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Head of Finance

Who are we?

We're a fast growing early-stage startup providing a gamified SMS marketing platform to restaurants. Our founders have participated in a $21M exit and been through the Y Combinator S22 batch (YC is the world’s top startup accelerator, funding companies such as Reddit, AirBnB, Stripe, Podium, Weave, & DoorDash). Boostly recently raised a $22M Series A, led by PeakSpan Capital. This is not a remote position. This is an in-person role in our Lehi, Utah office.

What will you do?

The Head of Finance will be the financial architect of Boostly, responsible for financial planning, budgeting, accounting, investor reporting, and cash flow management. You’ll bring a mix of strategic thinking and hands-on execution, ensuring we optimize resources while preparing for future fundraising and scale.

  • Financial Strategy & Leadership: Partner with the CEO to develop and execute a financial strategy that supports aggressive growth, profitability, and long-term value creation. As time goes on, build and oversee a team.

  • Budgeting & Forecasting: Oversee the creation and management of annual budgets, multi-year financial forecasts, scenario planning, and cash flow projections to guide resource allocation and investment decisions.

  • Accounting & Reporting: Manage all accounting operations, including month-end close, financial statements, audits, and compliance with GAAP/IFRS standards. Deliver accurate, timely reports to leadership and investors.

  • KPI & Unit Economics Tracking: Develop dashboards to monitor key metrics, ensuring financial efficiency and growth. This will include interfacing with BI tools which require SQL proficiency.

  • Investor Relations: Work closely with the CEO to prepare investor updates, board decks, and key financial insights. Support fundraising efforts (e.g., Series B preparation) by building financial models and preparing due diligence materials.

  • Cash Management: Optimize cash flow, manage departmental cost tracking & efficiency, oversee banking relationships, and implement strategies to extend runway while balancing growth investments.

  • Operational Finance: Collaborate with department heads to align financial goals with operational plans, providing insights on pricing, cost control, and profitability drivers. Own cash flow management, customer billing, and accounts payable/receivable.

  • Systems & Processes: Establish scalable financial systems, tools, and processes to replace manual workflows and improve efficiency.

  • Risk Management & Compliance: Ensure adherence to tax regulations, financial policies, and legal requirements while proactively identifying and mitigating financial risks.


What qualities are we looking for?

  • Experience: 7+ years in finance, with at least 3+ years in a leadership role at a high-growth startup or tech company (Series A/B experience preferred). Proven success scaling finance operations from $3M to $20M in annual revenue.

  • Technical Skills: Deep expertise in budgeting, forecasting, financial modeling, and accounting. Familiarity with SaaS metrics and venture-backed reporting requirements. Proficiency with tools like QuickBooks, Xero, NetSuite, or similar, plus advanced Excel/Google Sheets skills. Strong data analysis skills, including proficiency with SQL, python, and additional development skills will be required for various projects.

  • Strategic Mindset: Ability to translate financial data into actionable business insights and contribute to company-wide strategy as a member of the leadership team.

  • Hands-On Approach: Comfortable rolling up your sleeves to execute day-to-day tasks while building the function—whether it’s reconciling accounts or negotiating vendor contracts.

  • Startup Grit: Thrives in ambiguity, adapts quickly, and brings a problem-solving attitude to a dynamic, resource-constrained environment.

  • Communication: Exceptional ability to distill complex financial concepts for non-finance stakeholders, including the CEO, team leads, and investors.

  • Education: Bachelor’s or Master’s degree in Finance, Accounting, Business, or related field. CPA, MBA, or equivalent is a plus but not required.

What do we offer?

  • Healthcare Premium Contributions

  • Free Unlimited Mental Health & Telehealth

  • Team and company lunches and activities

  • Tons of learning and growth 

Average salary estimate

$150000 / YEARLY (est.)
min
max
$120000K
$180000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Head of Finance, Boostly

Boostly, a fast-growing early-stage startup based in Lehi, is seeking a Head of Finance to join our team. With our innovative gamified SMS marketing platform for restaurants, we're on the rise after a successful $22M Series A funding round led by PeakSpan Capital. In this exciting role, you'll play a crucial part in shaping our financial strategy and driving the company's growth from the ground up. As the Head of Finance, you will be responsible for crafting budgets, managing cash flow, and overseeing all accounting operations while ensuring compliance with financial regulations. Your expertise will empower you to develop strategic financial insights that align with our ambitious goals. You'll partner closely with the CEO to create a robust financial plan that supports our expansion and profitability. Additionally, you'll tap into your extensive experience to manage investor relations and build strong forecasting models that guide our investment decisions. At Boostly, we value hands-on leadership, and your ability to seamlessly blend strategic thinking with execution will be vital as you establish efficient financial systems and processes. If you thrive in a dynamic environment with a startup mentality, and you possess a blend of technical finance skills and a strategic mindset, this is your chance to be a financial leader in a company on the verge of making waves in the industry!

