Corporate Finance Lead
At a glance
Senior FP&A role at Anrok. San Francisco · full-time · $158,000–$200,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare board materials and help frame the investor story by connecting financial results to the company's direction
- Maintain the integrated model for revenue, costs, staffing and cash, using it to support planning and major decisions
- Run financial planning and work with Accounting and business leaders to explain budget variances and correct course
- Advise GTM, Engineering, People and Operations on budgets, product costs and where spending affects margins
- Build AI-supported workflows for recurring finance analysis, cutting manual effort and enabling deeper analysis
What you bring
- At least eight years in investment banking, corporate finance or FP&A, with the ability to build and pressure-test models
- You have partnered with executives on board or investor work and turned financial analysis into decisions
- Strong B2B SaaS finance skills, including modeling, margin and cost analysis, and expense and headcount planning
- A quantitative or business bachelor's degree, plus three-statement modeling, GAAP knowledge and financial systems or BI experience
Who this fits
This senior individual-contributor role suits someone who can work through early-stage ambiguity, build planning processes and offer clear recommendations to senior leaders. The role is based in San Francisco with in-person work three days each week.
From the employer
Anrok is the leading tax automation platform enabling businesses to expand globally without compliance complexity.
As the digital economy has grown 6x over the last decade, software businesses have gone from not worrying about sales tax to needing to monitor exposure, calculate rates, and file returns across 50+ US jurisdictions and many countries worldwide. This creates a critical bottleneck for companies that should be able to transact with customers everywhere.
Anrok eliminates this complexity by connecting with billing and payment systems to automate tax monitoring, calculations, and filing end-to-end. Our unified platform handles the ever-changing maze of tax laws at municipal, state, and federal levels—so companies can focus on growth, not compliance.
Our customers include:
40% of Forbes Top 50 AI companies
20% of Forbes Top 100 Cloud companies
Top companies like Notion, Anthropic, and Cursor
We're making compliant digital commerce a reality for companies big and small, backed by over $100M from leading investors including Spark Capital, Sequoia, Index, and Khosla Ventures.
We're expanding our Finance team and looking for a corporate finance leader to own how Anrok plans, measures, and tells the story of its financial performance. Reporting to the Head of Finance, you'll run board preparation, help shape the investor narrative, own the corporate model, and lead the company's financial planning — while partnering with leaders across the business to make sure we're investing in the right places. This is a high-ownership, high-visibility seat and a true thought partner to the Head of Finance on the company's most consequential financial decisions.
This is a rare seat to shape the full financial picture of a fast-growing company — not just maintaining a model, but building the planning, insight, and narrative that drive how Anrok grows. You'll work across every function and see how the whole business fits together, from go-to-market efficiency to the cost structure of the product itself. A great fit for someone with strong analytical foundations, comfortable with the pace and ambiguity of an early-stage company, and energized by building a function rather than running one in place.
In this role, you will:
Support board preparation and help shape the investor narrative — turning the numbers into a clear story of where the business is headed
Own Anrok's corporate model — the integrated view of revenue, cost, headcount, and cash that underpins planning and strategic decisions
Own the financial planning process end to end — and partner with Accounting and org leaders on budget-vs-actuals to explain performance, resolve discrepancies, and course-correct early
Partner with GTM, Engineering, People, and Operations on budget and COGS strategy — bringing financial perspective to how each org invests, and where margin is won or lost across the business and the product
Serve as a thought partner to the Head of Finance on the company's most strategic decisions — capital allocation, cost structure, and operating-model scenarios
Build AI workflows for recurring corporate finance analysis using the team's AI-native tooling stack (Omni, NetSuite, Python, n8n, Claude) — reducing manual cycles and unlocking deeper analytical work
This role is currently an IC role and structured to grow with the function — as Anrok scales, so does the scope and ownership of this seat
What excites us:
8+ years in investment banking, corporate finance, or FP&A — you can build a model from scratch, stress-test assumptions, and know what "good" looks like across business stages
Experience partnering with cross-functional leaders and the executive team — supporting board and investor work and translating financial insight into decisions
Deep fluency in B2B SaaS financials: corporate modeling, gross margin and COGS, opex and headcount planning, and the metrics that matter to a board
Strong technical foundation: three-statement modeling, comfort with GAAP, and fluency with financial systems and BI tools (we use NetSuite, Omni, and SQL/Python) — you can build the model and trust the numbers underneath it
Demonstrated ability to form a point of view and bring a clear recommendation — weighing trade-offs and communicating them, rather than just presenting numbers
Demonstrated interest or experience in AI-assisted workflows and automation (Python, n8n, LLM-based tooling, or equivalent) — you build automation into your workflow rather than waiting for someone else to
Comfortable with the pace and ambiguity of an early-stage startup — you operate well without a perfect playbook, prioritize ruthlessly, and turn ambiguous problems into structured analyses on your own
Excellent communication skills—able to present to executives and the board, partner across functions, and influence decision-making
Bachelor's degree in a quantitative or business field; CPA or MBA a plus but not required
What we offer:
The equity upside of an early-stage startup with the product-market fit of a later-stage company.
Daily lunch and snacks for those working out of our office hubs.
Medical, dental, and vision insurance covered 100%.
One Medical membership covered, flexible sick benefits, and more.
Annual learning and development stipend for books, online courses, and conferences, as well as a curious team to share your learnings with.
Home internet reimbursement stipend.
Wellness reimbursement program.
Annual team off-sites and in-person opportunities around our growing Anrok hubs.
Home office setup stipend to ensure you have the equipment you need to thrive at work.
At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, Salt Lake City, and Dublin where we collaborate in-person 3 days per week.
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Anrok recruiters will only reach out via LinkedIn or email with an anrok.com domain. Any outreach claiming to be from Anrok via other sources should be ignored.