Insight Global
Base Pay Range
$120,000.00/yr - $150,000.00/yr Experience
8–15+ years in finance roles across SaaS, fintech, payments, or card programs FP&A leadership Accounting/controllership in a growth environment Strong exposure to venture-backed companies from Series A → C Experience owning a P&L and building full-stack finance operations from scratch Bonus: Experience with credit card programs, underwriting, collections, bank partnerships, or ERP‑integrated fintech Technical Skills
Deep fluency in SaaS metrics, cohort analysis, unit economics, margin structure Strong modeling capability – can build and operate dynamic multi‑scenario models Familiarity with ASC 606, GAAP, and fintech‑specific accounting topics (revenue, interchange, funding costs) Ability to implement or scale finance systems (NetSuite, QuickBooks, Ramp/Expensify, FP&A tools, etc.) Highly structured thinker; can distill complexity into clarity Bias for action and ownership – can execute as both strategist and operator Exceptional communication with board, investors, and cross‑functional leaders Comfortable in fast‑moving, high‑accountability environments Core Responsibilities
1. Strategic Financial Leadership
Build and manage short‑, medium‑, and long‑term forecasting aligned with GTM, product, and card program strategy Partner with CEO on budget planning, quarterly business reviews, and board materials Serve as a strategic advisor on pricing, growth investments, and capital allocation 2. Financial Operations & Controls
Build and oversee accounting operations (GL, month‑end close, AR/AP, revenue recognition, card program accounting) Implement scalable financial systems, processes, and internal controls Own compliance across financial, regulatory, and card program requirements (treasury, payments, reconciliations) Ensure timely, accurate financial reporting for leadership and the board 3. SaaS Metrics & Revenue Analytics
Drive analysis of KPIs including ARR, NRR/GRR, CAC payback, margins, activation, and account‑level profitability Deeply understand customer economics within construction workflows Support the Head of GTM with pipeline modeling, sales capacity planning, and quota/compensation design Analyze churn, expansion, and unit‑level cohort trends 4. Credit & Risk Portfolio Oversight (Fintech‑Specific)
Monitor credit portfolio health, receivables aging, exposure, and collections trends Work with lenders, bank partners, or card issuers on data reporting, covenant compliance, and portfolio performance Prepare materials for Series B and beyond: model, unit economics, story, benchmarks, diligence support Manage investor reporting, monthly/quarterly updates, and covenant or lender reporting Support negotiations for credit facilities, warehouse lines, or treasury arrangements as needed 5. Cross‑Functional Partnership
Work closely with Product on spend controls, card mechanics, reconciliation workflows, and ERP mapping implications Partner with Operations on onboarding cost, data flow reliability, and scaling billings/collections Support HR/People operations with comp plans, hiring models, and equity program administration Build and lead a small but high‑performing finance org (accounting, FP&A, credit/risk, payroll) Manage outsourced accounting or fractional support initially, then grow internal capabilities Instill financial discipline and transparency across the organization Compensation
$120,000 to $150,000 per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Seniority Level
Director Employment Type
Full‑time Job Function
Finance Benefits (Inferred)
Medical insurance Vision insurance 401(k) Pension plan Paid maternity leave Paid paternity leave
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$120,000.00/yr - $150,000.00/yr Experience
8–15+ years in finance roles across SaaS, fintech, payments, or card programs FP&A leadership Accounting/controllership in a growth environment Strong exposure to venture-backed companies from Series A → C Experience owning a P&L and building full-stack finance operations from scratch Bonus: Experience with credit card programs, underwriting, collections, bank partnerships, or ERP‑integrated fintech Technical Skills
Deep fluency in SaaS metrics, cohort analysis, unit economics, margin structure Strong modeling capability – can build and operate dynamic multi‑scenario models Familiarity with ASC 606, GAAP, and fintech‑specific accounting topics (revenue, interchange, funding costs) Ability to implement or scale finance systems (NetSuite, QuickBooks, Ramp/Expensify, FP&A tools, etc.) Highly structured thinker; can distill complexity into clarity Bias for action and ownership – can execute as both strategist and operator Exceptional communication with board, investors, and cross‑functional leaders Comfortable in fast‑moving, high‑accountability environments Core Responsibilities
1. Strategic Financial Leadership
Build and manage short‑, medium‑, and long‑term forecasting aligned with GTM, product, and card program strategy Partner with CEO on budget planning, quarterly business reviews, and board materials Serve as a strategic advisor on pricing, growth investments, and capital allocation 2. Financial Operations & Controls
Build and oversee accounting operations (GL, month‑end close, AR/AP, revenue recognition, card program accounting) Implement scalable financial systems, processes, and internal controls Own compliance across financial, regulatory, and card program requirements (treasury, payments, reconciliations) Ensure timely, accurate financial reporting for leadership and the board 3. SaaS Metrics & Revenue Analytics
Drive analysis of KPIs including ARR, NRR/GRR, CAC payback, margins, activation, and account‑level profitability Deeply understand customer economics within construction workflows Support the Head of GTM with pipeline modeling, sales capacity planning, and quota/compensation design Analyze churn, expansion, and unit‑level cohort trends 4. Credit & Risk Portfolio Oversight (Fintech‑Specific)
Monitor credit portfolio health, receivables aging, exposure, and collections trends Work with lenders, bank partners, or card issuers on data reporting, covenant compliance, and portfolio performance Prepare materials for Series B and beyond: model, unit economics, story, benchmarks, diligence support Manage investor reporting, monthly/quarterly updates, and covenant or lender reporting Support negotiations for credit facilities, warehouse lines, or treasury arrangements as needed 5. Cross‑Functional Partnership
Work closely with Product on spend controls, card mechanics, reconciliation workflows, and ERP mapping implications Partner with Operations on onboarding cost, data flow reliability, and scaling billings/collections Support HR/People operations with comp plans, hiring models, and equity program administration Build and lead a small but high‑performing finance org (accounting, FP&A, credit/risk, payroll) Manage outsourced accounting or fractional support initially, then grow internal capabilities Instill financial discipline and transparency across the organization Compensation
$120,000 to $150,000 per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Seniority Level
Director Employment Type
Full‑time Job Function
Finance Benefits (Inferred)
Medical insurance Vision insurance 401(k) Pension plan Paid maternity leave Paid paternity leave
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