Finance, Planning & Operations Manager

About Maisa At Maisa, we're solving enterprise AI's biggest challenge: trust. We've created the first platform that enables enterprises to build reliable Digital Workers for automating knowledge work without production failures or traditional automation limitations. We're pioneering Agentic Process Automation for regulated industries. From banking to healthcare, our Digital Workers deliver verified, traceable results that meet the strictest compliance requirements. Join us in transforming how enterprises work by making AI accountable for mission critical processes, turning Digital Workers into trusted team members, and empowering the people who know the work to finally automate it. Role Overview We're seeking an experienced Finance professional to join as our first dedicated Finance hire and establish the financial foundation for our growing Enterprise AI company. This is a hands-on individual contributor role requiring broad financial operations expertise with deep specialization in Financial Planning & Analysis (FP&A). As our Finance leader, you'll be directly responsible for all financial operations while working closely with external providers for accounting, tax, and compliance. You'll leverage automation and AI-enabled tools to multiply your impact across the organization. Your primary focus will be building robust FP&A capabilities to support our sales-led growth in the enterprise AI automation market. This is not a management role - we're looking for a senior individual contributor who thrives on being hands-on and using technology to scale their effectiveness. This role reports directly to the COO and will work closely with the leadership team across all areas. Key ResponsibilitiesFinancial Planning & Analysis

• Strategic Planning & Analytics: Develop comprehensive financial models, budgets, and forecasts to support business growth and strategic decision-making; create and maintain dashboards tracking key SaaS metrics
• Sales & Revenue Operations: Partner with sales leadership on pipeline health, conversion rates, deal velocity, revenue forecasting, and sales effectiveness initiatives including lead scoring optimization and win/loss analysis
• Business Operations & Resource Allocation: Lead financial evaluation of strategic initiatives, product investments, and operational improvements; develop business cases and ROI models for resource allocation decisions; support headcount planning, budget allocation across departments, and investment prioritization
• Board & Investor Reporting: Prepare monthly and quarterly financial packages for leadership team and investors
• Business Partnering: Serve as strategic finance partner to department heads, providing data-driven insights for operational decisions and driving cross-functional initiatives

Financial Operations Management

• Vendor Management: Oversee relationships with external accounting firms, tax advisors, and other financial service providers across US and Spanish jurisdictions
• Financial Controls: Establish and maintain internal controls, policies, and procedures for financial operations in both entities
• Compliance Oversight: Ensure compliance with US and Spanish financial regulations, tax requirements, and audit preparations
• Consolidation: Manage monthly and quarterly consolidation processes, including intercompany eliminations and currency translation

Revenue Operations & Treasury

• Billing & Revenue Recognition: Oversee billing processes for enterprise SaaS offerings, ensuring accuracy and timeliness; manage revenue recognition policies and procedures in accordance with ASC 606; handle complex enterprise billing scenarios, contract modifications, and revenue optimization
• Treasury & AP Management: Manage banking relationships, monitor cash flow, and short-term investments; oversee accounts payable processes, vendor payments, and expense management; establish procurement policies and support vendor evaluation and contract negotiations

Required QualificationsCore Financial Expertise

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field
• Experience: 6-8 years of progressive finance experience, with at least 3-4 years in FP&A roles, and 3+ years of experience in B2B SaaS or enterprise software companies
• Hands-On Individual Contributor: Proven track record as a senior individual contributor who leverages automation and technology to multiply impact; comfortable being hands-on with all aspects of financial operations
• T-Profile: able to cover all aspects of financial operations with a depth in F&A

Technical Skills

• Financial Modeling: Advanced Excel/Google Sheets skills with experience building complex financial models; familiarity with modern FP&A platforms (Abacum, Adaptive Insights, Anaplan, etc.)
• Analytics Tools: Proficiency with financial planning software and BI tools for data visualization and reporting
• Data Analysis: Strong analytical skills with ability to derive insights from complex datasets and automate routine analysis

Industry & International Expertise

• SaaS & Enterprise Sales: Experience with enterprise sales cycles, deal structures, and revenue forecasting, as well as deep understanding of SaaS business model and KPIs
• Scaling Multi-Jurisdictional Operations: Experience building financial operations in high-growth environments with US holding company / international subsidiary structures
• Dual Accounting Standards: Familiarity with both US GAAP and Spanish/IFRS accounting requirements
• Intercompany Management: Experience with intercompany transactions, and consolidation processes, as well as transfer pricing principles and documentation reqs
• Cross-Border Tax: Experience with international tax planning, transfer pricing documentation, and cross-border transactions
• Process Automation: Understanding of business process automation and its financial implications
• Advanced Analytics: Experience with advanced analytics, data science tools, or business intelligence platforms

What We Offer

• Founding Role: Opportunity to build and shape the finance function from the ground up
• Growth Opportunity: Significant career growth potential as we scale our operations
• Cutting-Edge Technology: Work with innovative AI automation technology that's transforming enterprise operations
• Competitive Package: Competitive salary, potential equity program participation, and comprehensive benefits
• Remote Flexibility: Flexible work arrangements with remote work options

Success Metrics (First 6 Months)

• Financial Infrastructure: Establish robust financial planning, reporting, and control processes
• Strategic Insights: Deliver actionable insights that drive business growth and operational efficiency
• Stakeholder Satisfaction: Build trusted relationships with leadership, sales team, and external partners
• Process Optimization: Streamline financial operations and improve accuracy and efficiency
• Scalable Systems: Implement systems and processes that support 3-5x business growth

maisa AI is an equal opportunity employer committed to diversity and inclusion. We welcome applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or disability status.