Remote: Strategic Finance Director for SaaS

About Barti

Barti is a venture-backed startup on a mission to build the future of eye care. We’re building AI-powered software that transforms how practices document care, run their operations, and serve patients. Our goal is to create exceptional user experiences that allow providers to stay focused on delivering high-quality care.

We recently raised our Series A and are growing quickly as hundreds of practices adopt Barti to replace outdated legacy systems. It’s an exciting time to join as we expand into new areas of eye care and continue shaping the future of practice management.

Barti is looking for a strategic and hands-on Director of Finance to help scale the company through its next phase of growth. This role is our first finance hire and will serve as a key business partner to leadership while building the financial infrastructure, planning processes, and operational rigor needed to support a rapidly growing SaaS business.

You will lead financial planning and analysis, improve company-wide visibility into business performance, and support strategic decision-making across hiring, go-to-market investments, pricing, and long-term growth planning.

This role is ideal for someone who enjoys balancing high-level strategy with day-to-day execution in a fast-moving startup environment. The right person is highly analytical, resourceful, collaborative, and comfortable operating in ambiguity.

This role reports directly to the COO.

Your primary responsibility is building a scalable finance function that enables strong decision-making and supports the company’s growth. To do this, you will:

• Own company-wide financial planning, forecasting, and budgeting processes

• Lead annual planning, including headcount modeling, revenue assumptions, and scenario planning

• Build and maintain financial models that support hiring, growth, and operational decision-making

• Partner closely with leadership across Sales, Customer Success, Product, Engineering, and Operations

• Help leadership evaluate investment tradeoffs across headcount, tooling, and strategic initiatives

• Improve visibility into business performance through reporting, forecasting, and financial analysis

• Improve financial operating cadence and reporting consistency across the business

• Establish and lead monthly business reviews

• Strengthen oversight of payroll, accounts payable, accounts receivable, collections, and expense management

• Partner with external accounting and finance vendors to ensure reliable financial operations

• Build scalable processes, controls, and systems that support future growth

• Support equity grant modeling and compensation planning processes

• Act as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives

• Pressure test commission plans and incentive structures across Sales and Customer Success teams

• Improve financial visibility into customer acquisition, retention, and expansion performance

• Support strategic partnership and expansion modeling

• Partner with leadership on board reporting and investor materials

• Improve financial storytelling and executive-level reporting

• Support preparation for future fundraising and long-term capital planning

• Build credibility with external stakeholders including investors, auditors, and banking partners

• 6+ years in finance, FP&A, or strategic finance roles; investment banking or private equity experience is a plus

• Background in high-growth SaaS or investor-backed startup environments

• Exposure to fundraising and financial planning processes

• Strong FP&A, forecasting, and financial modeling capabilities

• Proven ability to build scalable processes and operate effectively in ambiguous environments

• Strong business partnership mindset across Revenue Operations, Sales, Marketing, and Operations

• Ability to evaluate pricing, GTM investments, and compensation or commission structures

• Comfortable operating at both a strategic and hands-on level

• Strong communication, including presenting financial insights to leadership teams or boards

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