We’re looking for a hands-on leader to build and own Epochal’s Finance function end to end. As the first Finance hire, you’ll develop the operating model, establish our financial reporting and planning cadence, and own the underlying finance tech stack. More importantly, you’ll turn financial and operating data into strategic decisions on investments, pricing, and growth alongside the leadership team and other cross-functional leaders across the company.
What you'll do
Financial Modeling: Build and own our operating model and forecasting process, including rolling forecasts, annual budgeting, headcount planning, and long-range planning
Strategic Initiatives: Lead financial analysis for major strategic decisions, including business-model evaluation, deal modeling, resource allocation, and pricing and packaging
Financial Insights: Assess performance against financial and operating targets, identify the most impactful underlying drivers, and recommend where to course-correct or invest further.
Business Partnership: Partner with functional leaders on key initiatives and help the leadership team navigate tradeoffs among growth, efficiency, and resourcing
Technology: Own the internal finance stack (ERP, billing, spend management, cap table management)
Accounting : Ensure books are closed accurately and on time, working with an outsourced accounting team to start
Reporting and Investor Relations: Build board and investor materials and support fundraising and diligence
What we're looking for
7+ years of Strategic Finance experience at a high-growth tech company, including prior experience in investment banking, PE/VC, or consulting
Exceptional financial modeling skills and the ability to work directly with operating data
Habitual use of AI tools in your day-to-day finance work — modeling, research, reporting
Excellent verbal and written communication skills, with the ability to take the same analysis to the Board or to an engineer
Extreme bias to action – you find complex problems and figure out how to solve them
Comfort operating in ambiguity and adapting to a fast-changing environment
Track record of building out a stellar Finance team / function
Finance Lead in palo alto at Unknown Company
This position is listed as full time and onsite.