AI Finance Operations Manager

Tread; San Francisco (CA); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Equity

Health insurance

Remote/hybrid setup

Job summary

Tread is hiring a Strategic Finance/FP&A and Revenue Ops leader in San Francisco to own the operating model, budget, forecast, and unit economics for a fast-growing AI-native logistics platform.

You will build the financial engine, dashboards, and investor materials, partnering with the CEO to accelerate fundraising and scale operations with AI-driven processes.

Qualifications

• 2–5 years in investment banking, growth equity, private equity, or a top-tier strategic finance / corporate development seat.
• Elite financial modeling and analytical chops - three-statement model and operating model from scratch.
• Commercial instinct on top of financial rigor to understand why the business wins.
• AI-native mindset with ability to build an AI-first finance function.
• Extreme ownership and comfort with ambiguity in an unstructured environment.
• Clear, executive-level communicator capable of engaging founders, boards, and customers' controllers.

Responsibilities

• Own the operating model, budget, and rolling forecast as the source of truth.
• Own ARR, NRR, CAC, payback, gross margin, and burn metrics; identify levers.
• Turn ambiguous questions into quantified recommendations for leadership.
• Build board materials, data room, and investor reporting; defend numbers.
• Partner with CEO on fundraising, diligence, and financial engine room.

Skills

Investment banking / growth equity /PE

Elite financial modeling

Commercial instincts

AI-native finance

Ownership & ambiguity tolerance

Executive communication

Hands-on attitude

Tools

SQL

Spreadsheets-as-code

Zapier

Make

n8n

Job description

About Tread

Tread is an AI-native vertical SaaS platform transforming construction materials logistics—a massive, essential industry that moves the aggregate, asphalt, and concrete behind every road, bridge, and building. In July 2026, we crossed $2Bn in monthly delivered load value on the platform, and we're at ~$XM+ ARR and growing fast.

Our AI-powered platform serves Haulers, Producers, and Contractors—optimizing truck routing, loaded-mile delivery, and project planning while delivering exceptional customer service through personalized AI agents.

We're a Series A company backed by Mucker Capital, and we're building the team that will take us from $XM to $XXM+ ARR.

Why This Role Exists

Tread has built a powerful company brain that is available for our internal team to power decision making and context setting, that helped power us to $XM in ARR. This is a unique and powerful asset that we believe can help us build a lean and incredibly fast AI driven finance operations practice. We believe that in extending our existing AI powered workflows, Tread can continue to scale revenue efficiently without a traditional Finance function. To get to $XXM+ and beyond, we need a dedicated AI-pilled finance professional who owns the entire revenue dollar journey from forecasting, modeling, biz-ops, and some business development. This individual will build the function, extend the agents in place, and create the playbooks that help accelerate our journey to revenue growth and profitability.

We're deliberately looking for someone from an investment banking or growth equity / private equity background who wants to stop advising from the outside and start operating from the inside. You already know how to model a business, pressure-test unit economics, and tell a crisp story to investors. Here you'll do all of that for a company whose numbers you actually own, sitting next to the founders as decisions get made.

What You'll Own

Strategic Finance & FP&A

• Own the model. Build and maintain the company's operating model, budget, and rolling forecast - and make it the source of truth leadership runs the business on.

• Unit economics. Own the metrics that matter for a vertical SaaS + usage business: ARR, net revenue retention, CAC, payback, gross margin, magic number, and burn multiple. Identify where the economics break and which levers matter most.

• Decision support. Turn ambiguous questions - pricing changes, new segments, hiring plans, go/no-go on a big deal - into clear, quantified recommendations the team can act on.

Fundraising & Investor / Board

• Board & investor materials. Build the board deck, the data room, and the reporting package. Own the numbers investors see and be able to defend every one of them.

• Fundraising support. Partner with the CEO to run the next raise - model, narrative, diligence, and the financial engine room that keeps a process moving fast.

• Cash & capital. Own cash-flow forecasting, runway, and scenario planning. Nobody at Tread should be surprised by the cash position.

Business & Revenue Operations

• Revenue operations. Connect the quote-to-cash workflow - from deal to invoice to collections - and make sure ARR is live, reconciled, and trustworthy.

• Operating cadence. Run the rhythms that keep a scaling company aligned: KPI dashboards, weekly business reviews, and the metrics definitions everyone agrees on.

• Cross-functional leverage. Partner with GTM on comp plans and pipeline math, and with product/ops on the cost and margin side of how we deliver.

AI-Native Systems & Automation

• Automate first, hire second. Design the finance and ops stack to run lean. Use AI tools - Claude, ChatGPT, and the modern automation layer - to handle reconciliations, variance narratives, data cleanup, reporting, and the busywork that eats an analyst's week.

• Build the systems. Own the tooling - billing, ERP/accounting, CRM integrations, dashboards - and wire them together so data flows without manual handoffs.

• Set the standard. Establish how a modern, AI-first finance and ops function operates at Tread, and write the playbook for it.

Who We're Looking For

We're looking for someone who is action oriented and high agency, and skilled in corporate finance and modeling. Specifically:

• 2–5 years in investment banking, growth equity, private equity, or a top-tier strategic finance / corporate development seat.

• Elite financial modeling and analytical chops - you can build a three-statement model and an operating model from a blank sheet and defend every assumption.

• Commercial instinct on top of financial rigor - you want to understand why the business wins.

• AI-native. You already lean on AI tools to work faster, and you want to build a finance function around them. Comfort with AI is not optional here.

• Extreme ownership and comfort with ambiguity. There's no org chart or process here yet - you'll build both.

• Clear, executive-level communicator who can move between a founder, a board member, and a customer's controller in the same afternoon.

• No task is beneath you, and you'd rather ship the answer than hand off a recommendation.

Nice to Have

• Exposure to SaaS or usage-based business models and the metrics that go with them.

• Some accounting fluency (close, revenue recognition) or willingness to get fluent fast.

• Light technical skills - SQL, spreadsheets-as-code, or hands-on with automation tools (Zapier / Make / n8n).

• Interest in logistics, construction tech, or hard-industry software.

Why This Role Is Rare

• You own the whole thing. The model, the board materials, the cash, the systems - the full scope a banker or investor usually only sees from across the table.

• Direct line to the CEO and the cap table. You'll sit in the room where decisions get made and help make them, from day one.

• A real launchpad. This is the seat that becomes Head of Finance, VP Finance, or Head of BizOps as Tread scales.

• Build the AI-native version. Most finance functions are being retrofitted for AI. You get to build one that's AI-native from day one.

• Real company, real numbers. Series A, real revenue, real enterprise customers, in a giant market that's barely been digitized.

What Success Looks Like (First 12 Months)

• Leadership runs the business off your operating model, and the board trusts your numbers.

• Monthly close is fast, clean, and largely automated. Cash and runway are never a surprise.

• Unit economics are defined, instrumented, and understood across the team, and you've flagged the levers that matter most.

• The next fundraise (when we run it) has a finance engine room that makes diligence move fast.

• The finance & ops stack runs lean and AI-native, doing the work of a much larger team.

Compensation & Benefits

Competitive salary plus meaningful early-stage equity - this is a foundational hire and the equity matches it. Full health coverage and a flexible remote/hybrid setup.

Tread is an equal-opportunity employer. We hire for talent and drive, and we welcome applicants from every background.