VP of Finance

Reposted 23 Days Ago
Hiring Remotely in USA
Remote
Senior level
Artificial Intelligence • Information Technology • Software
The Role
The VP of Finance will lead the finance function, overseeing strategy, operations, financial planning, and investor relations while driving data-driven decision-making.
Summary Generated by Built In
About Momentum

Momentum is a fast-growing company specializing in driving AI transformation for revenue teams. We operate like an embedded GTM task force working alongside your team. Our platform listens to every sales and customer interaction, extracts critical insights, and pushes updates directly into your CRM or data wharehouse—automating follow-ups, flagging risk, and surfacing next steps without rep intervention. The best GTM teams in the world, at companies like Zscaler, Cursor, Ramp, Owner.com, Demandbase, Contentful, Windsurf, 1Password, rely on Momentum to unlock 3–10 hours per rep each week, improve win rates, and scale execution—without scaling headcount. We’re backed by top-tier investors, including FirstMark, Stage 2 Capital, Inovia, and Basis Set Ventures.

What We're Looking For

As our founding VP of Finance, you will build and lead the Finance function from the ground up. Partnering closely with our founders and executive team, you will own the full spectrum of financial strategy, planning, and operations. You will design and drive the end-to-end FP&A process, establish robust systems and controls, and translate data into actionable insights that guide strategic decision-making.

  • Develop and execute a financial roadmap aligned with our growth objectives, from forecasting to capital allocation and cash management.

  • Own and lead all financial aspects of fundraising and investor relations, including financial modeling, diligence readiness, and board communications.

  • Build a best-in-class FP&A process: budget creation, rolling forecasts, variance analysis, scenario planning, and KPI tracking.

  • Deliver insights and presentations to the Board, investors, and ELT on financial performance, opportunities, and risks.

  • Oversee day-to-day finance operations, including accounting, payroll, tax, treasury, and expense management.

  • Implement scalable systems and internal controls to ensure accuracy, compliance, and efficiency.

  • Partner with Sales, Marketing, Product, and Customer Success leaders to align financial goals with GTM and product strategies.

  • Drive data-driven decision-making by providing financial context to operational plans and investments.

Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related fields; MBA or CPA is strongly preferred.

  • 7-8 years of progressive finance leadership experience at high-growth B2B SaaS companies, including FP&A and operational finance.

  • Demonstrated success scaling finance functions through Series B or Series C fundraising cycles.

  • Exceptional analytical skills with expertise in financial modeling, forecasting, and business partnering.

  • Proven track record managing fundraising processes, investor relations, and board reporting.

  • Deep understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.) and revenue recognition principles.

  • Excellent communicator, able to distill complex financial data into clear narratives for diverse stakeholders.

  • Collaborative leadership style with a bias for action and a passion for building high-impact teams.

Preferred Attributes
  • Experience in AI-driven or data-centric technology environments.

  • Prior exposure to international operations, including multi-entity operations and tax considerations.

  • Comfort working in a fast-paced startup culture and navigating ambiguity.

Benefits
  • Competitive salary & early stage stock options based on experience

  • 100% coverage of health insurance, with 75% support for dependents

  • 3 weeks paid PTO + Holiday week off between Christmas and NYE

  • Yearly full-company offsite at a memorable location

  • Learning stipends

  • A fun team that values autonomy and trust

Top Skills

Accounting
Finance
SaaS
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The Company
HQ: San Francisco, California
120 Employees
Year Founded: 2020

What We Do

Every company is looking for that edge in 2025—to grow faster, operate smarter, and do more with less. The challenge isn’t just getting more GTM data—it’s turning data into action. That’s where Momentum comes in. We are an AI GTM Data Orchestration platform and we use our AI Agents to work alongside your GTM team to capture key insights, update your systems, and trigger next steps automatically—so your team can focus on closing deals and expanding revenue. For customers like Zscaler, Demandbase, Ramp, and 1Password, this has led to productivity gains of 3-10 hours per rep per week—all while providing actionable competitive intelligence, AI coaching, and executive insights in real-time.

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