Head of Finance

About Fello:

Fello is a profitable, hyper-growth, VC-backed B2B SaaS startup on a mission to empower businesses with data-driven intelligence. Our AI-powered marketing automation platform helps businesses optimize engagement, make smarter decisions, and stay ahead in a competitive market.

With massive growth potential and a track record of success, we’re just getting started. If you’re passionate about innovation and want to be part of an industry-defining team, Fello is the place to be.

About You:

We are seeking an experienced and strategic Head of Finance, who enjoys operating in a hyper-growth environment, with a roll-up-your-sleeves mindset. This role is pivotal in guiding the financial vision of the company, ensuring our operations are compliant with GAAP, and aligning financial strategy with the broader objectives of the Executive Team. You will oversee all financial functions—budgeting, forecasting, reporting, compliance, and financial planning—while driving insights that influence major business decisions. Harnessing AI to drive automation and significantly enhance financial operations will be a key part of your objective, enabling smarter, faster, and more scalable decision-making. This is a unique opportunity to shape the financial future of a fast-growing organization and play a key role in scaling our business.

You Will:
Strategic Financial Leadership:

• Help define and lead the financial strategy of the company, aligning resources to business goals and long-term vision.
• Partner with the President and Executive Team on high-impact decisions, capital allocation, and financial planning.
• Utilizing AI to optimize financial processes with greater efficiency and insight.
• Develop and evolve financial infrastructure, policies, and procedures as the company scales.
• Build and lead a high-performing finance team to support evolving business needs.

Financial Analysis & Reporting:

• Deliver comprehensive financial analysis to inform key strategic decisions, highlight growth opportunities, and mitigate risks.
• Oversee the development of financial dashboards and KPI reports that track performance across the company.
• Lead scenario planning, long-term financial forecasting, and valuation models to support board and investor communications.
• Own all tax-related responsibilities, including oversight of Anrok, ensuring compliance and strategic tax planning.
• Streamline financial reporting workflows by organizing key documents, models, and disclosures, enhancing transparency and readiness for audits, fundraising, and strategic reviews.
• Build and maintain a comprehensive financial data room to support due diligence processes, ensuring accurate and timely reporting for internal stakeholders and external investors.

Budgeting & Cost Optimization:

• Lead the annual budgeting process and oversee monthly, quarterly, and annual forecasting cycles.
• Monitor spend across all departments, identifying areas of inefficiency or potential cost-saving opportunities.
• Maintain tight control over corporate expenses through platforms like QuickBooks and Ramp.
  Conduct variance analysis and establish processes to address financial deviations proactively.

Accounting and GAAP Compliance:

• Oversee all accounting functions, ensuring timely and accurate financial close and reporting cycles.
• Maintain full compliance with GAAP standards and drive audit readiness and coordination with external auditors.
• Identify and mitigate financial compliance risks by reviewing and refining internal controls and processes.
• Ensure alignment with tax, banking, and regulatory requirements and manage documentation and reporting obligations.
• Design and maintain automated workflows between billing and accounting platforms (e.g., Stripe, QuickBooks), reducing manual reconciliation and improving accuracy in revenue recognition and financial reporting.

Cross-functional Business Partnering:

• Act as a financial thought partner to teams across HR, Sales, Marketing, and Operations.
• Provide strategic guidance on hiring plans, customer acquisition costs, vendor negotiations, and resource allocation.
• Drive cross-functional alignment on financ