Job Description

Overview

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.

At Instabase, we offer a consumption-based pricing model and a customer-centric approach to deliver AI-driven insights. Our offices are in San Francisco, New York, London and Bengaluru, and we are a global company focused on turning unstructured data into actionable insights for our clients.

What You Will Do

Accounting & Compliance:

• Oversee all aspects of the companys 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 companys 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.

What You Bring:

• Bachelors 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.

Instabase is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, protected veteran status, or disability status. We encourage you to apply if you believe you can do the job and are a good match.

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