Senior Director, Finance

Reposted 19 Days Ago
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San Francisco, CA
In-Office
Senior level
Software
The Role
Lead financial operations, planning, and strategy at Instabase. Oversee accounting, FP&A, and provide insights to executives for decision-making and growth.
Summary Generated by Built In

At Instabase, we're passionate about democratizing access to cutting-edge AI innovation to enable any organization to solve previously unsolvable unstructured data problems in their industry.  With customers representing some of the largest and most complex organizations in the world, and investors like Greylock, Andreessen Horowitz, and Index Ventures, our market opportunity is near infinite.

Instabase offers a consumption-based pricing model where customers can pay only for what they use, aligning directly with the value our products deliver. It empowers our clients to explore our AI Hub platform features extensively, enabling them to uncover crucial business insights. This customer-centric model allows Instabase to glean insights from diverse use cases and behaviors, ensuring we deliver top-tier solutions that provide unmatched advantages for everyday business operations.

With offices in San Francisco, New York, London and Bengaluru, Instabase is a truly global company. We are people-first, and we've built a fearlessly experimental, endlessly curious, customer obsessed team who work together and help organizations around the world turn their unstructured data into insights instantly.

 

About the Role

We're looking for a Senior Director, Finance to lead the function and build a high-performing team that enables Instabase to scale quickly. We are a fast-growing (10x+), efficient startup serving thousands of customers including some of the largest enterprises, as well as the most innovative startups. This role is equal parts operational and strategic and is a key leadership hire for the company. We are looking for someone with strong FP&A roots who will also effectively manage external partners for accounting and corporate finance work.

Key Responsibilities

Corporate Finance & Accounting

  • Oversee all core finance operations including accounts receivable, accounts payable, and cash management.
  • Manage our external accounting partner to ensure accurate and timely tax filings, compliance, and audits.
  • Own our 409A valuation process.
  • Own financial systems and tools that support scalable processes and real-time insights, including selection and implementation of an ERP platform.
  • Ensure internal controls and financial processes that scale with the business.

FP&A and Strategic Planning

  • Develop annual operating plans and budgets with a strong focus on:
    • GTM finance: marketing funnel / pipeline and sales capacity planning to achieve big growth targets.
    • Headcount and expense planning across departments.
  • Establish KPIs to track financial and operational health of the business.
  • Support board reporting, fundraising, and strategic initiatives.

Business Partner

  • Support pricing strategy for new product launches in partnership with Sales and Engineering/Product Development (EPD).
  • Gross margin and unit economics analysis; identify opportunities to drive efficiency.

How to be successful in this role

  • 8+ years of finance experience, with at least 3 years at a high-growth, mid to late-stage startup ($50M+ ARR).
  • Deep understanding of B2B Go-to-Market (GTM) finance, including marketing pipeline and sales capacity planning.
  • Prior experience working with or managing accounting firms.
  • A “Type-A” individual who sweats the details but is also able to see the big picture and knows what excellence looks like — constantly raising the bar and achieving lofty goals.
  • Excited to work in person in San Francisco or New York.
  • Bonus if you have open-source startup experience.

Compensation & Benefits

We offer competitive compensation that includes base salary, meaningful equity, and benefits such as health and dental coverage, flexible vacation, a 401(k) plan, and life insurance. Actual compensation will vary based on role, level, and location. 

For US-based roles: The base salary range for this role is $190,000 to $ 240,000 + bonus, equity, and US benefits. The actual pay may vary based on factors such as location, experience, and skills.


Instabase is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Research shows that in order to apply for a job, women feel they need to meet 100% of the criteria while men usually apply after meeting about 60%. Regardless of how you identify, if you believe you can do the job and are a good match, we encourage you to apply.

Top Skills

Adaptive Planning
Advanced Excel Skills
Anaplan
Gaap
NetSuite
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The Company
HQ: San Francisco, CA
300 Employees
Year Founded: 2015

What We Do

The Automation Platform for Unstructured Data

Instabase is democratizing access to deep learning to empower any organization to solve unstructured data problems with unprecedented accuracy. From understanding complex financial data for the world’s largest banks to transforming manual processes for insurers and federal agencies alike, automating unstructured data represents the largest opportunity for digital transformation in the enterprise.

With Instabase, our customers can automatically understand unstructured data with the latest deep learning technologies, rapidly build end-to-end workflows with pre-packaged solution blocks, and innovate at scale across their organization.

Why Work With Us

We are a remote first company where our people are at the core of our success. Our key priorities are employee wellbeing through comprehensive benefits, competitive compensation, and a commitment to diversity, equity and inclusion. We are constantly working to make sure that employees feel supported and empowered.

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