Finance Lead

Rally UXR Inc.

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• Serve as Rally’s first in-house Finance Lead, building the finance function from scratch and serving as the primary financial partner to the CEO and leadership team.
• Own end-to-end financial modeling including forecasting, scenario planning, cohort analysis, fundraising preparation, and unit economics for a high-growth SaaS and AI-native platform.
• Maintain daily visibility into cash flow, burn rate, and runway, holding leadership accountable for capital efficiency and disciplined spending.
• Lead budget construction, departmental spend tracking, and budget vs. actuals reviews, centralizing visibility into SaaS, AI tools, and vendor expenditures.
• Partner directly with Sales to model and optimize GTM metrics: CAC, payback period, cohort NDR, pipeline-to-bookings, and commission structures.
• Own pricing and packaging strategy by building financial models, conducting scenario analysis, and measuring the impact of pricing changes.
• Manage procurement and vendor financial reviews, evaluating cost-effectiveness and negotiating terms for tools and services.
• Build and maintain board-ready, investor-grade financial materials and collaborate with the CEO to craft the fundraising narrative and data room content.
• Design and implement modern financial reporting and close infrastructure using AI-native tools and automation, moving beyond legacy Excel workflows.
• Oversee the outsourced accounting partner, ensuring accuracy and timeliness in AP/AR, payroll, invoicing, and audit preparation.
• Drive financial discipline across the organization by translating complex financial insights into clear, actionable strategic recommendations.
• Operate with high ownership in a remote-first environment, defaulting to async communication and written documentation while participating in periodic in-person team gatherings.
• Embrace an AI-native approach to finance by actively experimenting with and integrating AI tools to improve efficiency, accuracy, and speed in financial operations.
• Work cross-functionally with Engineering, Marketing, Sales, and People teams to align financial strategy with product development, customer acquisition, and talent growth.
• Set the standard for finance at Rally by establishing scalable, transparent, and automated processes that support rapid growth and investor readiness.
• Contribute to company culture by embodying Rally’s customer-driven and high-trust values, using user insights to inform financial decision-making.
• Participate in occasional travel for team on-sites, board meetings, and investor meetings, primarily within the United States.

🎯 Requirements

• 3–8 years of post-undergrad experience in investment banking, private equity, growth equity, venture capital, and/or strategic finance at a high-growth SaaS startup
• Strong modeling fluency: ability to build clean, defensible financial models with proficiency in cohort analysis, unit economics, and scenario planning
• Fluency in SaaS metrics: ARR, NDR, GRR, CAC, payback, magic number, burn multiple, gross margin, and cohort retention
• Hands-on operator’s mindset: actively live in the model, run budgets, and drive decisions—not just produce decks
• Temperament to hold founders and senior leaders accountable on budget, spend, and runway, and to push back when necessary
• Comfort with ambiguity: ability to build the playbook as you go without defined scope or processes

🏖️ Benefits

• Competitive compensation with base salary range of $160,000 – $190,000 USD per year and eligibility for variable compensation (annual bonus and/or equity awards)
• Flexible / unlimited PTO policy
• Medical, dental, and vision insurance
• Parental Leave
• 401(k) retirement plan
• Home office set-up support
• Monthly remote work stipend
• Quarterly in-person team or company gatherings

Skills & Technologies

GitLab

Senior

Remote

$160k-190k

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Rally UXR Inc.

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About Rally UXR Inc.

Rally UXR Inc. provides a research repository and insight platform that helps product teams centralize, analyze and share user-research data. The software ingests notes, recordings and survey results, surfaces patterns with AI tagging, and generates searchable evidence libraries that link findings to business goals. Teams can collaborate on insights, track research impact and maintain compliance standards. Founded in 2019, the company serves technology, finance and healthcare organizations seeking to scale user-centric decision-making across design, product and marketing functions.

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