--- title: 'Head of Finance at Casap' canonical: 'https://feeny.ai/job/head-of-finance-casap-new-york-e5neks7v8wg9' type: 'job' last_seen: '2026-10-16' --- # Head of Finance at Casap - **Company:** Casap - **Location:** New York, NY - **Compensation:** $200k–$275k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-14 - **Last confirmed live:** 2026-10-16 - **Apply:** https://jobs.gem.com/casap/am9icG9zdDr1owzW0IEVgmNpWEEat2HZ ## Job description Location(s) This is a hybrid role based out of our San Francisco, CA or New York, NY office. Our team works in-office time on Mondays, Wednesdays, and Fridays. ## About the Role This is your chance to build our finance function and shape how it grows, working directly with leadership on the company’s biggest decisions. Right now there’s no one in finance. You’ll take over work that has been handled by leaders from other teams and an outsourced accounting partner, and build it for our next stage of growth. Your job goes beyond reporting the numbers: you’ll shape decisions on hiring, sales compensation, marketing spend and fundraising. This is a builder role. Some of our processes are manual, a few tools are half-implemented, and some of the most important work hasn’t started yet. You’ll do the hands-on work and design the systems at the same time. If you like turning messy processes into scalable ones and want a real say in how the company grows, read on. ## What You'll Do FP&A, forecasting and modeling - Own the company operating model, including burn, opex and headcount forecasting, budgeting and runway analysis - Partner with our Head of RevOps, who owns the bookings and ARR forecast, to tie revenue into a single company model - Run the monthly business review and own the financial sections of board materials - Build the financial foundation, including models, metrics, reporting and diligence readiness, ahead of our next raise Strategic finance and decision support - Bring a finance lens to key business decisions, including the hiring plan, sales comp design, marketing budget and fundraising strategy - Work with cross-functional leaders as a partner who helps them make better tradeoffs, not just as a scorekeeper Invoicing and revenue operations - Move billing and invoicing from manual work to automated, scalable processes - Choose and implement financial tooling, starting with getting an in-flight billing system integration finished - Make our contracted ARR match what’s actually billed and collected each month by removing invoicing delays, approval bottlenecks and unbilled accounts Accounting and external relationships - Be the main point of contact for our outsourced accounting partner, and tighten month-end close and revenue recognition - Build the plan for bringing accounting in-house and decide when to do it Commissions and partner fees - Own commission management with our Head of RevOps, including shared processes, calculations and controls - Build referral and partner fee tracking from scratch - Expense management and margin - Own gross margin and the levers behind it - Build expense oversight that gives leadership visibility across the whole company, beyond any single budget Spend and margin - Own gross margin by understanding what drives our cost to serve customers and finding ways to improve it - Own spend management and vendor contracts, and build expense oversight that gives leadership visibility across the whole company, beyond any single budget - ## What You’ve Done - 7+ years in finance, with a strong background in FP&A or strategic finance - Experience partnering with B2B SaaS sales teams: you’ve modeled sales capacity and comp plans, built bookings and pipeline forecasts, and worked through quota, commission and deal-desk questions - Fluency in SaaS metrics such as ARR, NRR, CAC payback, gross margin and burn multiple, plus the judgment to know which ones matter at a given moment - Working knowledge of ASC 606 and the month-end close, enough to hold an outsourced accounting team to a high bar - Hands-on experience with a modern startup finance stack (e.g., QuickBooks, Ramp, Carta) and implementing billing tools - Scrappiness: you’re comfortable building your own models, cleaning up data and fixing processes yourself. No task is beneath you, and you don’t need a team to get started. - Clear communication with non-finance leaders and the ability to push back with data - Startup experience, ideally at Series A to C. Fundraising or board reporting experience is a strong plus. ## About Casap ## Company Overview - **One-liner**: Casap builds AI agents that automate dispute resolution and fraud management for banks, credit unions, and fintechs. - **Entity Type**: Private (Series A) - **Headquarters**: San Francisco, California, United States (with offices in New York City and Paris) - **Founded**: 2023 - **Founders**: Shanthi Shanmugam (CEO) and Saisi Peter ## Core Business - **Primary industry**: Financial Technology (Fintech) / AI-Powered Dispute & Fraud Automation - **Target customers**: B2B — Banks, credit unions, and fintechs - **Mission statement**: "Reduce first-party fraud, automate disputes, protect the bottom line, and build consumer trust that lasts." ## Products & Services - **Casap Copilot & Collaboration Platform**: An AI-powered platform that fully automates disputes end-to-end. It uses agentic AI to handle claims processing, reduce first-party fraud losses, and ensure compliance with regulations like Reg E, Reg Z, and card-network rules. The platform is designed to automate up to 30% of dispute cases, cutting resolution times from months to days. