Builder - Finance

ReevoAI
Santa Clara, CA
BUILDER - FINANCE

LOCATION: On-site, SF / Santa Clara (minimum of 2 days in Santa Clara until SF office opens in Q3, then may need to travel 1 day per week to Santa Clara or on as needed basis)

WHAT YOU WILL DO:

  • Develop and manage core operational and financial models, identifying key business drivers and maintaining dynamic forecasts that adapt quickly to changing business conditions.
  • Support annual budgeting, quarterly forecasts, and long-range strategic planning cycles to guide capital allocation and set operational budgets.
  • Apply analytical rigor to evaluate strategic initiatives, establish financial guardrails, and conduct unit economic analyses.
  • Create insightful internal and external reporting, including board presentations, executive summaries, and investor communications, to effectively convey KPIs, business drivers, and performance insights.
  • Conduct detailed variance analyses to highlight trends, surface risks and opportunities, and support data-driven decision-making and drive continuous improvement.
  • Identify and implement process improvements to streamline financial planning, reporting, and forecasting, enhancing efficiency and accuracy.
  • Assist with fundraising, cap table management, and investor relations.
  • Partner cross-functionally with GTM, Data Science, Analytics, Engineering, and other key stakeholders to ensure strategic alignment and financial accountability.
  • Collaborate closely with the external accounting teams to manage month-end close processes, and provide support for G&A functions as needed.

WHAT WE’RE LOOKING FOR:

  • 3-7 years of experience in strategic finance, corporate finance, investment banking, or consulting; preferably in a high-growth SaaS environment
  • Proficiency in SQL, data visualization tools, and familiarity with SaaS financial metrics
  • Strong business judgement, attention to detail, and collaborate effectively as a team player
  • Exceptional written and verbal communication skills; ability to clearly communicate findings and strategic recommendations to both technical and non-technical stakeholders
  • Experience navigating dynamic startup environments, managing multiple priorities, and driving measurable outcomes

ABOUT REEVO:

At Reevo, we're reimagining the entire revenue stack from the ground up, and we're doing it with speed. We're building software that orchestrates every go-to-market motion, enabling B2B teams to operate faster, smarter, and more collaboratively. By combining automation, intelligence, and a radically intuitive interface, we're helping companies unlock new levels of productivity and growth across marketing, sales, ops, and customer success teams.

If you're excited about working on a product that reshapes how revenue teams work and being surrounded by curious, driven teammates, you'll feel right at home here. From day one, you'll get real ownership, real mentorship, and real impact. Our team of 50+ builders has 30 exits under their belt, so you'll be working alongside the best!

Posted 2025-08-07

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