Offer summary

Qualifications:

8+ years of experience in Finance with a strong impact record in strategic and operational areas., 4+ years in B2B SaaS, preferably in fast-paced startup environments., Experience in Sales Finance, including target setting and pricing strategy., Strong presentation skills for executive teams and investors, especially for board meetings..

Key responsabilities:

Manage Investor Relations, including quarterly Board Meetings and fundraising activities.

Collaborate with sales leadership to define annual targets and provide revenue forecasts.

Analyze long-term implications of financial decisions to unlock new opportunities and reduce expenses.

Oversee accounting operations, ensuring timely monthly closes and managing internal control systems.

Job description

Imagine having an enterprise-grade AppStore at work — one that ensures you can easily search, request, and gain access to any app you need, precisely when you need it. No more long waiting times with outstanding IT requests. Lumos is solving the app and access management challenges for organizations of all sizes through a unified platform. Our fast-growing startup is pioneering the way to untangle the complex web of app and access management by building the critical infrastructure that defines relationships between app, identities and data.

Why Lumos?

Jump on a Rocketship: Since launching out of stealth mode just over 2 years ago, our team has grown from 20 to ~100 people and our customer base has 10x’ed with companies like GitHub, MongoDB and Major League Baseball!
Build with Renowned Investor Backing: Andreessen Horowitz (a16z) backed us since the beginning and we've raised over $65m from Scale, Neo, Greg Brockman (President at OpenAI), Phil Venables (CISO at Google), and others.
Thrive in a Unique Culture: You’ll join an early-stage company where you have actual influence on the trajectory of the company. We deeply care about our people and the philosophy we live by - check out our values here.

🔦 Overall description

As the Finance Lead at Lumos, you will own all things number-related. You will have the opportunity to shape how we set our annual targets, define internal processes, contribute to key new business initiatives, and work closely with our leadership team and Board of Directors.

✨ Your Responsibilities

Investor Relations: Assist in key Investor Relations functions, such as quarterly Board Meetings reporting and preparation, fundraising, and managing banking relationships.
Sales Finance: Work closely with sales leadership to define and measure annualized targets, conduct analyses, support and guide large enterprise deal structuring, and provide quarterly revenue forecasts.
Strategic finance: Work cross-functionally to analyze long-term implications of near-term decisions that unlock new potential product and revenue opportunities (ie. new channel forecasts or SKU Pricing) or decrease expenses (ie AWS).
Finance Operations: Not only own and improve current workflows but also identify process opportunities (such as PO purchase, Compensation Reviews, Quota tracking, etc) and build scalable solutions that solve for today’s challenges while building for tomorrow’s.
Financial Planning & Forecasting: Own our LT Financial model as well as operational revenue and expense models to guide business decisions and growth. Lead annual finance planning process, forecasting and resource allocations. Conduct quarterly budget v actual reviews with business partners.
Accounting: Oversee all accounting operational functions including, but not limited to , managing external accounting firm, ensuring timely monthly closes, and managing internal control systems.

🙌 What We’re Looking For

8+ years of experience in Finance, with a strong track record of driving impact across both strategic and operational areas.
4+ years working in B2B SaaS, ideally in fast-paced startup environments where you’ve helped build from the ground up.
Experience owning Sales Finance end-to-end — from setting targets and shaping pricing strategy to partnering with GTM leaders on deal desk support and revenue forecasting.
Comfortable preparing materials and presenting to executive teams and investors — especially in the context of quarterly board meetings.
FP&A experience is a plus, but not required — we care more about your ability to think across the business and drive decisions with data.
You’re energized by ambiguity, love building the plane while flying it, and thrive in environments where systems are still being scaled.

⭐️ What We Value

We also care about whether you would be a good fit for Lumos based on the values and characteristics that define how we achieve outcomes, not just your resume. Thank you for considering Lumos, we hope to hear from you! 🎉

💰Pay Range

$185,000 - $250,000. Note that this range is a good faith estimate of likely pay for this role; upon hire, the pay may differ due to skill and/or level of experience.

💸 Benefits and Perks:

💯 Remote work culture (+/-4 hours Pacific Time)
⛑ Medical, Vision, & Dental coverage covered by Lumos
🛩 Company and team bonding trips throughout the year fully covered by Lumos
💻 Optimal WFH setup to set you up for success
🌴 Unlimited PTO, with minimum time off to make sure you are rested and able to be at your best
👶🏽 Up to 16 weeks for expecting parents
💰 Wellness stipend to keep you awesome and healthy
🏦 401k matching plan

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