Fractional Head of Finance

ABOUT the company

We're building the data infrastructure that makes AI agents trustworthy instead of error-prone. We provide continuously refreshed, verified B2B data and tools for humans and autonomous AI agents.

We've tripled growth while maintaining 100% gross dollar retention and staying cashflow positive. We power AI agents for Clay, Orbital, Dun & Bradstreet, and the next generation of AI GTM tools.

ABOUT THE ROLE

We're looking for a part-time (10-15 hours/week) fractional Head of Finance to own the entire finance function as we scale from $2.5M to $15M+ ARR.

Today, the CEO manages finance directly—closing books with our outsourced bookkeeping service, reconciling data across Stripe, HubSpot, and QuickBooks, building investor reports, and tracking SaaS metrics manually. That's not sustainable at our growth rate.

This person will be the strategic finance leader for the company. You'll direct our outsourced bookkeeping team (Pilot), partner with engineering on system integrations, build the reporting infrastructure investors and the board expect, and ensure our financial data is as trustworthy as the data we sell to customers.

This is not a pure bookkeeping role. We need someone who can close the books AND build a cohort-based revenue model. Someone who understands why NDR matters more than top-line growth and can explain our unit economics to a Tier 1 VC.

WHY WE'RE HIRING THIS ROLE

We have a complex revenue model—flat-rate data subscriptions, per-outcome verification credits, and hybrid contracts—flowing through Stripe, HubSpot, and QuickBooks with manual reconciliation in between.

We need someone who can make the financial plumbing work automatically so the CEO can focus on customers and product. We're heading toward a Series A raise and need investor-grade financials, metrics, and modeling ready before we walk into those rooms.

YOUR FIRST 60 DAYS

Your first priority is fixing the financial plumbing. Within 60 days, we expect the data pipeline between Stripe, HubSpot, and QuickBooks to be audited, mapped, and either automated or on a clear path to automation.

This means understanding every revenue stream—subscriptions, credits, hybrid contracts—and how each flows (or fails to flow) from billing to the general ledger. You'll partner with our developers on integration work and direct Pilot on proper GL coding. By day 60, the CEO should no longer be manually reconciling systems.

WHAT YOU'LL DO

• Fix the Financial Data Pipeline — Audit and rebuild how data flows between Stripe (billing, subscriptions, credits), HubSpot (deals, pipeline, lifecycle stages), and QuickBooks (GL, reporting). Map every revenue stream end-to-end. Identify where data breaks, where manual workarounds exist, and work with developers to automate. This is job one.

• Build Internal Dashboards & Reporting — Create a reporting layer the entire team can rely on. SaaS metrics (ARR, NDR, GDR, ACV, CAC payback, LTV:CAC, burn multiple, gross margin by product line, cohort retention), sales funnel analytics (pipeline velocity, conversion rates by stage, deal cycle time, win/loss analysis, rep-level performance), and PLG funnel metrics (self-serve signups, activation rates, free-to-paid conversion, credit usage patterns, expansion triggers). Replace manual spreadsheets with dashboards the CEO can check anytime.

• Own Funnel Analysis — We run both a sales-led motion (channel partnerships, direct enterprise) and a growing PLG motion (self-serve portal, freemium credits). You'll build the reporting to track both funnels independently and understand where they intersect—which PLG users convert to sales-assisted deals, what usage patterns predict expansion, and where leads drop off. This analysis directly informs hiring, product, and go-to-market decisions.

• Own the Monthly Close — Direct Pilot (outsourced bookkeeping) on GL coding, journal entries, and reconciliations. Ensure books close cleanly and on time every month.

• Solve Revenue Recognition — Navigate the complexity of ASC 606 across our mixed model—annual subscriptions on flat-rate data feeds, pay-as-you-go outcome credits, and hybrid contracts with both components. Build the framework so this doesn't require CEO involvement each month.

• Build Strategic Models — Create and maintain rolling cash flow forecasts, annual budgets, and scenario plans. When the CEO asks "what happens if we hire 3 engineers vs. 2 sales reps?"—you have the answer in minutes, not days.

• Prepare for Series A — Build and maintain the financial model and data room. Prepare quarterly investor updates and board materials. Be the person who can walk a VC through our cohort data, unit economics, and margin structure with confidence.

• Manage the Basics — Oversee accounts receivable, accounts payable, cash management, GAAP-compliant financial statements, and tax compliance.

WHO YOU ARE

• SaaS Finance Veteran — You've been the finance person (or one of the first) at a high-growth B2B SaaS or usage-based company. You know what a cohort report is, why it matters, and how to build one without being asked.

• Stripe-Native — You've worked hands-on with Stripe's billing infrastructure—not just invoicing, but products, pricing models, subscriptions, metered billing, and credit systems. You understand how Stripe data maps to accounting systems and where it breaks.

• Rev Rec Specialist — You've handled revenue recognition for mixed models (subscriptions + usage/outcome-based) and can navigate ASC 606 at our stage without overengineering it.

• Investor-Grade Thinker — You can build a financial model that holds up under VC scrutiny and explain unit economics clearly to sophisticated investors. You know what Bessemer, Sequoia, and a16z look for.

• Systems Builder — You're not content with manual reconciliation. You want to build the pipes so data flows cleanly and you can spend your time on analysis, not data entry.

• Startup Operator — You're comfortable with ambiguity, move fast, communicate directly, and don't need a big team to get things done. You know the difference between "good enough for now" and "needs to be right."

NICE TO HAVE

• Experience with Pilot or similar outsourced bookkeeping services

• HubSpot CRM experience (deals, pipeline reporting, revenue attribution)

• Background in B2B data, GTM tech, or infrastructure companies

• CPA or CFA designation

• Experience supporting a company through Series A fundraising and diligence

WHY the company

• High-impact ownership — You're not inheriting a finance team—you're building the function from scratch. Every process, report, and model you create will be foundational.

• Exceptional fundamentals — 99% data margins, breakeven cash flow, sub-1-month CAC payback, and a product that sells to competitors. The business is strong—your job is to instrument it.

• Inflection point — We're at the stage where the right finance leader materially accelerates the business—better data for fundraising, faster decisions on hiring, clearer visibility on what's working.

• Direct access — Report to the CEO and work directly with the founding team. No layers, no politics.