Head of Finance

RJR Partners; San Francisco (CA); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading financial services firm in San Francisco is seeking a Head of Finance to be the senior finance partner and support the CEO. This hands-on role requires 5–8+ years of FP&A experience, particularly in SaaS and VC-backed startups. Responsibilities include financial planning, budgeting, and operational insights. The ideal candidate will work hybrid in the office and must be comfortable presenting to executives. This position offers an exciting opportunity for growth in a dynamic environment.

Qualifications

• 5–8+ years of experience in finance, with a strong FP&A background.
• Strong understanding of SaaS operating models.
• Prior experience as a #2 finance leader.

Responsibilities

• Own company-wide financial planning, forecasting, and budgeting.
• Partner closely with CEO and Board for forecasts and spend plans.
• Build and maintain operating models connecting revenue and capacity planning.

Skills

Financial planning

Forecasting

Budgeting

SaaS operating models

Forecasting and analytical skills

Tools

QuickBooks

HubSpot

Job description

The Opportunity

The Head of Finance (title flexible) role will serve as the company’s senior finance partner and second-in-command to the CEO on all things financial. This is a hands-on, FP&A-forward role ideal for a high-potential finance leader stepping into their first top finance seat.

What You’ll Do

• Own company-wide financial planning, forecasting, and budgeting, including cash runway management following the recent fundraise.
• Partner closely with the CEO and Board to deliver clear, credible forecasts, pipeline visibility, and spend plans.
• Build and maintain operating models that connect revenue, pipeline, capacity planning, and spend.
• Support GTM leadership by helping quantify ROI, pricing decisions, customer value, and resource allocation.
• Translate financial data into insights that help customers understand the value of their investment.
• Manage relationships with external partners including PwC, outsourced bookkeeping/controller support, and investors.
• Improve financial systems, reporting, and cadence using existing tools (QuickBooks, HubSpot), with an eye toward scalability.
• Support future fundraising efforts, including data room preparation, modeling, and investor materials.
• Act as a trusted, cross-functional partner willing to lean into operational questions as the business scales.

What We’re Looking For

• Willing to work in the San Francisco office 2–3 days per week.
• 5–8+ years of experience in finance, with a strong FP&A background.
• Strong understanding of SaaS operating models.
• Experience in VC-backed startups or high-growth technology companies.
• Prior experience as a #2 finance leader (e.g., Director of FP&A, Finance Lead) ready to step into a Head of Finance role.
• Strong forecasting, modeling, and analytical skills; comfort presenting to executives and boards.
• Experience working closely with Sales, Marketing, and GTM teams on forecasting and commercial scaling.
• Familiarity managing outsourced accounting and audit relationships.
• Comfortable operating in ambiguity and building structure where none previously existed.
• Experience supporting fundraising or investor relations is a plus