Job Closed
This listing is no longer active.
The all-in-one Agentic SEO and AI Visibility platform - Get found everywhere people search
Director of Finance
Location
United States
Posted
50 days ago
Salary
$150K - $200K / year
Seniority
Lead
No structured requirement data.
Job Description
Director of Finance
Search Atlas
Director of Finance Location: Remote (US) | Reports to: Manick Bhan, CEO Note - if located in San Francisco, some in-person work may be required. If located outside of San Francisco, this role is fully remote. About Search Atlas Group Search Atlas Group is a bootstrapped, profitable SaaS company and the pioneer of agentic marketing — AI systems that don't just analyze data, they act autonomously on behalf of marketers at scale. From our headquarters in San Francisco, we serve Fortune 500 companies and growth-stage businesses alike, delivering enterprise-grade reliability across terabytes of search data. We've grown to $32M ARR without venture funding, and we're building toward $100M+ by doing more with less: smarter systems, leaner teams, and a relentless focus on outcomes over optics. If you want to work somewhere that moves fast, builds things that matter, and treats its people like adults, this is it. The Opportunity: The Financial Architect of a Company Built to Last Search Atlas has reached the stage where financial leadership isn't just about keeping the books clean — it's about building the infrastructure to support a company that could go public, get acquired, or acquire others. We've done $32M ARR without outside capital, which means every dollar has been earned, not raised. That discipline is in our DNA, and we need a Director of Finance who shares it. This role owns the full financial picture and is responsible for turning raw financial data into clear, actionable intelligence for leadership. You'll inherit a lean but functional finance operation and be expected to modernize it: tightening our QuickBooks processes, building reporting infrastructure, and introducing AI-native workflows that give us a faster, more accurate view of the business. Critically, you won't be waiting on a data team to surface insights. You'll pull the data yourself, build the models yourself, and arrive at leadership meetings with answers — not requests. This is not a traditional finance role. We expect you to be actively fluent in Claude Code and AI tooling — it is a core part of how this role operates day to day, not a nice-to-have. Over time, this role grows into a true strategic seat at the table — advising on M&A, supporting fundraising efforts, and helping shape how we deploy capital as we scale toward $100M and beyond. Your Director of Finance Reality You're stepping into a profitable, fast-moving company with strong fundamentals and financial processes that are ready to be taken to the next level. This is a build-and-run role — you'll be improving systems while operating them at the same time. Day-to-Day Work - Own end-of-month P&L reporting across all internal business entities and teams - Audit and improve accounting classification logic (QuickBooks) to ensure accuracy, consistency, and adherence to best practices - Coordinate with the bookkeeping function to ensure statements are uploaded, third-party expenses are properly classified, and all accounts are reconciled monthly - Collaborate with finance ops to keep transaction classifications current and up to date - Manage payments to publishers, vendors, and contractors - Partner with department leads to add relevant context and notes to financial reports - Advise on cost-reduction strategies, commission structures, and team expense management - Proactively identify and recommend additional financial reports and KPIs worth monitoring - Use AI tools — especially Claude Code — to independently build financial models, automate reporting workflows, and extract insights from large datasets without relying on a data team - Continuously evaluate and improve financial processes and workflows - Support M&A diligence and analysis to expand the company's portfolio - Assist in preparation for a future funding round, IPO, or acquisition Key Tools QuickBooks, Claude Code, Claude, Excel/Google Sheets, data analytics platforms, PayPal, and any financial intelligence tooling you bring to the role Team & Partners You'll report directly to the CEO and work closely with our Finance team and department leads across the business Domain Context SaaS, multi-entity accounting, bootstrapped growth, AI-native operations Scale $32M ARR, three business entities, remote-first team, global contractor and publisher network Who You Are - 6+ years in finance, with 2+ years in a Director of Finance, VP Finance, or senior finance leadership role - Proven track record of owning P&L reporting and financial operations across multiple entities - Experience supporting a fundraising round, IPO preparation, or M&A process - A true data self-starter — you don't wait for a data team to hand you reports. You know how to get the data you need, build the models, and surface the insight yourself - Deeply fluent in AI tools — you actively use Claude Code, Claude, or equivalent tools to perform financial and data analysis in your day-to-day work. This is a hard requirement; please speak to it specifically in your application - Strong data analytics skills — you can build complex models, interpret large datasets, and generate business intelligence independently - Deep familiarity with QuickBooks and multi-entity accounting best practices - Experience with SaaS metrics (ARR, NRR, churn) - A communicator who can translate financial complexity into clear narratives for non-finance stakeholders - Self-directed, process-oriented, and comfortable operating in a lean, fast-moving environment - Bonus: Familiarity with publisher/affiliate payment operations, prior work at a bootstrapped company What This Role Is Not - A role where you delegate data work and wait for reports — you're the one building the models and running the analysis - A traditional finance role focused only on compliance and reporting — you're a strategic operator who uses AI and data as force multipliers - A role for someone who needs a fully built infrastructure to be effective — you'll be building and running at the same time - A role for someone who treats AI tools as optional — Claude Code proficiency is expected from day one Compensation - Base Salary: $150,000–$200,000 USD annually, commensurate with experience - Equity: Yes — details discussed during the offer stage Benefits - Fully covered health, dental & vision insurance - Unlimited PTO - Paid parental leave - Personal development budget - LASIK eye surgery benefit - Pet health insurance - 401(k) retirement plan Recruitment Process - Intro call with Recruiter - Skills assessment — financial analysis and AI tool fluency (including Claude Code) - Deep-dive interview with Manick Bhan, CEO - Offer extension Search Atlas Group is an equal opportunity employer. We are committed to building a diverse and inclusive team and welcome applicants of all backgrounds, identities, and experiences. