VP of Finance

Job Description

Job Description

VP of Finance

Billee Technologies Inc. | Dallas-Fort Worth, TX (In-Office) | Full-Time

About the Role

Billee is scaling quickly, and our finance function is ready to scale with it. We're building a dedicated finance leadership role to bring more rigor and structure to our forecasting, budgeting, and financial reporting as we grow. This is a foundational opportunity to shape how Billee plans, reports, and makes financial decisions at every level.

The VP of Finance builds the financial model that becomes the company's single source of truth, runs the monthly and quarterly budget process, prepares board and investor materials, manages the cap table in Carta, and serves as the CEO and President's trusted advisor on every financial decision that matters. Our Accounting team owns the books and the close. This role owns the forecast, the model, and the financial story we tell investors and the board.

The most interesting part of this job is the chance to build it from the ground up. There is real latitude here to establish the forecasting model, the reporting cadence, and the best practices this function will run on for years to come. If you want a subject matter expert role where people come to you for the answer, and you want to build the function yourself, this is that role.

About Billee

Billee Technologies Inc. is a Dallas-based SaaS startup revolutionizing utility billing for multifamily apartment communities. Our intuitive, cloud-based platform streamlines operations, eliminates inefficiencies, and increases NOI for property owners and operators.

At Billee, we are more than just a technology company. We are a team of innovators and problem solvers. Led by seasoned product and technology practitioners, we challenge traditional providers by offering smarter, more efficient solutions for this overlooked pocket in multifamily proptech.

Our culture is the foundation of our success. We believe in empowering and developing our people, ensuring they thrive both professionally and personally. Our core values define how we work and what we stand for:

• Win Together. We believe in collaboration and collective success. When one of us wins, we all win.
• Lead with Integrity. We hold ourselves accountable, operate with transparency, and always do what we say we'll do.
• Relentless Determination. We tackle challenges head-on, with persistence and decisive action.
• Bold Voices. We encourage open dialogue and foster a culture where every voice matters.
• Stay Curious. We are lifelong learners, always seeking new ways to innovate, improve, and grow.

What You'll Own

Financial Planning & Forecasting You build and own the financial model that becomes Billee's single source of truth: revenue projections, expense planning, cash runway, and scenario modeling for the decisions the CEO and President are actually weighing.

Budgeting & Reporting You run the annual and quarterly budget process across every department, then track actuals against that budget and explain the variance in plain terms. You establish a reporting cadence the CEO and President can rely on every month.

Fundraising & Investor Support You prepare the materials investors need to move through diligence with confidence: data rooms, financial models, and the underlying numbers that support the story Billee is telling the market. You manage the cap table in Carta and keep it accurate and audit-ready at all times.

Board & Leadership Advisory You build and present the board deck and the financial narrative behind it. Beyond the boardroom, you are the CEO and President's go-to advisor on financial questions.

Financial Systems & Process You stand up the finance function itself: the tools, the workflows, and the best practices that don't exist yet, so the function doesn't rely on you doing everything by hand forever.

What You Bring

• 8+ years of experience in finance leadership; experience in SaaS or startup environments is strongly preferred
• Demonstrated ability to build financial models and forecasting frameworks from scratch
• Sophisticated financial modeling skills, including scenario planning and cash flow forecasting
• Experience supporting a fundraising process, including data room preparation, investor reporting, and cap table management
• Comfort with GAAP-based reporting and preparing board-level financial materials
• Must be based in the Dallas-Fort Worth area and able to work in-office
• Able to operate as both a strategic advisor to executive leadership and a hands-on builder of the function itself

Who Thrives in This Role

• Advisor and doer. You can sit across from the CEO and President and give them a real point of view on a financial decision, then go build the model that backs it up yourself.
• Comfortable building from zero. You have stood up a finance function, or a major piece of one, before. Ambiguity does not slow you down.
• Fluent in forecasting. You think in scenarios and ranges, not single numbers.
• Trusted with the whole picture. You have supported a company through a fundraise or a significant diligence process.
• Clear communicator under pressure. You can explain a budget variance or a cash position to a board member or a department head in language they understand.
• Wants ownership of strategy. You're drawn to owning the forecast, the model, and the financial strategy behind the business.
• Bonus: RevOps fluency. Experience working alongside a Sales or Revenue Operations team is a real plus. Comfort with SaaS metrics like ARR, net revenue retention, CAC, and LTV is valuable.

Tools You'll Use

Proficiency in advanced Excel modeling is essential. QuickBooks and Carta experience is helpful, and either can be picked up quickly.

• Excel: Financial modeling, forecasting, and scenario analysis at an advanced level
• QuickBooks: Visibility into the books you'll be forecasting against and reporting on
• Carta: Cap table management and equity administration

Where You'll Sit

This role reports directly to the CEO and President and sits at the center of Billee's leadership team. Your primary stakeholders are Accounting, Operations, and Sales. You'll work with Accounting on clean handoffs between the books and the forecast, with Operations on budget planning across departments, and with Sales on revenue forecasting inputs and pipeline visibility.

Compensation & Benefits

• Salary Range: $160,000 to $180,000
• Health, dental, and vision insurance
• 401(k)
• Paid time off and flexible work arrangements
• Professional development opportunities
• Opportunity for earned equity

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