Senior Director of Finance, Instabase
Automation platform for unstructured data
Be an early applicant
Automation platform for unstructured data
201-500 employees
Be an early applicant
201-500 employees
Company mission
To build tools that will help people and organizations solve important problems, make discoveries, and create new breakthroughs.
Role
Who you are
- Bachelor’s degree in Accounting, Finance, or a related field; CPA and/or MBA preferred
- 10+ years of progressive experience in finance roles, with at least 3-5 years in a leadership position overseeing accounting and FP&A functions
- Proven experience in a high-growth technology or SaaS company is highly desirable
- Deep expertise in GAAP and strong technical accounting skills
- Exceptional financial modeling, analytical, and problem-solving abilities
- Demonstrated ability to develop and implement financial strategies that drive business results
- Strong leadership and team management skills, with a track record of building and developing high-performing teams
- Excellent communication and interpersonal skills, with the ability to effectively partner with and influence stakeholders at all levels of the organization
- Proficiency with financial systems (e.g., NetSuite, Adaptive Planning, Anaplan) and advanced Excel skills
- Ability to thrive in a fast-paced, dynamic, and evolving environment
What the job involves
- Instabase is seeking a highly strategic and experienced Senior Director of Finance to lead our financial operations, planning, and strategic initiatives. This critical role will oversee our Accounting, Financial Planning & Analysis (FP&A), and financial Strategy functions, playing a pivotal role in scaling our financial infrastructure, driving financial performance, and providing strategic insights to the executive leadership team
- The ideal candidate is a hands-on leader with a strong technical accounting background, exceptional analytical skills, and a proven track record of partnering with business leaders to drive growth and operational excellence in a dynamic, high-growth technology environment
- Accounting & Compliance:
- Oversee all aspects of the company’s accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and tax
- Ensure timely and accurate preparation of financial statements in accordance with GAAP
- Manage the month-end and year-end close processes, ensuring efficiency and accuracy
- Develop, implement, and maintain robust internal controls and accounting policies to safeguard company assets and ensure compliance
- Lead audit processes and manage relationships with external auditors
- Ensure compliance with all relevant financial regulations and reporting requirements
- Financial Planning & Analysis (FP&A):
- Lead the annual budgeting, quarterly forecasting, and long-range planning processes
- Develop and maintain sophisticated financial models to support strategic decision-making, scenario planning, and business growth initiatives
- Conduct in-depth financial analysis, including variance analysis, trend analysis, and performance metrics, providing actionable insights to executive leadership and department heads
- Drive continuous improvement in FP&A processes, tools, and reporting to enhance efficiency and effectiveness
- Partner closely with sales, marketing, product, and engineering teams to understand business drivers and translate them into financial plans and forecasts
- Financial Strategy & Business Partnership:
- Act as a key strategic partner to the CEO, CFO, and other executive leaders, providing financial expertise and guidance on critical business initiatives
- Develop and execute financial strategies that support the company’s growth objectives, including capital allocation, pricing strategies, and investment analysis
- Evaluate potential M&A opportunities, conduct due diligence, and support integration efforts from a financial perspective
- Provide insightful reporting and presentations to the Board of Directors and investors
- Identify opportunities for operational efficiency and cost optimization across the organization
- Lead and mentor a high-performing finance team, fostering a culture of accountability, continuous learning, and professional development
Our take
Instabase is a platform for businesses to build customisable apps for automating different parts of their business.
For example, a bank can quickly build an app that can automatically verify customer income in a fraction of a second by combing through documents such as camera pictures or scans of payslips, tax documents, bank statements, and other similar documents submitted by the customer.
The platform comes equipped with the tools for reading documents, data extraction and classification, natural language processing, and optical character recognition. It's designed to enable creators, developers, and organizations to quickly build complex business applications based on their needs.
Instabase also offers an app store, a growing marketplace of pre-packaged business apps for different industries, such as Income Verification, Adverse Media Analysis, Identity Verification, Trade Finance, Contract Analysis, and Financial Spreading.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Jan 2025
$100m
SERIES D
Jun 2023
$45m
SERIES C
Total funding: $277.1m
Company benefits
- We marry the benefits of moving fast at a scaling startup with the stability of larger corporations. Instabase pays 100% of top tier employee medical, dental, vision plans and takes care of dependents. Instabase also offers an FSA company match
- Instabase believes in investing in you and your future by providing a company 401(k) match and financial planning resources
- Every Instabaser is eligible for paid time off to care for their newborn or adopted child. We’ve also teamed up with Carrot Fertility to help support every Instabaser on their family forming journey
- At Instabase, we believe in providing employees the ability to rest, reflect, and recharge through unlimited paid time off and holidays
- Instabase believes in providing access to resources that allow you to grow in your role and career
- From home office setups to meal and Wi-Fi reimbursements, Instabase provides perks and resources that help you do your best work
Company HQ
Financial District, San Francisco, CA
Leadership
Anant Bhardwaj
(CEO)Previously worked in research for 3 years at MIT and also interned at Google.
Salary benchmarks
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