Director of Finance

Success in this role requires strong ownership, decisive judgment, and a results-oriented mindset. You should be proactive in identifying issues, confident in making independent decisions, and committed to maintaining high standards of accuracy and discipline.

As there is no large internal finance team, you must be effective at driving outcomes through influence, well-designed processes, and collaboration with external partners. The ability to lead cross-functionally without formal authority is essential.

For a high-performing individual, this role offers a clear trajectory into broader finance leadership — such as Head of Finance or VP of Finance — based on demonstrated impact and results, particularly as Articul8 continues to scale.

Key Responsibilities

1. Revenue Operations (RevOps)

Revenue Governance & Accuracy

Own end-to-end revenue tracking across customers, contracts, usage-based models, and enterprise agreements

Ensure proper revenue recognition in coordination with external accounting partners

Partner with Commercial and Customer Success to track bookings, ARR, renewals, expansions, and churn

Maintain clean reporting across pipeline → bookings → invoicing → collections

Billing & Invoicing Discipline

Oversee timely and accurate invoice generation

Ensure contract terms (milestones, usage thresholds, payment schedules) are reflected correctly

Improve cross-functional alignment between Sales, Legal, and Finance

Cash Collections & Working Capital Management

Own accounts receivable strategy and cash collection cadence

Drive structured collection processes to reduce DSO

Provide weekly visibility into collections and liquidity

Partner with commercial teams to proactively manage at-risk accounts

Revenue Analytics

Build dashboards tracking:

ARR / MRR

Revenue by vertical / geography

Payment cycle performance

Provide actionable insights into pricing and monetization strategies

2. Pricing Strategy & Contract Structuring

Novel Pricing Methodologies

Develop and evaluate innovative pricing models, including:

Agent-based pricing

Usage-based pricing

Platform + services hybrid models

Outcome-based pricing structures

Tiered enterprise licensing models

Sovereign or deployment-based pricing frameworks

Model margin implications of each pricing structure

Ensure pricing aligns with gross margin targets and long-term financial strategy

Commercial Deal Structuring

Actively participate in structuring large enterprise contracts

Partner with Sales and Legal to:

Define pricing architecture

Model revenue and margin impact

Optimize payment terms and cash flow

Assess discounting discipline

Ensure contract structures support predictable revenue and scalable collections

Pricing Governance

Establish discount approval frameworks

Build pricing guidelines and guardrails

Monitor pricing realization vs. modeled expectations

Analyze customer-level profitability

3. Financial Operations (FinOps)

Financial Infrastructure & Controls

Oversee monthly close with external finance and accounting partners

Ensure GAAP compliance and audit readiness

Maintain strong financial controls and documentation standards

Budgeting & Forecasting

Lead annual budgeting and rolling forecasts (12–24 months)

Provide variance analysis and performance reporting

Partner with Articul8 leadership to ensure financial discipline

Cash Flow & Runway Management

Maintain short- and long-term cash forecasting models

Scenario plan around revenue growth and fundraising timelines

Ensure leadership and board have clear visibility into runway

Vendor & Cost Management

Review major vendor agreements

Implement cost efficiency initiatives

Track burn multiple and capital efficiency metrics

Reporting

Improve reporting and financial workflows

Coordinate closely with external finance team to ensure timely and accurate reporting

4. Financial Strategy

Strategic Financial Planning

Develop multi-year financial models aligned with company growth strategy

Model expansion scenarios across verticals, geographies and deployments

Support pricing and margin optimization strategy

Unit Economics & Performance Metrics

Define and track key enterprise SaaS and AI metrics:

Gross margins

CAC / payback

LTV

Burn multiple

· Provide executive-level insights to inform strategic decisions

Capital Allocation

Evaluate trade-offs across R&D, GTM, partnerships, and infrastructure

Support evaluation of strategic initiatives and partnerships from a financial perspective

5. Investor & Board Support (Critical Component of Role)

Given Articul8’s active fundraising and venture-backed structure, this role will serve as a key financial interface for both investors and the Board of Directors.

Board Reporting & Governance

Prepare quarterly Board financial packages

Develop clear KPI dashboards for Board review

Present financial performance summaries and variance analyses

Provide runway, liquidity, and capital planning visibility

Support board-level discussions around capital allocation and financial risk

Investor Reporting & Fundraising Support

Maintain and refine fundraising financial models

Prepare financial materials for investor meetings

Manage financial diligence materials within the data room

Coordinate responses to investor diligence requests

Ensure consistency and accuracy across all shared financial information

Governance

Support implementation of board-level financial governance standards

Assist with audit preparation and compliance processes

Ensure financial reporting is institutional-grade as the company scales

Ideal Candidate Requirements

Experience & Background

8–12+ years of progressive experience in finance, preferably within venture-backed or high-growth technology companies

Strong experience in Revenue Operations, cash collections, and working capital management

Demonstrated ownership of financial planning, forecasting, and budgeting processes

Experience supporting Board of Directors reporting and investor communications

Direct involvement in fundraising processes (Series A/B/C or later-stage growth rounds preferred)

Experience working with external accounting firms, auditors, and finance partners

Technical & Analytical Skills

Advanced financial modeling and scenario planning capabilities

Strong understanding of SaaS and/or enterprise software unit economics

Familiarity with revenue recognition principles (GAAP)

Experience building KPI dashboards and executive-ready reporting packages

Comfort working with financial systems and reporting tools

Pricing & Commercial Acumen

Experience supporting or influencing enterprise pricing strategies

Ability to model margin implications across various pricing structures (subscription, usage-based, hybrid models)

Strong commercial intuition and understanding of contract structures

Leadership & Operating Style

Self-starter with high ownership mentality

Comfortable operating independently without a large internal team

Thrives in fast-paced, high-accountability startup environments

Strong cross-functional collaborator who can influence without formal authority

Clear and confident communicator with executive and board presence

High standards for accuracy, discipline, and follow-through

What We Offer:

By joining our team, you become part of a community that embraces diversity, inclusiveness, and lifelong learning. We nurture curiosity and creativity, encouraging exploration beyond conventional wisdom. Through mentorship, knowledge exchange, and constructive feedback, we cultivate an environment that supports both personal and professional development.

If you're ready to join a team that's changing the game, apply now to become a part of the Articul8 team. Join us on this adventure and help shape the future of Generative AI in the enterprise.