Director of Finance

Company Description

SalesMail is revolutionizing outbound sales and relationship-building with personalized video messaging — the easiest and most effective way to send branded, trackable videos via email, text, and CRM integrations. Our SaaS platform helps high-performing teams in Senior living, Multifamily Housing, Real Estate, and beyond stand out from the competition, build trust faster, accelerate sales cycles, and book more meetings/tours (customers typically see 2–3 extra meetings per month).

About the Role

We’re looking for a Director of Finance to plan and coordinate accounting functions across our business.

Key Responsibilities

Own financial strategy & planning

• Lead annual budgeting, rolling forecasts, and long-range financial modeling tied to ARR growth, burn, and capital strategy.
• Translate board-level goals into measurable operating targets.

Drive SaaS metrics & performance rigor

• Establish financial policies, procedures, controls, and reporting systems.
• Own reporting on ARR, MRR, GRR, NRR, LTV:CAC, burn multiple, gross margin, and Rule of 40.
• Partner with Sales, Marketing, and Customer Success to improve unit economics and retention.

Board & executive reporting

• Establish financial policies, procedures, controls, and reporting systems.
• Prepare monthly financial packages, KPI dashboards, and cash runway analysis.
• Support board materials and investor updates with clear narrative and insight (not just data).

Cash management & capital planning

• Establish financial policies, procedures, controls, and reporting systems.
• Manage cash forecasting and runway modeling.
• Support fundraising initiatives (data room prep, investor diligence, scenario modeling).
• Evaluate debt, credit facilities, and financing structures.

Accounting oversight & controls

• Establish financial policies, procedures, controls, and reporting systems.
• Manage account receivable functions including check deposits, creation of recurring schedules, customer accounts in accounting software, etc.
• Oversee monthly close, revenue recognition (ASC 606), deferred revenue, and GAAP compliance.
• Strengthen internal controls, audit readiness, and scalable financial processes.

System optimization

• Establish financial policies, procedures, controls, and reporting systems.
• Own financial systems (e.g., billing platform, GL, FP&A tools).
• Improve integrations between billing, CRM, and financial reporting systems.

Cross-functional financial leadership

• Establish financial policies, procedures, controls, and reporting systems.
• Serve as a strategic partner to department heads on hiring plans, comp modeling, and investment ROI.
• Build cost discipline without stifling growth.

Team building

• Establish financial policies, procedures, controls, and reporting systems.
• Recruit and mentor finance and accounting talent as the company scales.
• Build a finance function designed for $X ARR, not just today’s revenue.

Qualifications

Required

• Bachelor’s degree in accounting or finance
• 3-5 years of experience in accounting or finance
• Experience with financial reporting requirements
• Strong communication and presentation skills
• Technology or software industry experience, preferably in SaaS environments
• Experience with QuickBooks is preferred