Finance Manager, DaaS
San Francisco, CA (Hybrid) · New York City · San Francisco · USD 130,000-180,000 · 5-8 years experience · Hybrid · Posted Oct 15, 2026
At a glance
- Experience
- 5-8 years experience
- Workplace
- Hybrid
- Location
- San Francisco, CA (Hybrid) · New York City · San Francisco
- Salary
- USD 130,000-180,000
About the role
- The DaaS Finance Manager is a critical partner to the DaaS business, responsible for driving financial insights that inform decision-making regarding pricing, delivery costs, and revenue forecasting.
- This role bridges the gap between finance and operations, working closely with Sales, Delivery Ops, and RevOps to ensure financial rigor and accurate modeling as the company scales.
Responsibilities
- Maintain the DaaS revenue model, including bookings, acceptance-based revenue, and ARR by deal.
- Partner with RevOps on weekly revenue and ARR forecasting and lead the weekly forecast summary for leadership.
- Reconcile field forecasts with deal-by-deal finance views to quantify coverage and risks.
- Build bridges and variance analysis for quarterly and annual planning, including revenue, COGS, and margin.
- Maintain the delivery capacity model, covering utilization, project mix, and headcount per project.
- Translate the bookings pipeline into staffing demand and lead regular capacity planning reviews.
- Review deal models and pricing templates to ensure accuracy and target margins.
- Analyze customer and product profitability to inform investment and pricing strategies.
- Automate recurring models and drive process improvements to shorten cycle times.
- Support board and investor content for the DaaS business.
Requirements
- 5–8 years of experience in FP&A, product or business finance, deal desk, or strategic finance.
- At least 2 years of experience at a high-growth tech company.
- Hands-on ownership of a revenue forecast and a unit-economics or pricing model.
- Fluency in gross margin vs. contribution margin, cost-to-serve, and pricing/discounting mechanics.
- Experience with services or labor-based delivery economics, including utilization and contractor mix.
- Expert spreadsheet modeling skills (Google Sheets/Excel).
- Working knowledge of SQL and experience pulling data from CRMs and data warehouses.
- Clear, concise executive communication skills.
- Bachelor's degree in finance, economics, engineering, or a related field.
Preferred qualifications
- Experience in AI/ML, data services, or marketplaces with reusable inventory.
- Familiarity with ARR-style metrics and acceptance-based revenue recognition.
- Experience with board or investor materials, including fundraise data rooms.
- Ability to use AI tools and light scripting (Python) for automation.
- Experience with BI tools like Looker or Tableau.
- Experience with planning tools like Adaptive or Pigment.
- Background at a top consulting, banking, or finance-rotation program.
Workplace
- Hybrid role based in San Francisco, CA or New York City.
Skills
- Google Sheets
- Excel
- SQL
- CRM
- Data Warehouse
- Python
- Looker
- Tableau
- Adaptive
- Pigment
