About this role
What you'll own
Master financial model
- Own ASAPP's master financial model, the single source for BoD, investor, financing, and operating scenarios.
- Rebuild it as a driver-based model connected to source systems (ERP, HubSpot, billing, product usage, and LLM and cloud cost data), with version control and a documented change history.
- Run pricing, hiring, capital, and model-cost scenarios live in the meetings where decisions are made.
- Model customer-level unit economics: cARR, gross margin after inference and cloud cost, and payback.
- Own the LLM, cloud, and hosting cost model with Engineering: monthly spend by vendor and environment, cost per conversation, and the gross margin effect of model and platform changes.
Annual planning and forecasting
- Run the AOP end to end: calendar, top-down targets, department budgets, headcount plan, and BoD approval.
- Move from a quarterly reforecast to a monthly, and ultimately continuously updated forecast driven by live bookings, usage, and spend data.
- Own budget vs. actual (BvA) reporting and variance commentary for the SVP Finance, executive team, and BoD.
- Run the monthly forecast update with each department head, and the headcount plan with HR.
- Support the company goals program (OKRs) with the leadership team.
Go-to-market partnership and planning
- Partner with the CRO and RevOps on the bookings plan, with new-logo bookings, expansion, and cARR tracked separately.
- Own AE capacity, ramp, quota, and territory models, sales compensation plan design and economics, and pipeline coverage targets.
- Support pricing and deal review with deal-level margin and payback analysis.
- Track GTM efficiency (CAC payback, AE productivity) and report variances to the CRO within the quarter.
- Own the compay weekly KPI and pipeline deck for leadership and automate it’s production.
BoD and investor reporting
- Support production of the quarterly BoD memo, deck, and board package with the SVP Finance and the leadership team, from the first-draft calendar through final review.
- Produce the monthly investor update and the weekly BoD metrics file.
- Support the SVP Finance on financings: model, data room, and diligence responses.
Procurement and vendor management
- Run ASAPP's procurement program: renewal calendar, price benchmarks, negotiation, and approval of new software and services spend. The program has saved $292K across 55 negotiations since Aug. 2024.
- Partner with department heads on tooling and vendor decisions, with an ROI estimate for each.
- Use agents for the repeatable steps: renewal alerts, price benchmarks, and first-draft negotiation emails.
Finance engineering: agents, skills, and systems
- Build and maintain a shared library of AI agents and skills used by FP&A, Accounting, RevOps, and the SVP Finance office. Examples: BvA and flux commentary drafts, BoD pack assembly, bookings-to-cARR bridges, the weekly KPI deck, the AWS and LLM cost report, the procurement renewal calendar, contract margin alerts, and AOP budget rollups.
- Manage each agent like production code: written spec, test cases against known answers, version control, documentation, and a named owner.
- Decide what to build, what to buy, and what to keep manual, with an ROI estimate for each decision.
- Spend ~30 - 40% of your time building: writing and shipping agents, skills, SQL, and scripts with tools such as Claude Code or Codex.
- Train finance and RevOps colleagues to use and extend the library.
Finance systems, data, and controls
- Own the planning tool, the finance data layer, and integrations across the ERP, HubSpot, billing, and the data warehouse.
- Publish one metric dictionary (cARR, bookings, gross margin, NRR, headcount) that every agent and report uses.
- Build controls into every automated output: traceability from each number to its source, review and approval gates, and audit-ready evidence. Coordinate with the Controller on SOX readiness.
- Partner with RevOps on HubSpot data quality for bookings, pipeline, and commission inputs.
Not in scope. Commission calculation and statements (RevOps and payroll), treasury and payment approvals (Controller), CRM administration (RevOps), and the company all-hands deck and insurance renewals (CEO office and Controller).
What you'd bring
- 10+ years in FP&A or strategic finance, including 4+ years leading FP&A at a B2B SaaS or AI company.
- Ownership of a company master model and an AOP through BoD approval.
- GTM planning experience: capacity, quota, sales compensation, and bookings and ARR forecasting, ideally with usage-based or hybrid pricing.
- Experience running vendor negotiations or a procurement program, with savings you can show.
- A portfolio of finance tools you built and shipped (agents, skills, automations, or data pipelines) that other people use every month. We will ask you to show them.
- Working fluency in SQL and in Python or an AI coding tool (Claude Code, Codex, Cursor). Comfort with APIs, ERP and CRM data models, and a data warehouse.
- The judgment to check agent output, catch errors, and stand behind every number in front of the BoD.
- Clear, concise writing and BoD-grade communication.
What we'd prefer
- Engineering, computer science, or data background.
- Experience modeling LLM inference and cloud cost.
- Series C+ experience.
- Experience with Sage Intacct, HubSpot or Salesforce, and a planning tool (Adaptive, Pigment, or Anaplan).
The actual salary may be different depending upon non-discriminatory factors such as qualifications, experience, and other factors permitted by law.