Head of Finance (San Mateo)

About Our Client

Our client is a venture-funded, full-stack payments processor replacing legacy paper workflows with modern, API-driven digital payment solutions and wallet capabilities. Customers range from small businesses that use accounting-software integrations to large financial-services enterprises. Backed by top-tier institutional investors, the company is entering a rapid growth phase and needs an accomplished finance leader to own accounting operations, support fundraising, and shape the strategic narrative.

The Role

Reporting to the Founder / CEO, the Controller / Head of Finance will translate raw financial data into concise insights and board-ready presentations for investors and enterprise customers. You’ll refine accounting infrastructure, ensure GAAP-compliant reporting, and scale processes to support aggressive domestic and international expansion.

Key Responsibilities

• Oversee all accounting operations (GL, AR/AP, revenue recognition, payroll, and tax)

• Prepare timely and accurate monthly, quarterly, and annual financial statements

• Establish and maintain internal controls and accounting policies in compliance with US GAAP

• Manage external audits, tax filings, and relationships with auditors and tax advisors

• Lead implementation and optimization of Accounting & FP&A systems and tools

• Support fundraising, board reporting, and investor relations with accurate financial data

• Partner cross-functionally with Legal, Compliance, Product, and Operations on financial and regulatory matters

• Build and mentor a high-performing accounting team that can support rapid, global growth

Requirements

• 5+ years of progressive accounting experience, including 2+ years in a leadership role

• Prior experience in a high-growth FinTech or SaaS startup (Series A-C preferred)

• Deep knowledge of US GAAP, revenue recognition (ASC 606), consolidations, and multi-entity structures

• Strong background in Accounting & FP&A systems; experience implementing new tools

• Hands-on experience running payroll end-to-end (W-2 processing, payroll taxes, filings)

• Proven success producing investor-grade financial models and presentations

Preferred Skills & Attributes

• Strategic Leadership — Ability to shape culture and operations during hyper-growth

• Fundraising Expertise — Track record guiding companies through Series B/C/D rounds

• Data Storytelling — Transform raw data into compelling narratives for institutional investors

• Investor Relations — Comfortable engaging with venture and strategic investors

• Financial Modeling — Build robust models that inform strategic decision-making

• Growth Mindset — Thrive on building scalable processes in a fast-moving environment

Benefits & Perks

• Comprehensive health, dental, and vision insurance (plus LTD and additional programs)

• 401(k) plan

• Meaningful equity participation

• Catered meals when working from our hub office

• Variable base compensation, performance bonus, and equity (commensurate with experience)

My Client is cultivating a close-knit, high-performance team that values collaboration, ownership, and collective success. If you are driven to build best-in-class finance functions and ready to shape the trajectory of a category-defining payments company, we’d love to meet you.

My Client is an equal-opportunity employer. All employment decisions are based solely on business needs, job requirements, and individual qualifications without regard to race, color, religion, gender, sexual orientation, age, disability, or any other status protected by law.