About the job
Topline Pro is hiring its first Head of Finance to establish and lead the finance function during a key growth phase after Series B funding. This Brooklyn-based role reports directly to the CEO and will shape financial strategy and operations for a company focused on AI-driven products with strong revenue and unit economics.
The Head of Finance will work closely with the CEO and other leaders, influencing capital strategy, building financial systems, and tracking essential metrics. This is a hands-on leadership role with broad organizational impact.
Key Responsibilities
- Direct all aspects of finance, including FP&A, accounting, payroll, treasury, tax, and compliance, working with outsourced accounting partners as needed.
- Select and implement financial systems to support growth and reporting requirements.
- Manage the company’s financial model, annual budgeting, rolling forecasts, and scenario planning.
- Collaborate with the Data team to analyze SaaS and unit economics metrics.
- Work with go-to-market leaders on revenue forecasting, sales capacity planning, and compensation structure.
- Partner with the Product team on pricing, packaging, and unit economics.
- Oversee monthly and quarterly close processes, variance analysis, and operational reviews.
- Manage the financial performance of the embedded payments business, including modeling take rate, processor economics, attach rate, and contribution margin as payment volume grows.
- Develop reporting and risk management strategies to support secure growth in payments.
- Lead financial preparation for future fundraising, including data room setup, modeling, and due diligence responses.
- Prepare board materials with financial statements, KPIs, operational commentary, and narrative.
- Oversee cash management, runway planning, and capital allocation.
Role Location
This position is based in Brooklyn, NY.

