Head of Finance

Role Summary

We're hiring our first Head of Finance to build the finance function from the ground up as we scale from Series B and beyond. Reporting directly to our CEO, you'll be the operating partner on every major financial decision, owning FP&A, forecasting, accounting, board reporting, fundraising support, and the financial systems that will power the next phase of our growth. This is a rare opportunity to sit at the intersection of strategy and operations at an AI-native company with real revenue, real unit economics, and a massive market. You'll partner with the CEO and leadership team on capital strategy, build the core financial operating systems, and own the numbers that determine how we allocate capital. This role will be a key leadership position at Topline Pro.

What you'll do

• Build the finance function
• Own the full finance stack: FP&A, accounting, payroll, treasury, tax, and financial compliance (working with our outsourced accounting partner)
• Select and implement the financial systems
• Drive FP&A and the operating model
• Own the company's financial model, annual budget, rolling forecast, and scenario planning
• Work with Data team on in depth analyses around core SaaS / Unit Economic metrics
• Partner with GTM leadership on revenue forecasting, sales capacity planning, and compensation design; partner with Product on pricing, packaging, and unit economics
• Lead the monthly and quarterly close, variance analysis, and operating reviews
• Own embedded payments economics
• Own the unit economics of our embedded payments business: model take rate, processor economics, attach rate, and contribution margin as payments volume scales
• Build the reporting and risk posture that lets payments scale safely
• Partner with the CEO on capital and board
• Lead financial preparation for future fundraising: data room, model, diligence responses, etc.
• Own the board package: financials, KPIs, operating commentary, and narrative
• Run a tight operation
• Own cash management, runway planning, and capital allocation recommendations to the CEO
• Build procurement, vendor, and contract review processes that scale
• Lead annual audit readiness, tax strategy, and state/local compliance
• Partner with People Ops on compensation benchmarking, equity planning, and headcount planning

What we're looking for

• 8+ years in finance, with a mix of investment banking, consulting, private equity, or Big 4 and operating experience at a high-growth venture-backed company (SaaS or vertical SaaS strongly preferred)
• Track record of owning FP&A end-to-end: model, forecast, board materials, and operating cadence
• Hands-on accounting fluency: you don't need to close the books yourself, but you know GAAP, revenue recognition, and when to push back on your controller or auditors
• Experience running or materially supporting a priced equity round: diligence, data room, model defense, investor Q&A
• Strong command of SaaS economics and reporting
• Excellent communicator: you can translate a forecast into a decision for a CEO, a board, and exec team
• Direct experience with embedded payments / fintech economics: you've owned or materially contributed to the financial model for a payments business line (vertical SaaS payments, ISO, referral, or PayFac). You can talk credibly about interchange, assessments, processor margin splits, and reserve economics
• Bonus: CPA or MBA; experience in marketplaces, vertical SaaS, SMB software, or home services.

Who you are

• A builder, not a maintainer: energized by the stage we are at
• Comfortable toggling between the 30,000-foot view (capital strategy, board narrative) and the 3-foot view (why did that bill get paid twice?)
• Low-ego, high-ownership: you'd rather unblock a teammate than protect your turf
• Obsessed with unit economics: you think in margins, payback, and efficiency, not vanity metrics
• Aligned with Topline Pro's values and pumped to help a business that genuinely improves the livelihoods of home service pros

Hiring Process

• Recruiter Screen
• CEO Screen (Nick)
• Financial Modeling / Case Study + Onsite with Leadership Team (Product, GTM, People Ops)
• Co-Founder Screen (Shannon)
• References

What we offer

• $230K–$260K base + meaningful equity
• Full Medical, Dental, and Vision Health Coverage
• Computer and workspace enhancements
• Company-paid Wellhub membership for fitness and wellness
• Monthly AI tool stipend and yearly professional development budget
• 401(k) plan (non-matching)
• Unlimited vacation, 9 company holidays including election day, and 1 personal volunteer day a year
• Dinner covered with Uber Eats
• Opportunity to own a foundational function at a fast-growing, category-defining company

Our Values

• No Bullsh*t: We create meaningful results for our customers and drive growth for our team—ensuring progress and impact are felt every day. Our focus, both internally and externally, is on delivering genuine value rather than superficial solutions or benefit without purpose.
• Think Big, Learn Fast: We move quickly, acting on data to uncover insights and solutions. We embrace risks, knowing every experiment fuels growth—even when it doesn’t go as planned.
• One Team, One Dream: We tackle challenges together with creativity, and an open mind—always seeking solutions and embracing fresh ideas to win as a team.
• Empower Every Voice: We welcome diverse perspectives and bold ideas, creating space for authenticity and respect—because great ideas come from everywhere.
• Be an Owner: We take responsibility for outcomes, act in the company’s best interest, and treat every dollar as our own. We move with urgency, think long-term, and take pride in driving impact.
• Boom!: We take time to celebrate each other’s achievements, big and small—at work and in life—because shared success fuels lasting momentum. And we end all team meetings in a “Boom!”

About Topline Pro

We’re building AI powered Shopify for service businesses. We help service pros (e.g., roofers, landscapers, painters, cleaners) acquire direct business, fast. Up and running within minutes using Gen AI, our digital storefront products help pros get discovered, trusted, and booked repeatedly. Topline Pro is co-founded by Nick Ornitz (CEO) and Shannon Kay (CPO) with an excellent team of 100+ rockstars with plans to expand more in 2026. We serve thousands of local service businesses and were named as one of the 2023 and 2024 top 50 Tech Companies building for SMBs. We're YC-backed and well funded with years of runway, and we’ve experienced rapid growth in the past year. We're in a phenomenal position to scale—with the financial foundation, product-market fit, and momentum to go big. You’ll be joining at an inflection point—where the groundwork is laid and the path to massive impact is clear. We believe “great candidates” do not come about through simply a checkmark next to past experiences. We believe in hiring people not just skills. Even if you do not check every box but find excitement at the prospect of working with us in this capacity, please apply.