Head of Finance

## About Fello: Fello is a profitable, hyper-growth, VC-backed B2B SaaS company building the agentic real estate platform of the future. Our platform combines data intelligence, marketing automation, and conversational AI to help real estate teams engage smarter and scale faster. At the center of it is Felix, our AI teammate, which takes real work off a team's plate — running follow-up across calls, texts, and emails today, with more of the team's day-to-day work coming next. We're not another tool in the stack. We're the system that powers it — learning, adapting, and executing in real time so teams can focus on growth, not guesswork. If you're excited about building an AI product that's changing how an entire industry works, you'll fit right in. ## ## About The Role**:** This is a hands-on finance leadership role, and we mean that literally. You will own the entire finance function — the monthly close, GAAP compliance, revenue recognition, tax, reporting, and audit readiness — and you will do the work yourself, with AI leverage and a fractional CFO alongside you, not a team beneath you. Think of it as 50% controller, 50% strategic finance — with the controller half earning you the strategic half. Our President owns financial strategy today and is looking for a partner with the aptitude and hunger to take on more of it over time. The fastest way to earn that scope is to make the fundamentals bulletproof: books that close fast and clean, numbers no one questions, and a finance function that is audit- and diligence-ready at all times. If you want to direct from a distance, this is not your role. If you have run finance before — or been the clear #2 who did all the real work — and you want end-to-end ownership at a company moving fast, keep reading. ## You Will**:** **Own the close and accounting operations** - Run the monthly, quarterly, and annual close end-to-end — accruals, reconciliations, journal entries, flux analysis — with speed and accuracy as the standard. - Maintain full GAAP compliance and drive continuous audit readiness, including coordination with external auditors. - Own day-to-day accounting operations: AP/AR, payroll coordination, expense management (Ramp), and banking. - Design and maintain automated workflows between billing and accounting platforms (Stripe, Chargebee, QuickBooks), reducing manual reconciliation and improving accuracy. - Develop accounting policies, technical accounting documentation, and process documentation that ensures the finance function can withstand an external audit or third-party diligence without disruption. **Own revenue recognition and SaaS metrics** - Own revenue recognition under ASC 606 across subscription, usage-based, and hybrid pricing models. - Maintain defensible, documented definitions of ARR, NRR, GRR, and churn — reconciled between billing systems, the GL, and our BI reporting — so every number holds up to outside scrutiny. - Produce the monthly reporting package: financials, SaaS metrics, variance analysis, and departmental spend. **Own tax and compliance** - Own all tax-related responsibilities, including sales tax compliance via Anrok, federal and state filings coordination, and strategic tax planning. - Ensure alignment with banking, insurance, and regulatory requirements; manage documentation and reporting obligations. - Review and strengthen internal controls as the company scales. **Keep us diligence-ready at all times** - Build and maintain a comprehensive financial data room — organized, current, and accurate — supporting audits, board reporting, fundraising, and strategic reviews at any moment. - Streamline reporting workflows so key documents, models, and disclosures are always board- and investor-ready. - Elevate the finance function from founder-grade to institutional-grade by improving reporting quality, documentation, controls, and financial discipline without sacrificing the speed required in a high-growth business. **Grow into strategic finance** - P…