Best suited to mid-level finance professionals with software industry experience who thrive in high-growth startup environments and in-person collaboration.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Ivo Inc via Ashby
ABOUT IVO
Ivo is an AI-powered contract intelligence platform built for in-house legal teams. Contracts are the foundation of all business and we're building the AI-native platform that gets them signed and executed faster while surfacing the intelligence hidden inside every organization's library of agreements.
We have a best-in-market product and are trusted by enterprise customers like IBM, Atlassian, Uber, and Canva. We grew 6x in 2025 and are continuing to scale fast.
THE ROLE
We're looking for a Strategic Finance Lead to partner directly with our Head of Finance and exec team as we build out the finance function. This individual will help drive our decision making and strategic direction.
RESPONSIBILITIES
- Own Ivo’s operating model and forecasting process end-to-end, including partnering with functional leads to support annual and quarterly planning processes
- Help drive and surface key reporting metrics across the company to inform business decisions
- Build unit economics by segment, vertical, and motion to inform pricing, packaging, and where we lean in
- Help quarterback our investor relations strategy and execution alongside the Head of Finance and CEO
- Lead cross-functional strategic projects where finance horsepower makes a difference e.g., pricing strategy, market sizing, geographic expansion
- Build operational processes to support a nascent but highly levered finance team
QUALIFICATIONS
- 5+ years of work experience across buy-side investing, investment banking, consulting, or corporate finance (e.g., strategic finance, corporate development).
- Software or Business Services experience.
- Strong analytical capabilities with the ability to understand and present the big picture.
- Effective communication skills and ability to present to high-level audiences (e.g., leadership team, Board of Directors).
- Strong grasp of software metrics and financial modeling.
- Ability to partner cross-functionally with key stakeholders (e.g., Sales & Marketing, Customer Success).
COMPENSATION AND BENEFITS:
- Competitive compensation: $170,000 - $210,000, plus meaningful equity
- Relocation and Visa Support: We also offer relocation assistance for successful applicants moving to SF, as well as support for visa and green card applications where applicable.
- Medical benefits: Comprehensive medical, dental and vision plans to suit the needs of you and your family.
- Unlimited PTO: So you can take the time you need to recharge, stay healthy, and bring your best self to work.
- Office extras: Generous office space in Downtown San Francisco, with snacks, coffee and regular team building events and activities.
FAQ:
How far along are we?
We launched in early access in 2023. Since then, we’ve had an incredible response from the market and are growing rapidly. We 6x'd in ARR in the last 12 months. Our clients include companies like Uber, Reddit, IBM, Canva, Pinterest, WordPress, and more. We're happy to share more details with candidates who go through our interview process.
Is this a chill gig?
Startups are very hard, especially if they’re growing fast. You’ll have a ton of responsibility, and there’s always an enormous amount of stuff to do. It’s hard work but the payoff is uncapped.
Can I work remotely?
We require employees to work with us in-person 5 days a week in our San Francisco office.
Source: Ivo Inc careers (Ashby)