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Company Description Experian is a global company in data services, helping organizations and consumers manage risk and make informed decisions. We empower individuals and businesses at important life moments, from purchasing a home to expanding customer bases. With over 125 years of experience, we specialize in data gathering, analysis, and fraud prevention. Our 21,700 employees across 30 countries are dedicated to innovation and creating opportunities for a better tomorrow. Recently ranked the fifth-best company to work for in Costa Rica, we prioritize inclusive culture, employee well-being, and career development. Join us at www.experian.com/careers to be part of our team. Job Description Summary As an FP&A Supervisor, you will lead financial performance for main teams, overseeing revenue, forecast accuracy, and process improvements. Managing a team of 3-8 individuals, you'll ensure deliverables while maintaining governance and control. You'll also improve through Lean and RPA methodologies, redesigning status reporting, escalating risks, and solving challenges. You will build relationships to stay aligned with business changes and projects, with a direct report to the FP&A Manager. Main Responsibilities - FP&A: Own FP&A processes (revenue emphasis) such as month-end closing, support monthly forecasting, and collaboration with FSD – Finance Directors, Managers on annual Budgeting and Long-Range Planning. Provide ad hoc financial analysis/support. - Collaboration: Partner with senior leaders in product, sales, strategic pricing, billing, and other teams to evaluate opportunities and to support revenue reporting/forecasting. - Enhance Insights/Analytics: Analyze product financial data and partner with product and sales leaders to identify enhanced reporting dashboards to create enhanced insights/improve forecasting and reporting accuracy and processes (e.g. applying Salesforce, Tableau). - Continuous Improvement: Identify opportunities for improvement in revenue analysis and reporting processes, promote process improvements, and standardize financial reporting and analysis models. - Leadership: Lead teams of 3-8 individuals supporting multiple teams throughout the P&L. Overseeing Day to day of their deliverables. Set right Indicators to measure accomplishment. Qualifications - Educational Background: Batchelor's degree in Finance, Economics, Accounting. Master degree or CPA as an ideal. - Advanced English level. - Professional Experience: 8+ years of progressive finance experience, including month-end processes, forecasting, reporting modeling, GL and budget management. Experienced in supporting finance professionals with customer service skills. - Proficiency in Excel (can perform complex functions) and familiar with financial systems and tools such as Oracle, OBIEE, Tableau, Salesforce, Hyperion Planning/Essbase and SmartView. - Analytical and Accounting Proficiency: Experience in financial reporting, account reconciliation, working in large datasets, and P&L analysis with knowledge of accounting principles. - Presentation Competence: Experience communicating analytical findings for a range of different audiences being able to work with all organizational levels, including senior leaders. - Availability to support US Pacific Time zone business hours. Additional Information - Benefits/Perks: Our benefits include: Medical, life and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Education Reimbursement, Family Bonding, Bereavement Leave, Referral Program, and more. - This is a fully remote job opportunity. #LI-Remote - Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, engagement, collaboration, wellness, reward & recognition, volunteering... the list goes on. Experian's people first approach is award-winning; Great Place To Work™ in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work (globally 4.4 Stars) to name a few. Check out Experian Life on social or our Careers Site to understand why. Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. - Employee Status: Regular - Role Type: Hybrid - Department: Finance - Schedule: Full Time - Shift: Day Shift
• Drive margin expansion and operational leverage: Identify cost inefficiencies across the P&L, analyze project profitability, optimize resource allocation, and surface actionable opportunities to improve financial performance across all revenue streams and delivery models. • Own financial reporting with speed and precision: Ensure invoices are accurate and timely, produce management dashboards and financial statements that are fast and reliable, and proactively keep the executive team informed without waiting to be asked. • Lead financial planning and forecasting: Own the annual budgeting process, rolling forecasts, cash flow management, and financial modeling across project delivery cycles, product roadmaps, MVP launches, and legacy modernizations. • Streamline and strengthen the finance function: Build internal controls, clean up processes, and establish an operating model built for speed and accountability. • Embed AI fluency and systems thinking: Actively leverage AI tools to improve the accuracy, speed, and depth of financial analysis and reporting. Partner with engineering to evolve internal financial systems as part of Space Inch’s broader AI-driven transformation. • Provide strategic financial guidance to non-finance leaders: Translate complex financial data into clear, actionable insights for product, design, and engineering leadership to support agile decision-making, selective project intake, and high-quality commitments. • Manage liquidity and evaluate investments: Oversee cash flow, evaluate capital expenditure decisions, and drive ROI analysis for AI/UX initiatives, engineering resources, and technology investments. • Ensure compliance and risk management: Maintain adherence to relevant financial regulations, accounting standards, and best practices (including those applicable to NAICS 541511 custom software development) with robust internal controls. • Participate actively in executive decision-making: Contribute to management meetings, present financial updates with clarity and confidence, and engage in high-level strategic planning with the executive team and board.
