Finance Lead

Summary

Join Lumos as the Finance Lead and own all financial aspects of the company. You will be responsible for setting annual targets, defining internal processes, contributing to new business initiatives, and collaborating with leadership and the Board of Directors. This role involves managing investor relations, sales finance, strategic finance, finance operations, financial planning and forecasting, and accounting. Lumos offers a remote work culture, competitive compensation, and excellent benefits. The ideal candidate will have extensive experience in finance, particularly within B2B SaaS and fast-paced startup environments. You should be comfortable presenting to executive teams and investors. The company values a strong work ethic and a collaborative spirit.

Requirements

• 8+ years of experience in Finance, with a strong track record of driving impact across both strategic and operational areas
• 4+ years working in B2B SaaS, ideally in fast-paced startup environments where you’ve helped build from the ground up
• Experience owning Sales Finance end-to-end — from setting targets and shaping pricing strategy to partnering with GTM leaders on deal desk support and revenue forecasting
• Comfortable preparing materials and presenting to executive teams and investors — especially in the context of quarterly board meetings
• You’re energized by ambiguity, love building the plane while flying it, and thrive in environments where systems are still being scaled

Responsibilities

• Assist in key Investor Relations functions, such as quarterly Board Meetings reporting and preparation, fundraising, and managing banking relationships
• Work closely with sales leadership to define and measure annualized targets, conduct analyses, support and guide large enterprise deal structuring, and provide quarterly revenue forecasts
• Work cross-functionally to analyze long-term implications of near-term decisions that unlock new potential product and revenue opportunities (ie. new channel forecasts or SKU Pricing) or decrease expenses (ie AWS)
• Not only own and improve current workflows but also identify process opportunities (such as PO purchase, Compensation Reviews, Quota tracking, etc) and build scalable solutions that solve for today’s challenges while building for tomorrow’s
• Own our LT Financial model as well as operational revenue and expense models to guide business decisions and growth. Lead annual finance planning process, forecasting and resource allocations. Conduct quarterly budget v actual reviews with business partners
• Oversee all accounting operational functions including, but not limited to , managing external accounting firm, ensuring timely monthly closes, and managing internal control systems

Preferred Qualifications

FP&A experience is a plus, but not required — we care more about your ability to think across the business and drive decisions with data

Benefits

• Remote work culture (+/-4 hours Pacific Time)
• Medical, Vision, & Dental coverage covered by Lumos
• Company and team bonding trips throughout the year fully covered by Lumos
• Optimal WFH setup to set you up for success
• Unlimited PTO, with minimum time off to make sure you are rested and able to be at your best
• Up to 16 weeks for expecting parents
• Wellness stipend to keep you awesome and healthy
• 401k matching plan