Finance Lead



Accounting & Finance
San Francisco, CA, USA
Posted on Wednesday, April 17, 2024

About Us:
Coperniq is pioneering the future of the energy sector. We are transforming solar and energy contractors into the utility companies of tomorrow. Our platform replaces outdated methods and fragmented tools with a unified, industry-specific workflow that radically enhances operational efficiency and customer value. Coperniq is backed by Y Combinator and Initialized, founded by Y Combinator’s CEO, Garry Tan.

Role Objective:
Your role will involve close collaboration with the CEO to ensure organizational efficiency ("keeping the house in order"), accuracy in our financial operations ("running a tight ship"), and a strategic perspective on financial management ("engaging at a strategic level") with a company-wide outlook.

Key Responsibilities:

  • Accounting Oversight: Coordinate with external accountants for both our US headquarters and any international subsidiaries.

  • Financial Planning and Analysis (FP&A): Lead budgeting and financial projections to support strategic decision-making.

  • Transactional Management: Oversee the processing of bills, invoicing, and employee expense reimbursements.

  • Cash Management: Manage company treasury and oversee overall cash flow.

  • Investor Relations: Partner with the CEO on fundraising activities, prepare materials for board meetings, and maintain regular communications with investors.

  • Revenue Management: Work closely with the sales team to manage revenues and oversee the payment of sales commissions.

  • Compliance and Risk Management: Manage venture debt, banking relationships, and organizational insurance needs.

  • Strategic Projects: Engage in special projects such as analytics for tracking KPIs and OKRs, legal oversight (contract reviews), and operations (vendor and lease management).


  • Minimum of 5+ years of professional experience, including significant exposure to the SaaS industry/

  • Proven capability in financial strategy and operational finance.

  • Excellent analytical, organizational, and leadership skills.

  • Proficient in using advanced financial software and tools.

  • Bachelor’s degree in Accounting, Finance, or related field required.

  • Professional certification (e.g., Chartered Accountant, CFA) strongly preferred.

Compensation and Benefits:

  • Base Salary: $80,000 - $140,000

  • Stock Options: 0.05% - 0.2%

  • Comprehensive Health Benefits: 99% coverage of medical, dental, and vision insurance; 50% coverage for dependents.

  • Paid Time Off (PTO): 3 weeks per year

  • Professional Development Opportunities: Access to training and development courses to enhance professional growth

Why Join Coperniq?

Joining Coperniq means you'll be part of a mission to redefine the energy sector. You'll have a hands-on role in shaping our future and helping our customers transition into next-generation utility providers. If you're excited about making a significant impact and pioneering the future of energy, we'd love to hear from you.