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Total Funding**: $33.6M (across 4 rounds) - **Funding History**: - Pre-Seed (Feb 2024): $100K — led by Curql - Pre-Seed (Oct 2024): $1.5M — led by Primary Venture Partners - Seed (Oct 2024): $7.0M — led by Lightspeed Venture Partners - Series A (Sep 2025): $25M — led by Emergence Capital (with participation from SoFi and others) - **Notable Investors**: Emergence Capital, Lightspeed Venture Partners, Primary Venture Partners, SoFi, Curql - **Key Metric**: Headcount of 37 employees (+325% YoY), distributed across 6 countries (US, Brazil, Canada, Kenya, Bangladesh, Algeria) - **Growth Signals**: - Joined the Alkami Technology partner ecosystem (July 2026) as an Elements partner, enabling integration with Alkami's digital banking platform. - Named an Inc. Female Founder 500 honoree (Shanthi Shanmugam). - CEO's background at Robinhood; co-founder's experience at Chime (saved $10M in first year using AI for disputes). ## Competitive Advantages - **Deep domain expertise**: Founders bring firsthand experience from Robinhood and Chime, giving them unique insight into the operational pain points of dispute and fraud management at scale. - **Proven ROI**: Co-founder Saisi Peter's work at Chime demonstrated that AI applied to disputes saved $10M in the first year and that unresolved disputes were the #2 reason for customer churn. - **Agentic AI approach**: Purpose-built AI agents designed specifically for financial institutions, handling high-cost, high-risk functions that are still largely manual. - **Regulatory compliance baked in**: Platform automatically meets Reg E, Reg Z, and card-network obligations, reducing risk for clients. ## Strategic Focus - **Scaling the partner ecosystem**: The Alkami integration is a key channel strategy to reach more banks and credit unions. - **Deepening AI capabilities**: Continuing to build out agentic AI to handle more complex dispute and fraud scenarios autonomously. - **Expanding customer base**: Targeting both traditional financial institutions and digital-first fintechs. ## Why Work Here - **Purpose-driven mission**: The work directly impacts real people — faster dispute resolutions, fewer fraud losses, and consumers who feel heard. The company emphasizes that "what you build here matters." - **Collaborative culture**: "Every voice matters here" — the company values diverse backgrounds and perspectives. - **High bar, fast pace**: The culture is described as "move fast, build right" — a balance of speed and quality for those who want to build something meaningful. - **Remote-friendly with hubs**: Offices in San Francisco (HQ) and New York City, with a distributed workforce across 6 countries. - **Notable perks**: Not explicitly listed, but the engineering culture is a priority — a Founding Engineer/Head of Engineering role exists, and the technical team makes up a significant portion of headcount. - **Active hiring**: Currently posting for 4 roles (Senior/Staff Backend Engineer, Head of Customer Success, Technical Program Manager, Customer Success Manager). ## Sources 1. [casaphq.com](https://www.casaphq.com/about) 2. [linkedin.com](https://linkedin.com/company/casaphq) 3. [cbinsights.com](https://www.cbinsights.com/company/casap) 4. [theorg.com](https://theorg.com/org/casap) 5. [casaphq.com/careers](https://www.casaphq.com/careers/now-hiring) ## Other roles at Casap - [Executive Assistant to the CEO](https://feeny.ai/job/executive-assistant-to-the-ceo-casap-new-york-8c9haejzhpcq) — New York, NY - [Director of Implementations](https://feeny.ai/job/director-of-implementations-casap-new-york-55s442xmw16j) — New York, NY - [SRE - Database Reliability (All Levels)](https://feeny.ai/job/sre-database-reliability-all-levels-casap-new-york-7f2w8zhgheks) — New York, NY - [Founding Product Designer](https://feeny.ai/job/founding-product-designer-casap-new-york-d2s5h3y4bm0m) — New York, NY - [Engineering Leadership](https://feeny.ai/job/engineering-leadership-casap-new-york-qgkx9z3ysmtq) — New York, NY - [Director of Product Marketing](https://feeny.ai/job/director-of-product-marketing-casap-new-york-1z8bhw6xns1r) — New York, NY - [Senior Partnerships Manager](https://feeny.ai/job/senior-partnerships-manager-casap-new-york-vjp74mynvrbr) — New York, NY - [Customer Experience Manager](https://feeny.ai/job/customer-experience-manager-casap-new-york-s3gmj524ad31) — New York, NY - [Senior AE (Director of Strategic Relationships)](https://feeny.ai/job/senior-ae-director-of-strategic-relationships-casap-remote-e03rc48fvtcy) - [Backend Engineer (All Levels)](https://feeny.ai/job/backend-engineer-all-levels-casap-new-york-cee3xf2pcpjr) — New York, NY