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About the Role
You will be the first dedicated internal finance hire, responsible for Financial Planning & Analysis (FP&A) and strategic finance. You will manage the relationship with an external bookkeeping partner, focusing on analysis, planning, and guiding decisions. You will act as a finance advisor to the co-founders, translating data into actionable insights, forecasting departmental performance, shaping service pricing, and optimizing Customer Acquisition Cost (CAC) to support sustainable business growth. This is a builder role where you will establish the finance function, tools, and processes from the ground up.
Responsibilities
- Build, maintain, and iterate on rolling financial models, capacity plans, and multi-year growth forecasts at company and department levels.
- Serve as the primary internal owner of the outsourced bookkeeping partner, ensuring timely month-end closes, clean books, and reliable data.
- Act as the finance advisor to co-founders, proactively identifying financial implications and providing data-backed recommendations on risk, investment, cash flow, and runway.
- Analyze costs across all departments, partnering with operations and department leaders to optimize billable utilization, labor cost allocation, and operational efficiency.
- Review and provide feedback on client contract pricing to ensure competitiveness, value reflection, and support for sustainable growth.
- Conduct deep dives into the financials of best-in-class managed service providers and high-growth services firms to benchmark performance and identify areas for improvement.
- Track, interpret, and optimize key unit economics including CAC efficiency, LTV:CAC ratios, and payback periods.
- Assess the current finance technology stack, recommend improvements, and prioritize tools for software license tracking, SKU management, and invoicing automation.
- Prepare clear, concise monthly performance reports, variance analyses, and strategic materials for leadership and investors.
- Take ownership of monthly client invoicing, implementing tools and workflows to reduce manual effort and errors.
Requirements
- Advanced financial modeling in Excel and Google Sheets.
- Hands-on experience with QuickBooks or a comparable accounting platform.
- Comfort working with CRM data (HubSpot preferred) to connect pipeline and revenue.
- Experience evaluating or implementing billing, invoicing, or FP&A software.
- Curiosity about AI tools in finance workflows.
- 6+ years of progressive experience in Strategic Finance, FP&A, Corporate Development, or Investment Banking.
- Experience in SaaS or high-growth professional or tech services.
- Ability to build dynamic, clean, forward-looking models from scratch in Excel or modern FP&A tooling.
- Understanding of how operational decisions affect the P&L and margins.
- Ability to translate complex finance into clear recommendations for non-finance leaders.
- Experience building structure and performing hands-on work like invoicing.
- A track record of selecting and implementing finance tools.
- Exposure to the financials of managed services, IT services, or other technology-enabled services businesses.
- Experience owning or overseeing billing and invoicing, especially recurring or SKU-based billing.
- Working knowledge of payroll processes to support People Ops.
- Hands-on use of AI tools in finance.
Skills
- Financial Modeling
- Excel
- Google Sheets
- QuickBooks
- CRM Data Analysis
- HubSpot
- Billing Software
- Invoicing Software
- FP&A Software
- AI Tools in Finance
- Strategic Finance
- FP&A
- Corporate Development
- Investment Banking
- SaaS Financials
- High-Growth Company Scaling
- Business Acumen
- Executive Presence
- Builder Mindset
- Managed Services Financials
- IT Services Financials
- Technology-Enabled Services Financials
- Recurring Billing
- SKU-Based Billing
- Payroll Processes
Location
- San Francisco, CA
- New York City, NY
Work Type
- Onsite (4 days/week)
Experience Level
- 6+ years of progressive experience
Education Level
- Bachelor's degree in Finance, Accounting, Economics or a related field, or equivalent experience.
- CPA
- CFA
- MBA
Salary/Compensations
- $150,000 to $180,000
Benefits
- 100% covered health, dental and vision insurance for employee, 50% for dependents
- Paid Parental Leave
- HSA/FSA eligibility
- 401(k) + 4% company matching
- Annual Bonus Program
- Flexible Time Off
- Flexible certification and learning stipends and reimbursements
- Biannual company retreats
- Social events
- Wellbeing events and programs
- Home internet and mobile reimbursement
- Monthly meal stipend
- Commuter benefits
- Onsite meals and snacks
- Dog-friendly office
About the Company
- Network Right is dedicated to creating a human-centric, innovative, next-generation IT world.
- The company disrupts the IT service industry by providing custom solutions tailored to each client.
- Network Right bridges the gap between IT and people, offering unique support for growing businesses and simplifying employee lives through technology.
Equal Opportunity
- Applicants must be authorized to work in the United States without sponsorship now and in the future.