Financial Services Sales Specialist
NTT DATA Americas, Inc.NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. One of the world's leading AI and digital infrastructure providers. Experts in more than 50 countries. Access to a robust ecosystem of innovation centers and partners. Part of NTT Group, investing over $3 billion each year in R&D.
Req ID: 360478 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Financial Services Sales Specialist to join our team in New York, New York (US-NY), United States (US). About NTT DATA Banking & Financial Services: At NTT DATA, we believe that growth and innovation are essential for all Banking & Financial Services firms. However, relentless compliance, operational, and risk pressures can often hinder progress. Our BFS practices leverage deep industry expertise in areas such as Banking & Financial Services Advisory Consulting, Customer Centric Banking, Data & Intelligence, Digital Banking Transformation & Modernization, Digital Technology Consulting, and IT & Digital Operations. We provide the insights, solutions, and business outcomes our customers need to succeed across all lines of their enterprise. We work to reduce IT complexity and help integrate business strategy with enabling value-add technologies, solutions, and process optimization to produce targeted business outcomes. The Banking/Financial Services Sales Director will play a high-visibility and high-impact role in identifying and pursuing new business opportunities within these verticals. You will drive results by leading market and client acceptance across the complete NTT DATA Services portfolio, including Applications, Business Process Outsourcing, Advisory Consulting, Digital Transformation & Modernization, Infrastructure, Cloud, & Security. This is a highly collaborative role, working closely with customer business sponsors and key internal NTT DATA subject matter experts to lead deal pursuits focused on delivering value-add solutions and key business outcomes. We are looking for someone with an entrepreneurial "run it like you own it" approach to demonstrate NTT DATA's ability to provide value-add offerings that achieve clients' targeted business outcomes. This is an excellent opportunity for individuals with a successful IT sales pedigree to play a significant role in our continued growth, with great upside earning potential. Key Responsibilities: - Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets. - Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings. - Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead. - Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for offering specific solutions within new logos and specific target current accounts. - Employ an “offerings” focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients. - Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships. - Maintain a track record of achieving sales quotas/targets in one or more of the following: TCV, Revenue, or Gross Margin. Qualifications: - 12 years of overall experience in information technology, technology solutions, and/or consulting-related services. - 7+ years of experience in a new business development role with success in signing new logos. - 5+ years selling into Banks and Financial Services companies. - Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role. - Successful sales experience exceeding annual quotas of $8 million+ TCV. - Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain. - Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc. - Bachelor's degree. - Ability to travel 40% of the time. Why NTT DATA? Join us and be part of a team that is driving innovation and transformation in the Banking & Financial Services industry. We offer a dynamic work environment, opportunities for professional growth, and a chance to make a significant impact on our clients' success. Apply Now: If you are a driven sales professional with a passion for technology and a track record of success, we want to hear from you. Apply today and take the next step in your career with NTT DATA. #BFSSales About NTT DATA NTT DATA is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients’ long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $131,625. – 268,125. This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on a number of factors, including the candidate’s actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life and AD&D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.
Building Location: Fargo Distribution Serv Center Department: 1006100 PATIENT FINANCIAL SVCS - EH SS Job Description: Responsible for managing and resolving high volumes of accounts for services provided by Essentia Health. Acts as the primary contact or liaison for patients to discuss outstanding statements and resolve inquiries in a timely manner. Provides efficient and accurate support for insurance, coding, registration, financial assistance and other billing related issues to resolve outstanding patient accounts. Provides financial assistance via face-to-face communication and over the telephone using automated phone technology. Performs routine account analysis to evaluate, develop and implement action plans with patients to resolve financial responsibilities. Position requires follow-up with delinquent accounts and payment plans, collection of patient accounts, and may include telephone contact or follow-up on collections with letters. Position may handle incoming patient mail with the potential to respond to inquiries via written communication. Experience with handling cash payments, self-pay collections and exceptional customer service skills are required. In addition, knowledge of utilizing office equipment such as computers, software applications, printer, FAX, copier, and billing programs is required. Work Experience: Experience preferred in customer service, call center and/or collections. Education Qualifications: No educational requirement Licensure/Certification Qualifications: FTE: 1 Possible Remote/Hybrid Option: Remote Shift Rotation: Day Rotation (United States of America) Shift Start Time: Shift End Time: Weekends: Holidays: No Call Obligation: No Union: Union Posting Deadline: Compensation Range: $18.71 - $28.07 Employee Benefits at Essentia Health: At Essentia Health, we’re committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs. We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest in your professional development through training, tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary. For full details, refer to your benefit summary or contact our HR Service Center at (218) 576-0000.
