Director of Finance

TLDR

Lead financial operations, revenue governance, and strategic planning in a high-growth startup, preparing for a trajectory towards broader finance leadership roles.

About Us

At Articul8 AI, we relentlessly pursue excellence and create exceptional AI products that exceed customer expectations. We are a team of dedicated individuals who take pride in our work and strive for greatness in every aspect of our business. We believe in using our advantages to make a positive impact on the world and inspiring others to do the same.

About the Role

We are seeking a highly driven, hands-on Director of Finance to serve as the financial engine of the company during a critical stage of growth. This is not a traditional corporate finance role. This is a builder role.

You will serve as a senior individual contributor within a fast-paced, high-growth startup environment, leading Revenue Operations, Financial Operations, Pricing Strategy, Financial Planning, and financial engagement with investors and the Board of Directors.

You will work closely with executive leadership, commercial and operations teams, and an external finance function. This role demands both strategic perspective and hands-on execution. The right candidate is comfortable navigating ambiguity, makes sound decisions with incomplete information, and maintains rigor while moving at speed.

Success in this role requires strong ownership, decisive judgment, and a results-oriented mindset. You should be proactive in identifying issues, confident in making independent decisions, and committed to maintaining high standards of accuracy and discipline.

As there is no large internal finance team, you must be effective at driving outcomes through influence, well-designed processes, and collaboration with external partners. The ability to lead cross-functionally without formal authority is essential.

For a high-performing individual, this role offers a clear trajectory into broader finance leadership — such as Head of Finance or VP of Finance — based on demonstrated impact and results, particularly as Articul8 continues to scale.

Key Responsibilities

1. Revenue Operations (RevOps)

Revenue Governance & Accuracy

  • Own end-to-end revenue tracking across customers, contracts, usage-based models, and enterprise agreements

  • Ensure proper revenue recognition in coordination with external accounting partners

  • Partner with Commercial and Customer Success to track bookings, ARR, renewals, expansions, and churn

  • Maintain clean reporting across pipeline → bookings → invoicing → collections

Billing & Invoicing Discipline

  • Oversee timely and accurate invoice generation

  • Ensure contract terms (milestones, usage thresholds, payment schedules) are reflected correctly

  • Improve cross-functional alignment between Sales, Legal, and Finance

Cash Collections & Working Capital Management

  • Own accounts receivable strategy and cash collection cadence

  • Drive structured collection processes to reduce DSO

  • Provide weekly visibility into collections and liquidity

  • Partner with commercial teams to proactively manage at-risk accounts

Revenue Analytics

  • Build dashboards tracking:

    • ARR / MRR

    • Revenue by vertical / geography

    • Payment cycle performance

  • Provide actionable insights into pricing and monetization strategies

2. Pricing Strategy & Contract Structuring

Novel Pricing Methodologies

  • Develop and evaluate innovative pricing models, including:

    • Agent-based pricing

    • Usage-based pricing

    • Platform + services hybrid models

    • Outcome-based pricing structures

    • Tiered enterprise licensing models

    • Sovereign or deployment-based pricing frameworks

  • Model margin implications of each pricing structure

  • Ensure pricing aligns with gross margin targets and long-term financial strategy

Commercial Deal Structuring

  • Actively participate in structuring large enterprise contracts

  • Partner with Sales and Legal to:

    • Define pricing architecture

    • Model revenue and margin impact

    • Optimize payment terms and cash flow

    • Assess discounting discipline

  • Ensure contract structures support predictable revenue and scalable collections

Pricing Governance

  • Establish discount approval frameworks

  • Build pricing guidelines and guardrails

  • Monitor pricing realization vs. modeled expectations

  • Analyze customer-level profitability

3. Financial Operations (FinOps)

Financial Infrastructure & Controls

  • Oversee monthly close with external finance and accounting partners

  • Ensure GAAP compliance and audit readiness

  • Maintain strong financial controls and documentation standards

Budgeting & Forecasting

  • Lead annual budgeting and rolling forecasts (12–24 months)

