Head of Finance and Operation

About Us & Our Product

Ask‑AI brings B2B GTM teams into the AI era by layering an agent‑first architecture on a real Customer Context Layer- enriching every interaction with accurate reasoning, signal extraction, and proactive insight. Built on more than 100 deep integrations, our platform already ships five core products- Knowledge, Assist, Intelligence, Alerting, and Self‑Serve- that go live fast and operate on shared infrastructure. Each new product we launch would have been an entire company in the pre‑AI era; for us, it’s a focused product built on a common foundation, enabling rapid, reliable releases and compounding leverage. The no‑code Agent Builder allows teams design and deploy agents (models, tools, triggers, actions) with governance and traceability, while the context layer powers sentiment and trend analysis, risk detection, and real‑time alerts- modernizing customer experience end‑to‑end without disrupting existing workflows.

What are we looking for?

We are seeking a highly skilled and hands-on Finance & Operations Manager to own the company’s financial operations and core operational processes. This role is critical to ensuring financial rigor, operational efficiency, and compliance in a fast-growing high-tech environment.

The ideal candidate brings a strong accounting background, experience from a Big 4 accounting firm, and proven hands-on experience in a high-tech company, with the ability to operate independently while partnering closely with senior leadership.

Key Responsibilities

Financial Management & Budget Ownership

• Full ownership of the company budget, including planning, tracking, and ongoing optimization.
• Build and manage rolling forecasts and cash flow projections.
• Monitor financial performance, analyze variances, and provide actionable insights to management.
  
  

• Oversee vendor management, including contract-related financial aspects and timely vendor payments.
• Own customer billing and collections processes, ensuring accuracy and timely cash collection.
• Manage and continuously improve finance-related operational processes.
  
  

• Lead monthly, quarterly, and annual close processes.
• Own and lead external audits (financial, operational, and compliance-related).
• Develop, implement, and maintain internal controls and financial policies.
• Ensure compliance with accounting standards (IFRS and/or US GAAP), tax requirements, and regulatory obligations.
  
  

• Manage and oversee security and compliance initiatives (e.g., SOC 2, ISO 27001, or similar frameworks), in collaboration with internal and external stakeholders.
• Act as the finance and operations point of contact for security, risk, and compliance audits.
  
  

• Partner closely with HR, Legal, Sales, R&D, and Operations teams on financial and operational matters.
• Support strategic initiatives such as fundraising, audits, and scaling company operations.
• Manage relationships with external partners, including auditors, banks, consultants, and service providers.
  
  

• CPA / Certified Public Accountant – required.
• 3–5 years of experience at one of the Big 4 accounting firms (Audit or Advisory).
• At least 2 years of hands-on experience in a finance/accounting role within a high-tech company – required.
• Experience managing budgets, vendor payments, and customer collections.
• Experience leading audits and working with external auditors.
• Familiarity with ERP/accounting systems (e.g., NetSuite, SAP, Priority – an advantage).
• Advanced Excel skills and strong analytical capabilities.
• Experience in a global and multi-currency environment – an advantage.
• High attention to detail, strong ownership mindset, and ability to manage multiple priorities.
• Excellent communication skills and ability to work closely with senior leadership.
• Highly organized, proactive, and comfortable working in a fast-paced, evolving organization.