Remote Position

[Remote] Director Of Finance & Accounting

๐ŸŒ Remote ยท United States ๐Ÿ’ผ Full-time

Note: The job is a remote job and is open to candidates in USA. Practice by Numbers is hiring a Director of Finance to build and lead its finance function as the company grows. The role owns accounting, planning and decision support, investor and fundraising finance, revenue and cash management, tax compliance, and finance systems.

Responsibilities

  • Design and stand up the finance operating model: who owns what, the close calendar, and the weekly, monthly, and quarterly cadence
  • Write and roll out finance policies and procedures, including approval limits, spend and expense, vendor management, and revenue recognition
  • Put practical internal controls in place that fit a lean team and scale as we grow
  • Document SOPs so the work runs the same way every month, whoever does it
  • Hire and manage outsourced partners now, and build the in-house team when the business is ready
  • Own the monthly close and deliver accurate, on-time financial statements
  • Keep subscription revenue clean: Stripe reconciliation, refunds and credits, and revenue recognition hygiene
  • Run AP, AR, and collections, and manage working capital
  • Support cross-border accounting for our India operations with our outside advisors
  • Lead the annual operating plan (OP1) end to end: set the calendar, templates, and planning assumptions, and run the process with every function leader
  • Consolidate department plans into one global plan covering revenue, headcount, compensation, vendor spend, and cash, and take it through CEO approval
  • Own the global budget across our US and India entities, including currency assumptions, in-country statutory costs, and intercompany cost allocations
  • Partner with the People team on global headcount and compensation planning, including merit cycles, benefits renewals, and payroll taxes in both countries
  • Review and approve the budget for each new role through our quarterly recruitment planning process
  • Run monthly budget-vs-actual reviews with each department head and flag variances early with a recommended action
  • Lead quarterly re-forecasts and mid-year re-plans as the business changes
  • Build and run a driver-based model that ties bookings to MRR/ARR, revenue, and cash, and tie hiring and spend decisions to ROI and cash impact
  • Produce a monthly KPI pack for leadership and turn the numbers into clear recommendations
  • Model scenarios for hiring pace, pricing changes, and churn
  • Speak with potential investors and present our financial story, model, and metrics with confidence
  • Lead the finance workstream in a fundraise or transaction: the data room, investor model, and diligence requests
  • Own investor updates and financial reporting to investors
  • Keep the company investor-ready, with clean financials and metrics that hold up under diligence
  • Own commission plan calculations and make them accurate and auditable
  • Set discounting guardrails and deal approval rules with Sales
  • Analyze pricing, packaging, and unit economics, including moving customers to annual prepay
  • Own weekly cash visibility and collections priorities
  • Reduce involuntary churn through payment failure analysis and a better dunning process
  • Improve DSO with consistent follow-up and escalation
  • Lead multi-state sales tax compliance with our outside CPA/SALT firm: nexus review, registrations, and the filing calendar
  • Partner with HR on payroll accuracy, multi-state payroll tax, and benefits funding
  • Prepare the company for financial audits when needed
  • Own the finance stack and data integrity across Stripe, our CRM, accounting, and reporting tools
  • Automate the path from billing to accounting to KPI reporting

Skills

  • 8+ years of progressive finance and accounting experience, including at least 3 years leading a finance function or team
  • A proven track record of building the finance function at a vertical SaaS company, taking it from limited infrastructure to a repeatable close, working controls, and reliable reporting
  • Experience speaking with potential investors, and direct involvement in at least one fundraise or transaction (such as an equity raise, debt financing, or M&A), including diligence
  • Experience leading the annual operating plan (OP1) and a consolidated budget across multiple entities or countries
  • Experience managing expenses and budgets for India development centers, including cross-border US and India operations
  • Strong command of subscription SaaS metrics: MRR/ARR, churn, cohorts, GRR/NRR, and CAC payback
  • Hands-on experience with month-end close, US GAAP, and revenue recognition for subscription revenue (ASC 606)
  • Experience writing finance policies and procedures and getting a company to follow them
  • A roll-up-your-sleeves attitude and a track record of doing well on lean startup teams
  • A bias toward action: you push projects forward, make decisions with imperfect data, and follow through
  • Experience managing outside CPA, tax, and bookkeeping partners, including multi-state sales tax work
  • Bachelor's degree in accounting, finance, or a related field
  • CPA
  • Experience with Stripe-based subscription billing and mostly monthly plans
  • Background in SMB, healthcare, or dental software
  • Experience preparing a company for a financial audit
  • Exposure to SOC 2 readiness as the finance partner

Benefits

  • Bonus and/or equity eligibility, if offered
  • Medical, dental, and vision coverage
  • 401(k) with company match
  • Paid time off and paid sick leave
  • Maternity and parental leave
  • Paid annual Holidays
  • Remote โ€ข Hybrid

Company Overview

  • Practice By Numbers was founded based on the experience that two of the co-founders had in starting a new dental practice. It was founded in 2015, and is headquartered in Redmond, Washington, USA, with a workforce of 51-200 employees. Its website is https://www.practicenumbers.com/.
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