Head of Finance

Fulcrum is building the AI platform for insurance brokers, aiming to revolutionize an industry that has yet to fully embrace technology. They are seeking a Head of Finance to establish the finance function from scratch, including investor relations, financial strategy, and accounting infrastructure.

Responsibilities:

• Own the investor relationship end-to-end — board materials, quarterly updates, cap table hygiene, and 409A valuations. Be the connective tissue between our financial story and the people who believe in it
• Lead financial preparation for future raises: data room, diligence, financial narrative, and coordination with outside counsel. Partner closely with the CEO to get us across the finish line
• Build and own our financial models, forecasts, and budgets. Fluent in SaaS metrics — ARR, NRR, CAC, LTV — and able to translate them into decisions that shape the company
• Own cash management and burn tracking. Keep leadership informed and ahead of the curve; help us think clearly about capital allocation and headcount
• Establish the accounting processes, controls, and systems to scale — monthly and quarterly close, financial statements, ASC 606 revenue recognition, and audit readiness
• Oversee federal, state, and local obligations including sales tax nexus and R&D tax credits. Know when to go deep yourself and when to bring in outside expertise
• Manage payroll, benefits administration, AP, vendor relationships, and banking — building the operational backbone until we have the team to hand these off
• You start as a team of one. As we grow, you hire and develop the finance team beneath you — and define what great finance talent looks like at Fulcrum