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Head of Finance (AI-native B2B SaaS)

🕒 4 days ago
Financial AnalysisBudgetingForecastingKPI Management

📜 Description

  • Act as a strategic finance partner to C-level and business leaders, providing financial perspective and recommendations.
  • Manage a three-person team covering controlling and accounting, ensuring high-quality financial operations.
  • Own budgeting and forecasting, collaborating with teams to allocate resources effectively.
  • Develop financial reporting around key SaaS metrics to enhance business decision-making.
  • Assess profitability and financial impact of growth initiatives, recommending investment strategies.
  • Identify cost-saving opportunities and implement actions for improved efficiency.

🛠️ Requirements

  • At least 3 years of experience as a Head of Finance or in a similar senior finance role in fast-scaling companies.
  • Strong business partnering experience with upper management, providing financial insights for decisions.
  • Strategic thinking and decision-making skills, able to challenge assumptions and provide clear recommendations.
  • Hands-on mindset with attention to detail and ability to see the bigger picture.
  • Solid experience in budgeting, forecasting, and KPI management.
  • Strong analytical and financial modeling skills.
  • Very good knowledge of cash management and accounting.
  • Good understanding of statutory tax requirements in Poland.
Full job description

Location: Poland, remote

Salary: 30-35k PLN on B2B or 25 - 29k PLN gross on contract of employment (UoP)

Tidio is the customer service platform that aligns AI and people, so businesses can scale without losing trust or the human touch. Our goal is to help entrepreneurs grow by making customer service more efficient while keeping it helpful.

Working at Tidio means impacting thousands of companies and millions of their users. But our clients are not the only ones who can grow with us. By joining Tidio, you can grow, too!

Lyro, one of our flagship AI products, is to customer service what Claude is to AI — a customer service platform that lets teams build, test, and deploy customer service agents anywhere.

A few facts about us:

  • Our product is one of the world's leading AI customer service solutions, and our goal is to become no. 1

  • We are among the Top 50 AI and Customer Service Products in G2’s Best Software Awards 2024.

  • We currently rate at 4.7/5 in both Shopify and G2.

  • Our ML team was among the first in the world to launch an AI agent (Lyro) for customer service!

  • Every month, our widget is viewed by 350 million unique users, which is 4% of the global population.

  • Currently, we hire over 150 fantastic people.

By joining Tidio as Head of Finance, you’ll have the opportunity to shape how finance supports a fast-growing SaaS business — not just keep the numbers in order. You won’t be starting from scratch: our core finance processes are already in place, giving you the space to focus on business partnering, deeper analysis, and helping the company make better decisions. With no CFO in our structure, you’ll be a key finance partner to the business and C-level, turning financial insights into recommendations and helping shape decisions across the company.

You’ll join our six-person Finance & Operations team and directly manage a three-person team covering controlling and accounting, while working closely with the wider organization on budgeting, cash flow, business performance, and strategic initiatives. Reporting directly to our Chief of Staff, you’ll combine hands-on financial expertise with the ability to zoom out, understand the business, challenge assumptions, and advise on what we should do next.

As the Head of Finance, you will:

  • Act as a strategic finance partner to C-level and business leaders, bringing financial perspective to key decisions, challenging assumptions, and turning data into clear recommendations.

  • Manage a three-person team covering controlling and accounting, ensuring high-quality financial operations and clear ownership across the function.

  • Own budgeting and forecasting, working closely with teams across the organization to understand their plans, challenge assumptions, and ensure resources are allocated effectively.

  • Develop financial reporting around key SaaS metrics and use it to help the business understand performance, identify inefficiencies, and make better decisions.

  • Assess the profitability and financial impact of growth and development initiatives, providing recommendations on where and how to invest.

  • Identify cost-saving opportunities and recommend and implement actions to improve cost efficiency, partnering with other teams to drive sustainable improvements.

  • Own cash flow management and FX hedging, including cash flow forecasting, cash operations, and FX risk management.

  • Partner with the Tax Manager on tax-related projects and decisions, contributing financial and business perspective and ensuring tax considerations are properly reflected in broader financial decisions.

  • Maintain accounting structures across the group and optimize them when needed.

  • Oversee the capitalization of intangible assets (WNIP) and ensure it is handled appropriately from an accounting perspective.

Socure

Senior Manager, Financial Analysis

Socure👥 10,000+ employees🏢 Software Development🤝 B2B
🕒 24 days ago

The Senior Manager of Financial Analysis will lead top-line budgeting, forecasting, and strategic planning while providing data-driven insights to enhance financial performance in a high-growth SaaS environment.

Financial ModelingBudgetingForecastingStrategic Planning

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