Finance Head

What’s the Role About?

Saleshandy is growing fast! We’ve crossed $2.5 million in yearly revenue (ARR) and now planning for the next big leap. We’re looking for someone who can lead our Finance Planning & Analysis (FP&A) function — not just manage numbers, but truly guide the company’s growth with financial insights.

You’ll handle planning, budgeting, forecasting, cash flow and compliance. Your job will also be to help teams improve cost efficiency and decision-making using data. Think of this as the finance backbone of a fast-growing SaaS startup.

Why Join Us?

Purpose:

We’re a bold SaaS company changing the way cold email works for sales teams globally. You’ll work closely with the leadership and make a real impact on how we grow and scale.

Growth:

You’ll lead the finance team, work with the CEO, and support big goals like entering new markets or managing funds. This is a leadership role with high visibility.

Motivation:

You love building things from scratch, enjoy mentoring, and like finding clarity through numbers. You’ll have the freedom to innovate and the responsibility to lead.

Your Main Goals

• Drive Department-Level Budgeting & Accountability (within 90 days)
  
  
  

Set up a collaborative budgeting process with department heads. Roll out team-level budget dashboards and enable real-time visibility. Conduct monthly budget reviews and ensure alignment with growth priorities. Target is <10% variance in key team budgets by Q3.

• Strengthen Cash Flow & Profitability Management (within 120 days)
  
  
  

Build and maintain a 12-month rolling cash flow forecast, aligned with growth investments and operational spend. Ensure at least 3–6 months of runway is maintained. Track and optimize for net margin health. Success is defined by positive cash flow, clear reserve planning, and 20–25%+ net profitability.

• Build Finance Ops Team & Automate Reporting Rhythm (within 6 months)
  
  
  

Hire or delegate 1–2 core finance ops roles to support scale. Identify manual workflows to automate using AI or low-code tools. Establish a board-style monthly scorecard for leadership, with delivery by the 10th of each month. Goal is 40% reduction in manual effort and consistent reporting cadence.

Important Tasks

First 30 Days – Finance Health Check

Audit current systems, tools, and processes. Highlight any risks or irregularities.

30-60-90 Day Plan

Share a clear roadmap for what you’ll improve in the finance function. Set KPIs. Show progress to key stakeholders.

Align Finance with Other Teams (by Day 60)

Work with HR, GTM, and Product teams to bring finance into everyday decisions. Use dashboards to share real-time insights.

Handle a Real-Life Finance Challenge

When faced with a sudden issue (cash crunch, delay, etc.), act fast. Stabilize the situation and propose a prevention strategy.

Explore and Use AI in Finance Ops

Figure out where AI/automation can improve your team's work. Run small pilots. Build a continuous improvement mindset.

Set Up Internal Finance Wiki / SOPs (within 90 days)

Document all finance policies, approval matrices, reporting cadences, vendor payment cycles, and accounting processes in an internal wiki or SOP handbook for team clarity and onboarding.

Optimize Revenue Recognition and Expense Matching

Work with product and GTM teams to align finance policies on how revenue is recognized (especially for annual/quarterly plans) and ensure expenses are booked in the correct period.

Audit & Improve Compliance Hygiene

Ensure all ROC, GST, TDS, income tax, payroll, PF/ESIC, and other compliance areas are reviewed and aligned. Highlight gaps and bring everything under a checklist-driven system.

Vendor/Contract Cost Rationalization Project (by Day 75)

Evaluate SaaS tools, infra, consultants, and recurring vendors to identify under-utilized or overpriced services. Aim to reduce discretionary spend or re-negotiate contracts by 10–15%.

Prepare Finance Function for Scale (Org & Tools Plan)

Based on growth roadmap, build a forward-looking plan for what the finance org should look like at $5M ARR. Identify tools, roles, or audits needed in advance.

Culture Fit – Are You One of Us?

We’re a fast-moving startup with global customers. Our team values transparency, low ego, speed, and ownership. You’ll work closely with the CEO and leadership team, so clear thinking, problem-solving, and a proactive attitude are key.

If you like building systems, working smart, and growing fast, this role is for you.