  • Provide variance analysis and performance reporting

  • Partner with Articul8 leadership to ensure financial discipline

Cash Flow & Runway Management

  • Maintain short- and long-term cash forecasting models

  • Scenario plan around revenue growth and fundraising timelines

  • Ensure leadership and board have clear visibility into runway

Vendor & Cost Management

  • Review major vendor agreements

  • Implement cost efficiency initiatives

  • Track burn multiple and capital efficiency metrics

Reporting

  • Improve reporting and financial workflows

  • Coordinate closely with external finance team to ensure timely and accurate reporting

4. Financial Strategy

Strategic Financial Planning

  • Develop multi-year financial models aligned with company growth strategy

  • Model expansion scenarios across verticals, geographies and deployments

  • Support pricing and margin optimization strategy

Unit Economics & Performance Metrics

  • Define and track key enterprise SaaS and AI metrics:

    • Gross margins

    • CAC / payback

    • LTV

    • Burn multiple

  • · Provide executive-level insights to inform strategic decisions

Capital Allocation

  • Evaluate trade-offs across R&D, GTM, partnerships, and infrastructure

  • Support evaluation of strategic initiatives and partnerships from a financial perspective

5. Investor & Board Support (Critical Component of Role)

Given Articul8’s active fundraising and venture-backed structure, this role will serve as a key financial interface for both investors and the Board of Directors.

Board Reporting & Governance

  • Prepare quarterly Board financial packages

  • Develop clear KPI dashboards for Board review

  • Present financial performance summaries and variance analyses

  • Provide runway, liquidity, and capital planning visibility

  • Support board-level discussions around capital allocation and financial risk

Investor Reporting & Fundraising Support

  • Maintain and refine fundraising financial models

  • Prepare financial materials for investor meetings

  • Manage financial diligence materials within the data room

  • Coordinate responses to investor diligence requests

  • Ensure consistency and accuracy across all shared financial information

Governance

  • Support implementation of board-level financial governance standards

  • Assist with audit preparation and compliance processes

  • Ensure financial reporting is institutional-grade as the company scales

Ideal Candidate Requirements

Experience & Background

  • 8–12+ years of progressive experience in finance, preferably within venture-backed or high-growth technology companies

  • Strong experience in Revenue Operations, cash collections, and working capital management

  • Demonstrated ownership of financial planning, forecasting, and budgeting processes

  • Experience supporting Board of Directors reporting and investor communications

  • Direct involvement in fundraising processes (Series A/B/C or later-stage growth rounds preferred)

  • Experience working with external accounting firms, auditors, and finance partners

Technical & Analytical Skills

  • Advanced financial modeling and scenario planning capabilities

  • Strong understanding of SaaS and/or enterprise software unit economics

  • Familiarity with revenue recognition principles (GAAP)

  • Experience building KPI dashboards and executive-ready reporting packages

  • Comfort working with financial systems and reporting tools

Pricing & Commercial Acumen

  • Experience supporting or influencing enterprise pricing strategies

  • Ability to model margin implications across various pricing structures (subscription, usage-based, hybrid models)

  • Strong commercial intuition and understanding of contract structures

Leadership & Operating Style

  • Self-starter with high ownership mentality

  • Comfortable operating independently without a large internal team

  • Thrives in fast-paced, high-accountability startup environments

  • Strong cross-functional collaborator who can influence without formal authority

  • Clear and confident communicator with executive and board presence

  • High standards for accuracy, discipline, and follow-through

What We Offer:

By joining our team, you become part of a community that embraces diversity, inclusiveness, and lifelong learning. We nurture curiosity and creativity, encouraging exploration beyond conventional wisdom. Through mentorship, knowledge exchange, and constructive feedback, we cultivate an environment that supports both personal and professional development.

If you're ready to join a team that's changing the game, apply now to become a part of the Articul8 team. Join us on this adventure and help shape the future of Generative AI in the enterprise.

Articul8 builds innovative AI products designed to elevate the way businesses operate and interact with their customers. Our solutions cater to companies seeking to leverage AI to enhance efficiency and customer satisfaction. What sets us apart is our commitment to exceptional quality and a customer-first approach, ensuring our technology not only meets but exceeds market demands.

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