Director of Finance

About the role

Barti is a venture-backed company building artificial intelligence software designed to modernize operations and clinical documentation within the eye care sector. The organization is looking for its inaugural finance leader to construct the financial infrastructure from the ground up and steer the business through a period of accelerated scaling. This position reports directly to the Chief Operating Officer and serves as a strategic partner to the executive team. The successful candidate will be responsible for translating complex operational data into actionable financial insights that drive sustainable growth. It is a high-impact opportunity to define the financial function at a critical inflection point in the company's trajectory.

Key facts

What you'll do

• Own the end-to-end budgeting, forecasting, and financial planning cycles across the entire organization, ensuring alignment with strategic objectives.
• Architect and maintain sophisticated financial models that inform critical decisions regarding headcount expansion, growth investments, and resource allocation.
• Act as a dedicated finance business partner to leaders across Sales, Product, Engineering, and Customer Success, providing analytical support for departmental decision-making.
• Supervise the full spectrum of financial operations, encompassing accounts payable, accounts receivable, payroll processing, and employee expense management workflows.
• Design and facilitate a rigorous monthly business review cadence to enhance reporting consistency, variance analysis, and organizational accountability.
• Manage relationships with external accounting firms, tax advisors, and audit partners to ensure accurate record-keeping, compliance, and robust internal controls.
• Lead equity grant modeling, cap table management, and compensation planning initiatives to support talent acquisition and retention strategies.
• Conduct deep-dive analyses on go-to-market efficiency, evaluating pricing frameworks, unit economics, and sales commission structures to optimize revenue generation.
• Prepare comprehensive financial packages, narrative decks, and key metric dashboards for board meetings and upcoming fundraising activities.
• Identify and implement scalable systems, tools, and automation opportunities to increase the efficiency and accuracy of the finance function.
• Monitor cash flow dynamics, runway projections, and working capital requirements to safeguard the company's financial health.
• Establish and enforce financial policies, approval hierarchies, and segregation of duties appropriate for a scaling venture-backed entity.

Requirements

• Minimum of six years of progressive experience in finance, strategic finance, or Financial Planning & Analysis (FP&A) roles.
• Proven professional track record operating within high-growth Software-as-a-Service (SaaS) or venture-backed startup environments.
• Demonstrated success building scalable financial processes, controls, and reporting frameworks from inception (zero-to-one build experience).
• Deep expertise in constructing dynamic financial models, rolling forecasts, and detailed headcount planning scenarios.
• Prior experience synthesizing complex financial data and presenting strategic recommendations to executive leadership teams or boards of directors.
• Ability to operate effectively across the full altitude spectrum, from high-level corporate strategy down to daily transactional execution and troubleshooting.
• Strong command of Generally Accepted Accounting Principles (GAAP) and the ability to bridge the gap between statutory accounting and management reporting.
• Exceptional communication skills with the capacity to influence cross-functional stakeholders without direct authority.

Nice to have

• Prior tenure in investment banking, private equity, or management consulting providing a rigorous analytical foundation.
• Direct familiarity with healthcare technology, revenue cycle management, or insurance reimbursement landscapes.
• Experience navigating recurring revenue business models, usage-based pricing, or complex payments ecosystems.
• History of managing the finance workstreams for a priced equity financing round (Series A or later).
• Proficiency with modern FP&A software platforms (e.g., Pigment, Anaplan, Adaptive Insights) beyond spreadsheets.
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation.

Skills & tools

• Financial modeling and scenario planning
• FP&A and budget management
• Equity and compensation modeling
• Board reporting and investor relations
• Operational process design
• SaaS metrics (ARR, NRR, CAC, LTV, Burn Multiple)
• ERP and HRIS integration (e.g., NetSuite, Rippling, BambooHR)
• Cap table management (e.g., Carta, Pulley)
• Data visualization and dashboarding (e.g., Tableau, Looker, Sigma)

Practical notes

• Comprehensive benefits package including medical, dental, and vision insurance coverage for employees and dependents.
• Unlimited paid time off policy encouraging rest and recharge, supplemented by company-observed holidays.
• Annual stipend allocated for professional development, conferences, certifications, or continued education.
• Fully remote work environment with team members distributed across the United States.
• Occasional travel may be required for board meetings, off-sites, or investor engagements.
• Barti operates as an equal opportunity employer committed to building a diverse and inclusive workforce.
• No visa sponsorship is indicated for this role; candidates must possess valid US work authorization.

META

Company: Barti

Title: Director of Finance

Listed

location: United States

Job type: full_time