Job description

*Hybrid: In-office 3x per week *Full-Time with benefits What You Will Do Clearspeed is redefining risk assessment with AI-powered voice analytics that help organizations clear low-risk individuals faster while flagging the few who warrant closer scrutiny across insurance, government, financial services, and beyond. As the company accelerates toward its next phase of growth, we are building the financial infrastructure to match. This role will lead an internal maturation within the Finance function, moving from foundational department budgets and models to a disciplined, forward-looking planning architecture: consolidated forecasts, spend management frameworks, scenario analyses, and the KPI infrastructure that lets leadership make high-confidence decisions with confidence. If you are energized by building from the ground up, comfortable working closely with a new CFO to define what great looks like, and excited by a company with both commercial and government momentum, this is a rare opportunity to shape the financial operating model of a mission-driven, high-growth technology company. Responsibilities Forecasting, Budgeting & Planning • Financial Model Ownership: Own the development, maintenance and continuous refinement of Clearspeed's financial model. Make it a scalable, driver-based tool that keeps pace as the business and industry evolve. • Annual Budget: Lead the annual budgeting process across departments. Build realistic, data-driven targets that align with company strategy, and give leaders the spend visibility they need to manage to plan. • Revenue & ARR Forecasting: Own the revenue and ARR forecast. Work closely with Sales and business leaders to gather input and keep it accurate and current. • Operating Expense Forecasting: Manage the operating expense forecast. Partner with department leaders to update it regularly and reflect changing business conditions. • Long-Range Planning & Scenarios: Turn strategic priorities into multi-year projections and scenarios for revenue, headcount and investment. Performance Reporting & Board Communications • Monthly Reporting & Variance Insights: Deliver monthly management reporting. Analyze results against budget, forecast and prior periods. Escalate major variances with clear context and recommended actions. • Revenue & ARR Analysis: Analyze Clearspeed's revenue and ARR by segment, product, customer cohort and contract type, across commercial and public sector. Track trends in growth, retention, expansion and churn, including usage-based dynamics. • KPI Frameworks: Define and report the metrics that connect financial outcomes to what drives them across GTM, Product and Operations. • Executive & Board Communications: Work with the CFO and executive team to prepare clear, compelling financial narratives, KPI dashboards, quarterly board materials and investor updates. Strategic Analysis & Business Partnership • Investment & Trade-off Analysis: Analyze returns and trade-offs to help the business efficiently deploy its capital. • Public Sector Planning: Support government and public sector financial planning, including program-level budgeting. Bring a working understanding of how government contracts are structured. • Cross-Functional Partnership: Be a hands-on, responsive finance partner to every part of the business. Model growth initiatives with leaders in Sales, Product and Operations. Systems, Data & Operations • FP&A Tech Stack Ownership: Oversee Clearspeed's FP&A tech stack, including planning, reporting and BI tools. Evaluate and recommend new or replacement technologies as the company's needs change, and lead their implementation. • Accounting Partnership: Work closely with the Accounting team to build seamless processes and handoffs between FP&A and Accounting, and help with the month-end close as needed. • AI Integration & Automation: Use advanced LLMs and AI tools to speed up workflows, automate reporting pipelines, improve forecasting models and flag transaction anomalies. Who You Are You are a sharp, motivated FP&A professional who is energized by rolling up your sleeves and building something from the ground up rather than inheriting a finished process. You are detail-oriented and comfortable in the weeds of a multi-entity consolidation model, but you can also step back and explain what the numbers mean. You thrive in ambiguity, move quickly without sacrificing accuracy, and bring a builder's mindset to process and systems. Requirements • 7+ years of progressive finance experience, including hands-on FP&A at a B2B SaaS or other recurring-revenue company, ideally venture- or growth equity-backed. • Strong grasp of SaaS metrics such as ARR, net revenue retention and churn, with exposure to usage-based or hybrid pricing models. • Proven ability to build and maintain driver-based financial models, forecasts and budgets from the ground up. • Experience preparing board-level materials and working directly with a CFO or executive team. • Advanced Excel/Google Sheets modeling skills. Experience with modern FP&A and BI platforms (e.g., Adaptive, Anaplan, Mosaic or similar) is a plus. • Comfort using AI tools and automation to streamline analysis and reporting. • Strong communication skills, with the ability to turn financial data into clear insights for stakeholders across the business. • Experience with public sector clients or government contracting environments is a strong plus. • Experience with multi-entity, multi-currency financial planning is a plus. • Bachelor's degree in Finance, Accounting, Economics or a related field. • Located in or willing to work regularly from the Greater Washington, DC area. About Clearspeed At Clearspeed, we are driven by a shared commitment to the service of others and a deep belief in the power of our AI-enabled technology to redefine how organizations assess and manage risk. Our fast-growing team spans operations across the US, Canada, and EMEA, united by a mission to enable trust, faster. We are committed to equal opportunity employment and to building a workplace where diverse perspectives, backgrounds, and expertise are welcomed and valued. We encourage individuals of all backgrounds to apply and join us on this journey. Why join us? *Impactful work *Collaborative environment *Work-life balance Our benefits (may vary based on geographical location) *Competitive compensation: salary + performance-based bonuses *Stock options *Unlimited paid time off *Health and wellness coverage Join us at Clearspeed and be a part of our success story. Together, we can make a difference! Salary Description $150,000 - $210,000

