Finance Lead

🕒 May 20

🗽 New York – Remote

🗽 New York – Remote

💵 $160k - $190k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Rally UXR

WebsiteLinkedInAll Job Openings

11 - 50 employees

💰 Venture Round on 2022-03

Rally is the first User Research CRM to help teams spend less time recruiting and more time talking to their users. Rally streamlines your research process by automating outreach, scheduling, and incentives. Cut out the tedious manual work of recruiting so you can focus on what matters most: doing meaningful research.

📋 Description

• Own daily visibility into cash, burn, and runway, and hold the leadership team accountable to capital efficiency • Build and maintain the financial model end-to-end: forecasting, scenario planning, cohort analysis, fundraising prep, and unit economics • Run budget construction, departmental spend tracking, and budget vs. actuals reviews; centralize visibility into SaaS, AI, and vendor spend • Partner on pricing and packaging — own the modeling, scenario analysis, and impact measurement behind pricing changes • Lead GTM finance work in partnership with Sales: CAC, payback, cohort NDR, pipeline-to-bookings, and commission modeling • Own procurement and vendor financial review; help decide what we pay for tools and where to negotiate • Build board, investor, and fundraising materials and partner with the CEO on narrative • Build the financial reporting and close infrastructure using modern tooling, AI, and automation • Manage the outsourced accounting partner to ensure accuracy and timeliness

🎯 Requirements

• 3–8 years of post-undergrad experience in investment banking, private equity, growth equity, venture capital, and/or strategic finance at a high-growth SaaS startup • Strong modeling fluency: you build clean, defensible financial models and are comfortable with cohort analysis, unit economics, and scenario planning • Fluency in SaaS metrics: ARR, NDR, GRR, CAC, payback, magic number, burn multiple, gross margin, and cohort retention • A hands-on operator's mindset — you live in the model, run the budget, and drive decisions, not just produce decks • The temperament to hold founders and senior leaders accountable on budget, spend, and runway, and to push back when needed • Comfort with ambiguity; you build the playbook as you go and don't need defined scope to be effective • An AI-native approach to finance — modern FP&A stack, automation, and AI tooling, not legacy Excel-only workflows

🏖️ Benefits

• Competitive compensation and meaningful equity • Flexible / unlimited PTO policy • Medical, dental, and vision insurance • Parental Leave • 401(k) retirement plan • Home office set-up support • Monthly remote work stipend • Quarterly in-person team or company gatherings