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Heron Data
New York, United States
Source: Heron Data careers · View original posting
From Heron Data's posting. “We” and “our” refer to the employer.
Mission of the role
We're hiring a Strategic Finance Lead to own the operational, in-the-weeds finance work that keeps Heron running — accounts receivable and billing (one of our most important and trust-critical customer touchpoints), burn reconciliation, revenue reconciliation, and the numbers that feed our investor reporting and business reviews. As we scale, we want someone who can take full ownership of these workflows and run them reliably and independently — becoming the person who owns how operational finance actually runs day to day.
The opportunity
Finance and BizOps are a central enabler at Heron. The function isn't a back office - it sits at the intersection of every team, and deep financial knowledge of the business is what lets us connect dots that aren't obvious from any single seat.
You'll be hands-on and exacting from day one: owning accounts receivable, getting billing right, reconciling burn and revenue. This is a finance-heavy, operational role - the work is in the details, and owning it well is the job. Over time, there's real room to grow: more scope as the company scales, ownership of how the whole operational finance function runs, and a front-row seat to the financial story we tell investors as we raise. You'll be in the finance mix of a fast-growing startup, with the chance to build something you own.
This is a role for someone who genuinely enjoys getting the details right and wants to own operational finance at a scaling startup - running finance operations exceptionally well, while also being a key partner on the forward-looking side (planning, budgeting, and pressure-testing the model).
Initial screen (20 minutes)
Take-home challenge and review (~3 hours in total)
Team interviews (2-3 hours in total)
References
We are
Heron Data
, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 190 customers and have over $13M in ARR. Read more about our mission here
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