Requirements

Must-haves

Hybrid: In-office 3x per week
Full-Time with benefits
Forecasting, Budgeting & Planning
Financial Model Ownership: Own the development, maintenance and continuous refinement of Clearspeed's financial model. Make it a scalable, driver-based tool that keeps pace as the business and industry evolve.
Annual Budget: Lead the annual budgeting process across departments. Build realistic, data-driven targets that align with company strategy, and give leaders the spend visibility they need to manage to plan.
Revenue & ARR Forecasting: Own the revenue and ARR forecast. Work closely with Sales and business leaders to gather input and keep it accurate and current.
Operating Expense Forecasting: Manage the operating expense forecast. Partner with department leaders to update it regularly and reflect changing business conditions.
Long-Range Planning & Scenarios: Turn strategic priorities into multi-year projections and scenarios for revenue, headcount and investment.
Performance Reporting & Board Communications
Monthly Reporting & Variance Insights: Deliver monthly management reporting. Analyze results against budget, forecast and prior periods. Escalate major variances with clear context and recommended actions.
KPI Frameworks: Define and report the metrics that connect financial outcomes to what drives them across GTM, Product and Operations.
Executive & Board Communications: Work with the CFO and executive team to prepare clear, compelling financial narratives, KPI dashboards, quarterly board materials and investor updates.
Strategic Analysis & Business Partnership
Investment & Trade-off Analysis: Analyze returns and trade-offs to help the business efficiently deploy its capital.
Public Sector Planning: Support government and public sector financial planning, including program-level budgeting. Bring a working understanding of how government contracts are structured.
Cross-Functional Partnership: Be a hands-on, responsive finance partner to every part of the business. Model growth initiatives with leaders in Sales, Product and Operations.
Systems, Data & Operations
Accounting Partnership: Work closely with the Accounting team to build seamless processes and handoffs between FP&A and Accounting, and help with the month-end close as needed.
AI Integration & Automation: Use advanced LLMs and AI tools to speed up workflows, automate reporting pipelines, improve forecasting models and flag transaction anomalies.
You are a sharp, motivated FP&A professional who is energized by rolling up your sleeves and building something from the ground up rather than inheriting a finished process.
7+ years of progressive finance experience, including hands-on FP&A at a B2B SaaS or other recurring-revenue company, ideally venture- or growth equity-backed.
Strong grasp of SaaS metrics such as ARR, net revenue retention and churn, with exposure to usage-based or hybrid pricing models.

Nice-to-haves

Advanced Excel/Google Sheets modeling skills. Experience with modern FP&A and BI platforms (e.g., Adaptive, Anaplan, Mosaic or similar) is a plus.
Experience with multi-entity, multi-currency financial planning is a plus.

Application prep

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Keywords to mirror

Platform: paylocity
Effort: medium

Benefits

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Paid Time Off

Wellness