Develop and maintain the company’s systems and processes for forecasting, budgeting and revenue monitoring based on sophisticated financial modeling and analysis. Ability to not only create sophisticated models but articulate the assumptions, variables, interdependencies, etc. to others.
Provide support on various operational tasks including P&L and financial projections, pricing and valuation models and company presentations. Extremely proficient at high-tech financial forecasting & modeling techniques.
Work closely with Sales for reporting in Salesforce.com. Basic ability to create/extract management reports and analyses. Ability to propose, build, and track sales bonus compensation plans.
Work closely with Sales to ensure integrity in good deal structuring.
Report financial and operating results and insights to management and Board of Directors as required. Standard financial reports at a minimum with variances against plans, forecasts, quotas, etc.
Own the strategic financial, operative financial, HR financial, sales finance & operations, & general legal functions. Oversee all accounting, tax, AP/AR, and corporate compliance matters. Work with our strategic financial advisor(s) who we will ask for advice on financings, projections, and other high level & strategic financial matters.
Oversee business health KPI's, monitor and highlight notable points proactively, including revenue tracking, margin analysis and pricing, ideally SaaS metrics.
Ability and excitement to learn new technology and processes. A constant motivation to improve process efficiencies and automate tasks. Ability to execute tasking and delegate when needed.
Create & Implement basic internal finance controls -- approving contracts, sales, expenses, etc.
Highly attentive to detail. Excited about open, honest, and transparent communication. Extreme interest in always learning and improving and challenging the status quo. Interest in growing long term and scaling-up along with Foxtrot.
Manage the equity & cap table with help of legal team through financings, option issuances, exercises, warrants, etc.
Represent and oversee the company’s financial interests during customer contract negotiations with the help of external legal team.
Be responsible for cash and risk management. Maintain and reconcile bank accounts. Establish controls over cash. Create investment policy when appropriate.
Oversee cost-control structure, financial policies, fraud prevention systems, and ensure existence of any necessary loss prevention systems.
Represent Foxtrot by effectively communicating externally with investors, advisors, and clients, and internally with leadership team and employees.
Skilled at using Google Suite platform to include: Drive, Sheets, Docs, Gmail, Calendar, etc. Frequent user of video conferencing technology. Experience with Xero Accounting software or other high-tech accounting software.
Own the relationship to our attorneys for general corporate matters & own the company’s forms of contracts for employees, contractors, NDA’s, etc. Work closely with outside corporate law firms on matters related to foreign subsidiaries, intercompany agreements, customer agreements, intellectual property, etc as required.
Develop effective solutions to improve Foxtrot’s financial position and results, and contribute proactively to business optimization. Where can we make more money and eliminate costs?
Provide analytical support of strategic company decisions. knowledge of markets, target customers, pricing, products, distribution channels.
Manage complex capitalization transactions requiring balancing needs of existing equity investors, existing convertible noteholders, new equity investors and employees/ advisors. Participated in a preferred equity investment. Created presentations and communications to potential investors.
Benefits, hiring processes and terminations. Experience in dealing with benefit plans. Familiar with HR systems and routines.
Oversee aspects of Human Resources including compensation planning, commission and bonus plans. Involvement in establishing quotas and other comp plans.
Ability to design, plan, and execute integrations between software tools to increase productivity and reliability between sales, operations, accounting, and other internal tools.
Go to board meetings and help Doug present
Unquestionable personal integrity and business ethics
8+ years’ progressive finance and/or accounting experience in a finance leadership role
Previous experience in a startup/technology firm is highly desired
Excellent GAAP and financial reporting skills
Experience with rapidly growing, venture-backed technology companies; SaaS experience preferred
Entrepreneurial spirit and passion for building
Excellent verbal and written communications skills
Desire to work in a dynamic start-up, and be effective resolving ambiguities
Demonstrated ability to set priorities, be flexible and manage multiple projects simultaneously
Ability to think creatively and be resourceful within the context of financial and strategic planning
High intellectual capacity, particularly in an analytical and strategic context
Experience with mergers and acquisitions, as well as debt and equity financing, is preferred