Frequently Asked Questions (FAQs) for Head of Finance Role at Boostly
What are the primary responsibilities of the Head of Finance at Boostly?

As the Head of Finance at Boostly, your main responsibilities will include developing and executing financial strategies, overseeing budgeting and forecasting, managing accounting operations, and ensuring compliance with GAAP/IFRS standards. You'll be working closely with the CEO to prepare investor reports and support fundraising efforts, all while optimizing cash flow and building scalable financial systems.

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What qualifications do I need to apply for the Head of Finance position at Boostly?

To apply for the Head of Finance position at Boostly, candidates should have at least 7 years of finance experience, including 3 years in a leadership role within a high-growth startup or tech company. Familiarity with financial modeling, budgeting, and accounting practices, along with proficiency in tools like QuickBooks or NetSuite, is essential. A Bachelor’s or Master’s degree in Finance, Accounting, or a related field is required.

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How does the Head of Finance contribute to Boostly's growth?

The Head of Finance at Boostly plays a pivotal role in contributing to the company’s growth by developing effective financial strategies that align with our aggressive expansion goals. This includes managing budgets, optimizing cash flow, and providing financial insights that guide operational decisions, ultimately ensuring the organization is equipped for future fundraising and scaling efforts.

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What kind of experience is preferred for the Head of Finance role at Boostly?

Ideal candidates for the Head of Finance role at Boostly should have experience in scaling finance operations, ideally from revenues of $3M to $20M. Experience working with SaaS metrics, as well as familiarity with venture-backed reporting, will set your application apart. We're looking for someone who has previously contributed to high-growth startups and understands the unique financial challenges they face.

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What tools and technologies should the Head of Finance at Boostly be familiar with?

The Head of Finance at Boostly should be proficient in various tools such as QuickBooks, Xero, and NetSuite, along with advanced skills in Excel and Google Sheets. Familiarity with SQL for data analysis and financial forecasting is also important. Additional programming skills in Python could be beneficial for various projects within the role.

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Common Interview Questions for Head of Finance
Can you describe your experience leading finance operations in a tech startup?

When answering this question, highlight specific examples of finance operations you've led, emphasizing how you managed budgets, forecasting, and accounting processes. Discuss any notable achievements, such as improving financial efficiency or scaling operations during a funding round.

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How do you approach financial forecasting in a rapidly changing environment?

Demonstrate your strategic thinking by explaining your method for adjusting forecasts promptly in response to market changes. Use examples of previous forecasting experiences and how you employed scenario planning to navigate uncertainties.

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What software tools do you find most effective for financial management?

Share your experience with financial management tools and why you favor them. Discuss how certain features have helped streamline processes or improve accuracy in budgeting, forecasting, and reporting.

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How do you ensure compliance with financial regulations?

Talk about your approach to maintaining compliance, including staying updated on relevant regulations and implementing necessary processes. Provide examples of how you've handled audits or compliance checks in the past.

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Can you give an example of a financial risk you have identified and how you mitigated it?

Highlight a specific situation where you identified a financial risk, explaining the analysis that led to it and the strategies you implemented to mitigate that risk effectively.

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How do you communicate complex financial information to non-finance stakeholders?

Explain your strategies for simplifying complex financial concepts. Highlight techniques used, such as visual aids or clear reporting formats, to enhance understanding among non-financial team members or stakeholders.

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What is your experience with investor relations and preparing funding materials?

Discuss your previous roles where you engaged with investors, how you prepared investor updates, and any successful fundraising experiences. Detail your involvement in building financial models and due diligence materials for funding rounds.

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How do you prioritize tasks in a fast-paced startup environment?

Share your prioritization methods, such as using a structured approach to manage competing deadlines while maintaining focus on strategic financial goals. Provide examples of how you balanced day-to-day responsibilities with long-term projects.

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What strategies would you use to optimize cash flow at Boostly?

Provide insights into cash flow management techniques you've applied in the past, such as cash flow projections, expense tracking, and enhancing accounts receivable processes. Tailor your response to align with Boostly's context and growth plans.

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How do you assess the financial health of a company?

Discuss the key performance indicators (KPIs) you monitor to evaluate financial health, including profitability, liquidity, and revenue growth. Share a process or formula you've used to analyze a company's financial performance.

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Boost Hospitality or Boostly for short will help any independent hospitality business in the UK boost their direct bookings

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Full-time, on-site
DATE POSTED
March 13, 2025

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