Own the annual operating model and budget, including all planning assumptions (churn, rep productivity, marketing efficiency, COGS)
- Build and deliver the financial section of the quarterly board deck and monthly business reviews
Treasury, tax, and compliance
- Oversee cash out: AP and corporate card administration (Ramp), expense policy, payroll approval support, and operating account monitoring
- Own sales tax compliance across jurisdictions filing calendar, nexus configuration, and return review
- Serve as internal point of contact for income tax (outside CPA firm), state registrations (CSC), annual audit support, 1099s, and insurance renewals
Finance systems and AI stack
- Own the finance data stack: daily automated reporting on churn, cash, billings, and expenses, pulling from Stripe, Ramp, and BigQuery
- Maintain and extend our finance AI system - agents and a metric catalog built on top of our finance systems
What We're Looking For
- 8-12 years of progressive finance experience, including a senior FP&A or finance leadership role at a B2B SaaS company
- Deep fluency in SaaS metrics and recurring revenue mechanics: ARR, cohort-based churn, NRR, CAC efficiency, rev rec for subscription businesses
- Strong accounting literacy - able to review an outsourced close, own rev rec methodology, and support an annual audit without a controller on staff
- Experience producing lender and/or board-grade reporting packages on fixed monthly deadlines
- Systems-native: hands-on with tools like Stripe, Ramp, Avalara, and modern billing platforms
- Enthusiasm for building an AI-first finance org; we run daily automated reporting and finance agents, and expect this leader to extend that stack, not retire it
- Comfortable as the sole senior finance person: high ownership, low ego, strong judgment on when to build vs. buy vs. outsource
- Based in Austin, TX or willing to relocate
- Deep fluency in SaaS metrics and recurring revenue mechanics: ARR, cohort-based churn, NRR, CAC efficiency, rev rec for subscription businesses
- Strong accounting literacy - able to review an outsourced close, own rev rec methodology, and support an annual audit without a controller on staff
- Experience producing lender and/or board-grade reporting packages on fixed monthly deadlines
- Systems-native: hands-on with tools like Stripe, Ramp, Avalara, and modern billing platforms
- Enthusiasm for building an AI-first finance org; we run daily automated reporting and finance agents, and expect this leader to extend that stack, not retire it
- Comfortable as the sole senior finance person: high ownership, low ego, strong judgment on when to build vs. buy vs. outsource
- Based in Austin, TX or willing to relocate
Nice to Have
- Prior experience at a PE- or venture-backed SMB SaaS company
- Experience managing outsourced accounting relationships
- Exposure to usage- or job-data-driven products and BI tooling
- Previous experience supporting or leading venture financing processes
First 90 Days
- Take ownership of the monthly close cycle, commissions, and external reporting packages (lender and partner deliverables)
- Absorb and document the operating model: assumptions vs. calculated outputs, tie-outs to actuals, refresh cadence
- Assume administration of the finance systems stack and re-platform individual-owned tooling onto company-controlled infrastructure
- Lead the 2027 annual planning process starting in October
Why This Role
You'll have full ownership of the finance function at a company with real revenue, real board and lender relationships, a spot on the exec team with room to grow, no bureaucracy, and a mandate to build the AI-native finance function most companies are still talking about.
Why Join RealWork?
- Startup environment within a stable, industry-leading company
- Competitive salary, bonus structure & equity
- Excellent Health, Dental, Vision and Parental Benefits
- Regular team outings & events
- Flexible PTO
- 401(k)
RealWork is an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local, state, and federal law or ordinance.