About the Role

At Avoma, we believe building an exceptional company requires strong financial discipline, smart capital allocation, and data-driven decision-making.

We're looking for a Head of Finance to own our financial operations, planning, forecasting, and strategic finance as we scale.

This is a hands-on leadership role reporting directly to the CEO. You'll work closely with founders and functional leaders to build financial visibility, improve operating efficiency, and guide decisions around growth, investments, and profitability.

We're not looking for someone who simply manages accountants or prepares financial reports. We want a strategic finance leader who is equally comfortable building financial models, analyzing SaaS metrics, managing financial operations, and translating numbers into actionable business decisions.

About Avoma

Avoma is an AI-powered meeting assistant and conversation and revenue intelligence platform built for customer-facing teams. We automatically capture, summarize, and analyze conversations to unlock insights that drive better decisions, faster execution, and stronger customer relationships.

We're a venture-backed, fast-growing startup with 1,200+ paying customers, building at the intersection of AI, productivity, and revenue intelligence.

What You'll Own (Outcomes & Impact)

1. Financial Planning & Strategic Finance

• Own financial planning, annual budgets, rolling forecasts, and long-range financial models.

• Partner with the CEO and functional leaders on growth investments, headcount planning, and capital allocation.

• Build financial models and scenario analyses to support strategic decisions.

• Analyze budget versus actual performance, identify variances, and recommend corrective actions.

• Provide clear financial insights and recommendations that help leadership make better decisions.

2. SaaS Metrics & Business Performance

• Own reporting and analysis of ARR, NRR, churn, CAC, LTV, CAC payback, gross margin, and burn multiple.

• Build visibility into revenue growth, retention, customer economics, and operating efficiency.

• Partner with Revenue Operations on bookings, billing, revenue recognition, and forecasting.

• Analyze Sales and Marketing efficiency, customer profitability, and investment ROI.

• Develop dashboards and reporting that help leadership understand business performance and growth drivers.

3. Accounting & Financial Operations

• Oversee accounting, bookkeeping, AP/AR, payroll, expense management, and financial controls.

• Own monthly and quarterly financial close, reconciliations, and consolidated reporting.

• Ensure accurate SaaS revenue recognition and financial statements.

• Manage external accountants, auditors, tax advisors, and finance partners.

• Oversee US and India financial operations, including intercompany accounting, tax compliance, and statutory requirements.

4. Cash Management & Capital Efficiency

• Own cash flow forecasting, burn rate, runway, and capital planning.

• Manage banking relationships, treasury operations, and cross-border cash management.

• Identify opportunities to optimize spending, improve margins, and extend runway.

• Establish financial controls and spending accountability across departments.

• Evaluate major business investments based on expected financial returns.

5. Board Reporting & Fundraising

• Prepare financial reports, forecasts, and business metrics for board meetings and investor updates.

• Maintain investor-ready financial models and financial documentation.

• Support fundraising preparation, financial due diligence, and data room management.

• Partner with the CEO on financing scenarios and long-term capital requirements.

6. Finance Systems, AI & Automation

• Build scalable financial processes, reporting systems, and internal controls.

• Leverage AI and automation to streamline reporting, reconciliations, forecasting, and financial analysis.

• Improve financial data accuracy, accessibility, and operational efficiency.

• Build a lean finance function that can support significant growth without unnecessary complexity.

How You Work (Mindset & Craft)

• You're a finance operator. You understand both financial strategy and the operational details behind the numbers.

• You're analytical and business-minded. You translate financial data into insights and actionable recommendations.

• You understand SaaS economics. You know what drives growth, retention, profitability, and capital efficiency.

• You're hands-on. You're comfortable building models, reviewing reconciliations, and solving problems yourself.

• You challenge assumptions. You ask difficult questions and bring independent financial judgment.

• You're detail-oriented. You value accuracy, consistency, and high-quality execution.

• You act like an owner. You proactively identify risks, opportunities, and improvements.

• You're AI-native. You actively leverage AI, automation, and modern tools to work smarter.

• You enjoy building. You thrive in fast-moving environments where processes and systems are still evolving.

What Success Looks Like

• Leadership has accurate, timely visibility into financial performance, cash, and runway.

• Financial forecasts and operating models are reliable and actively used in decision-making.

• Monthly close and financial reporting are accurate, consistent, and efficient.

• SaaS metrics and unit economics are clearly defined, monitored, and actionable.

• Spending and capital allocation are disciplined and aligned with business priorities.

• US and India financial operations are well-managed and compliant.

• Board and investor reporting is accurate and fundraising-ready.

• Finance operates as a strategic business partner, not just a reporting function.

What You Bring

Finance & SaaS Experience

• 10+ years of finance experience, preferably in high-growth SaaS or technology companies.

• Experience leading finance at a Series A/B startup or similar growth-stage company.

• Strong expertise in FP&A, budgeting, forecasting, financial modeling, and SaaS metrics.

• Experience overseeing accounting, financial reporting, and financial operations.

• Strong understanding of SaaS revenue recognition, unit economics, and capital efficiency.

• Experience preparing board reports, investor materials, and fundraising financial models.

Business & Operational Experience

• Proven ability to partner directly with founders, executives, and functional leaders.

• Experience managing cash flow, financial controls, and multi-entity operations.

• US and India financial operations experience strongly preferred.

• Strong analytical, problem-solving, and communication skills.

• Experience with modern finance systems, analytics, and automation.

• CPA, CA, MBA, or equivalent qualification preferred but not required.

What Sets You Apart

• Experience as a founding or early finance leader at a high-growth SaaS company.

• Helped scale a SaaS business through significant ARR growth while maintaining capital efficiency.

• Experience supporting Series B or later fundraising.

• Built financial models, reporting systems, and finance processes from scratch.

• Demonstrated ability to improve profitability, extend runway, or optimize SaaS unit economics.

• Strong familiarity with AI-powered finance tools and automation.

Our Finance Stack

QuickBooks, Carta, Zeni, DriveTrain, Rippling, and modern financial analytics tools.

Compensation & Benefits

• 💰 Base Compensation: $160K–$190K based on experience

• 📈 Equity: Meaningful early-stage equity grant

• 🏥 Benefits: Medical, dental, vision, 401(k), and generous PTO

• ⚙️ Tools: Modern finance and productivity tools to amplify your impact

• 📍 Location: This is an in-office role based in San Jose, CA (5 days/week)
  

Culture note: We value ownership, financial discipline, speed, intellectual curiosity, and high-quality execution. We want finance to be a strategic driver of growth and efficiency, not simply a function that reports the numbers.

Avoma is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.