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Ivo · 2 days ago

Head of Finance

San Francisco Bay Area

Full-time

Onsite

Director/Executive

7+ years exp

Ivo is a fast-growing AI legal tech company seeking its first Head of Finance to establish and lead the finance function. The role involves overseeing budgeting, planning, forecasting, and strategic financial oversight, while also building a finance team to support the company's growth.

Artificial Intelligence (AI)LegalLegal Tech

H1B Sponsored

Responsibilities

Establish core financial processes, controls, and reporting frameworks appropriate for a rapidly scaling AI company

Hire, manage, and develop finance talent (FP&A, accounting, revenue operations, or other roles as the company scales)

Support the CEO and the leadership team through key operational and financial decisions

Evaluate Ivo’s current financial tech stack and our fractional model and determine the optimal mix of internal vs. external finance resources over the next 12–24 months

Own the annual planning cycle and develop a coherent financial plan aligned with company strategy

Partner with department heads to build and manage budgets, track spend, and forecast outcomes with accuracy and accountability

Create rolling forecasts and scenario models to inform decision-making (e.g., hiring, GTM expansion, pricing, R&D allocation)

Deliver crisp, recurring financial reporting to the CEO, exec team, and Board as needed, including dashboards, commentary, and insights

Lead preparation of board materials, including revenue performance, cost structure analysis, hiring plans, and financial outlooks

Provide proactive insights on business performance, risks, and opportunities as part of leadership and strategic decision-making by the CEO and leadership team

Partner with People Operations and team leads to develop headcount plans aligned with financial targets and hiring velocity

Monitor compensation budgets, bonus and commission planning and calculations, hiring costs, and organizational structure to ensure efficient scaling

Ensure hiring plans are closely connected with revenue, runway, and Ivo’s key metrics

Oversee accounting, month-end close, audit preparation, tax compliance, and cash management (whether executed internally or through external partners)

Implement systems and automation that improve reporting accuracy, financial controls, and data visibility

Manage and own the accounts receivable and accounts payable processes, ensuring we are managing these functions appropriately as a team

Qualification

Finance function leadershipBudgetingForecastingSaaS financial metricsFinancial reportingOperational finance compliancePragmatismTeam managementPresentation skills

Required

7–12+ years of experience at in-house finance teams, ideally with a mix of FP&A, strategic finance, and operating roles in SaaS companies

Experience building finance functions from scratch in high-growth startups

Strong command of key SaaS metrics (ARR, NRR, CAC, LTV, payback, gross margin, cohort analysis, etc.) and how to operationalize them

Ability to work closely with executives and department leads across operations, marketing, GTM and product / engineering, while maintaining independence and financial discipline

Excellent modeling, forecasting, and presentation skills

Pragmatism: you know when to be scrappy and when to introduce structure

Excitement at the prospect of joining a fast-growing company with potential to change the way companies operate their businesses

Benefits

Competitive compensation, equity, and the opportunity to grow into a CFO-track role as the company scales.

We offer relocation assistance and visa/green card sponsorship where applicable.

Comprehensive medical, dental, and vision plans for you and your family.

Company

Ivo

Glassdoor2.4

Ivo provides AI-powered contract review solutions, automating analysis, redlining, and compliance for legal teams.

Founded in 2021

San Francisco, California, USA

51-200 employees

https://www.ivo.ai

H1B Sponsorship

Ivo has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)