Head of Finance

Head of Finance New York • San Francisco

Finance

Hybrid

Full-time

Help us solve fraud asap with Casap , where we’re building the world's first AI-native disputes automation and fraud prevention platform. Our mission is to create a future where trust is a given and fraud is rare by empowering financial institutions to automate disputes, eliminate first-party fraud, and turn manual back-office workflows into loyalty-building moments for customers and members.

We’re a Series A startup founded by product leaders from Robinhood and Chime , and we’ve raised over $30M from Emergence, Lightspeed, Primary Ventures, SoFi, and others. We have incredible product market fit, an exceptionally ambitious and kind culture, and our CEO, Shanthi, was recently named to Inc. Magazine’s 2026 Female Founders 500 . Over the past 12 months we’ve more than 10x’ed revenue and we’re just getting started.

Location(s)

This is a hybrid role based out of our San Francisco, CA or New York, NY office. Our team works in-office time on Mondays, Wednesdays, and Fridays.

About the Role

This is your chance to build our finance function and shape how it grows, working directly with leadership on the company’s biggest decisions. Right now there’s no one in finance. You’ll take over work that has been handled by leaders from other teams and an outsourced accounting partner, and build it for our next stage of growth. Your job goes beyond reporting the numbers: you’ll shape decisions on hiring, sales compensation, marketing spend and fundraising. This is a builder role. Some of our processes are manual, a few tools are half-implemented, and some of the most important work hasn’t started yet. You’ll do the hands-on work and design the systems at the same time. If you like turning messy processes into scalable ones and want a real say in how the company grows, read on.

What You'll Do

FP&A, forecasting and modeling

Own the company operating model, including burn, opex and headcount forecasting, budgeting and runway analysis

Partner with our Head of RevOps, who owns the bookings and ARR forecast, to tie revenue into a single company model

Run the monthly business review and own the financial sections of board materials

Build the financial foundation, including models, metrics, reporting and diligence readiness, ahead of our next raise

Strategic finance and decision support

Bring a finance lens to key business decisions, including the hiring plan, sales comp design, marketing budget and fundraising strategy

Work with cross-functional leaders as a partner who helps them make better tradeoffs, not just as a scorekeeper

Invoicing and revenue operations

Move billing and invoicing from manual work to automated, scalable processes

Choose and implement financial tooling, starting with getting an in-flight billing system integration finished

Make our contracted ARR match what’s actually billed and collected each month by removing invoicing delays, approval bottlenecks and unbilled accounts

Accounting and external relationships

Be the main point of contact for our outsourced accounting partner, and tighten month-end close and revenue recognition

Build the plan for bringing accounting in-house and decide when to do it

Commissions and partner fees

Own commission management with our Head of RevOps, including shared processes, calculations and controls

Build referral and partner fee tracking from scratch

Expense management and margin

Own gross margin and the levers behind it

Build expense oversight that gives leadership visibility across the whole company, beyond any single budget

Spend and margin

Own gross margin by understanding what drives our cost to serve customers and finding ways to improve it

Own spend management and vendor contracts, and build expense oversight that gives leadership visibility across the whole company, beyond any single budget

What You’ve Done

7+ years in finance, with a strong background in FP&A or strategic finance

Experience partnering with B2B SaaS sales teams: you’ve modeled sales capacity and comp plans, built bookings and pipeline forecasts, and worked through quota, commission and deal-desk questions

Fluency in SaaS metrics such as ARR, NRR, CAC payback, gross margin and burn multiple, plus the judgment to know which ones matter at a given moment

Working knowledge of ASC 606 and the month-end close, enough to hold an outsourced accounting team to a high bar

Hands-on experience with a modern startup finance stack (e.g., QuickBooks, Ramp, Carta) and implementing billing tools

Scrappiness: you’re comfortable building your own models, cleaning up data and fixing processes yourself. No task is beneath you, and you don’t need a team to get started.

Clear communication with non-finance leaders and the ability to push back with data

Startup experience, ideally at Series A to C. Fundraising or board reporting experience is a strong plus.

Compensation

The base pay range for this role is $200,000 – $275,000 per year.

Casap's compensation package includes a competitive base salary benchmarked against real-time market data, as well as equity for all full-time roles. We also offer exceptional benefits, as well as bonuses and commission plans for applicable roles. The listed US-based compensation range is a guideline and may be modified. Final compensation will vary based on market conditions, geographic location, and candidate qualifications, including relevant knowledge, skills, and experience assessed during the interview process.

📈 Start-up equity

🦷 Full health, vision & dental coverage

🏦 401K with match

🩺 One Medical membership

🍽️ Stocked kitchens + lunches

🚍 Commuter benefit

🚠 Team b