Note: The job is a remote job and is open to candidates in USA. equipifi is a fast growing, early-stage SaaS fintech building the credit infrastructure for modern banking. The Head of Finance & Analytics will own the reporting and analysis for leadership and the board, build revenue and usage forecasts, and define company KPIs.
Responsibilities
- Own the numbers that tell our story. You'll own the reporting and analysis that leadership, the board, and the broader team rely on to understand how we're doing - building the dashboards, running the analyses, and owning the narrative behind the numbers. Whether it's a board meeting, a leadership decision, or a team trying to understand its own metrics, they're working from your reporting. Ours is a business with a lot of complex numbers; you'll make them make sense for everyone
- Build the forecast that runs the business. This means owning the usage and revenue model from the ground up: building the assumptions, tracking actuals, and updating the view as the business evolves. As a partner to our functional stakeholders, you'll turn raw transaction and usage data into a forward-looking plan the leadership team uses for hiring decisions, product bets, and investor conversations
- Define how we measure the business. You'll refine our BI foundation to scale, establish the company KPI framework, and create the repeatable reporting that keeps every team aligned. Success here is felt by everyone - with consistency in our numbers, nomenclature, speed, and documentation
Skills
- 5–7 years of experience in FP&A, strategic finance, or finance & analytics at a B2B SaaS or fintech company - ideally one with a usage or transaction-based revenue model
- Experience as an early or first finance hire who's built reporting and forecasting infrastructure from scratch
- Track record of owning board and investor reporting - writing the narrative, not just pulling the numbers
- Deep financial modeling chops: you've built a usage or revenue forecast you'd defend to an investor without blinking
- You know SQL like the back of your hand and feel confident with Metabase or similar BI tools. Bonus points if you've worked with any of ours: Metabase, MySQL, Airbyte, Snowflake, or Ordway (Excel fluency goes without saying)
- You carry yourself like someone who's done this before (because you have)
- AI-native mindset: you're already using AI tools to automate the busywork and move faster - not waiting to be told how
- You're a natural leader - whether it's a leader who needs guidance, an analyst who wants to learn, or you grow a team - you feel comfy coaching and you're approachable to all
- Strong communicator who can translate financial complexity into a story leadership acts on
- Comfortable with ambiguity; you know how to make a decision with 70% of the information and refine as you go
Benefits
- Stock options offered to all employees
- Unlimited Paid Time Off, plus paid holidays, and parental leave
- Flexible hybrid office/work from home philosophy
- 401(k) program available with 50% match up to 5%
- Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents' premiums
- Long-term and Short-term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi
Company Overview