Rally
SaaS
FinanceLead
Neural analysis suggests this role is
optimal for Mid candidates.
“Finance Lead at Rally. Skills: Financial modeling, Forecasting, Scenario planning, Cohort analysis, Unit economics, Budgeting, Spend management, Pricing strategy, GTM finance, Financial reporting, Cash management, Burn rate management, Runway management. Own daily visibility into cash, burn, and runway, and hold the leadership team accountable to capital efficiency. Build and maintain the financial model end-to-end: forecasting, scenario planning, cohort analysis, fundraising prep, and unit econ”
What You'll Achieve.
Build Rally's finance function from the ground up; Bring the rigor that turns finance into a real-time decision-making engine; Own the financial story end-to-end; Drive discipline on cash and spend; Set the standard for what finance looks like at Rally
Industry & Context.
Analytical rigor to the highest-leverage decisions in the company
Occasional travel for team gatherings, board meetings, and investor meetings
What They're Looking For.
Must Have
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, modeling fluency: you build clean, defensible financial models and are comfortable with 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, A hands-on operator's mindset — you live in the model, run the budget, and drive decisions, not just produce decks, The temperament to hold founders and senior leaders accountable on budget, spend, and runway, and to push back when needed, Comfort with you build the playbook as you go and don't need defined scope to be effective, An AI-native approach to finance — modern FP&A stack, automation, and AI tooling, not legacy Excel-only workflows
Nice to Have
In-house experience at a high-growth SaaS or AI-native startup (Series A–C), Direct experience with SaaS pricing and packaging changes, Experience managing procurement and SaaS / AI spend in a high-growth environment, Exposure to fundraising processes (data room prep, model diligence, investor narrative)
What You'll Do.
Own daily visibility into cash
and hold the leadership team accountable to capital efficiency
Build and maintain the financial model end-to-end: forecasting
Run budget construction
departmental spend tracking
and budget vs. actuals centralize visibility into SaaS
Partner on pricing and packaging — own the modeling
and impact measurement behind pricing changes
Lead GTM finance work in partnership with Sales: CAC
and commission modeling
Own procurement and vendor financial help decide what we pay for tools and where to negotiate
and fundraising materials and partner with the CEO on narrative
Build the financial reporting and close infrastructure using modern tooling
Manage the outsourced accounting partner to ensure accuracy and timeliness
How You'll Work.
Team & Collaboration
Partner with CEO and leadership team on major decisions; Partner closely with leaders across Engineering, Marketing, Sales, and People; Partner on pricing and packaging; Partner with Sales on GTM finance work; Partner with the CEO on narrative for board, investor, and fundraising materials
Communication Scope
Turning complex financial analysis into clear strategic recommendations
Full Job Description
Role at a glance What: As Rally's first in-house Finance Lead, you'll be the financial partner to our CEO and leadership team on every major decision — pricing, GTM investment, headcount, vendors, and capital strategy. Impact: You'll build Rally's finance function from the ground up and bring the rigor that turns finance into a real-time decision-making engine. Team: You'll report directly to our CEO and partner closely with leaders across Engineering, Marketing, Sales, and People. Work style: Remote-first within the United States, NYC preferred. Occasional travel for team gatherings, board meetings, and investor meetings. About Rally UXR Rally is the User Research CRM that helps product, design, and research teams talk to their users quickly, safely, and at scale. Our platform automates the unglamorous parts of research—participant recruitment, outreach, screening, scheduling, consent, and incentives—so teams can spend more time learning from customers and less time wrestling with manual workflows. We're now building Rally's next chapter: an AI-native platform that handles the full recruiting lifecycle, end to end. Let’s end manual recruiting! Trusted by teams at Google, Adobe, Figma, GitLab, Webflow, and others. Backed by Y Combinator, Stage 2 Capital, and Canapi Ventures. About the team This is Rally's first dedicated finance hire. You'll be building the function from scratch, reporting directly to our CEO and partnering with the full leadership team. You'll also manage our outsourced accounting partner as a vendor relationship, overseeing AP/AR, payroll, invoicing, and audit prep. We favor small, empowered teams, high ownership, and a tight feedback loop across the business. The opportunity Rally is growing quickly and capital efficiency matters more than ever. We're looking for a hands-on finance partner who can own the financial story end-to-end, drive discipline on cash and spend, and bring analytical rigor to the highest-leverage decisions in the company. Yo
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