Director of Finance

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Barti

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

🤝 B2B

🤖 Artificial Intelligence

SaaS • B2B • Artificial Intelligence

<Barti> Barti is an AI-powered electronic health record (EHR) and practice management platform built specifically for eye care practices, including optometrists, ophthalmologists, and opticians. It consolidates scheduling, AI-assisted charting (scribe), messaging, billing, optical and contact lens ordering, and patient intake into a single cloud-based SaaS to reduce administrative clicks, improve workflow efficiency, and increase face time with patients. The product emphasizes HIPAA-compliant security, high uptime, and integration to replace multiple disparate systems.

📋 Description

• Own company-wide financial planning, forecasting, and budgeting processes • Lead annual planning, including headcount modeling, revenue assumptions, and scenario planning • Build and maintain financial models that support hiring, growth, and operational decision-making • Partner closely with leadership across Sales, Customer Success, Product, Engineering, and Operations • Help leadership evaluate investment tradeoffs across headcount, tooling, and strategic initiatives • Improve visibility into business performance through reporting, forecasting, and financial analysis • Improve financial operating cadence and reporting consistency across the business • Establish and lead monthly business reviews • Strengthen oversight of payroll, accounts payable, accounts receivable, collections, and expense management • Partner with external accounting and finance vendors to ensure reliable financial operations • Build scalable processes, controls, and systems that support future growth • Support equity grant modeling and compensation planning processes • Act as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives • Pressure test commission plans and incentive structures across Sales and Customer Success teams • Improve financial visibility into customer acquisition, retention, and expansion performance • Support strategic partnership and expansion modeling • Partner with leadership on board reporting and investor materials • Improve financial storytelling and executive-level reporting • Support preparation for future fundraising and long-term capital planning • Build credibility with external stakeholders including investors, auditors, and banking partners

🎯 Requirements

• 6+ years in finance, FP&A, or strategic finance roles; investment banking or private equity experience is a plus • Background in high-growth SaaS or investor-backed startup environments • Exposure to fundraising and financial planning processes • Strong FP&A, forecasting, and financial modeling capabilities • Proven ability to build scalable processes and operate effectively in ambiguous environments • Strong business partnership mindset across Revenue Operations, Sales, Marketing, and Operations • Ability to evaluate pricing, GTM investments, and compensation or commission structures • Comfortable operating at both a strategic and hands-on level • Strong communication, including presenting financial insights to leadership teams or boards • High attention to detail, strong ownership mentality, and pragmatic problem-solving skills • Familiarity with headcount planning, compensation planning, equity modeling, or board reporting • Healthcare, payments, or recurring revenue business model exposure is a plus

🏖️ Benefits

• Be part of a mission-driven, rapidly scaling company changing the future of eye care • Work remotely from anywhere in the U.S. • Collaborate with a passionate and supportive team • Competitive salary: $180,000 to $215,000 • Equity in a fast-growing startup • Health, vision, and dental benefits • Unlimited PTO • Annual professional development stipend • A high-impact role with room for growth, ownership, and creativity