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Careers

Founding Operator

Location: San Francisco Bay Area (open to relocate)

About Patterns

At Patterns, we're building systems that transform how businesses report, monitor, and access capital. We combine financial expertise with AI to give companies real-time insights into their finances and help them grow.

The Role: Founding Operator

We're looking for a Founding Operator to architect and lead our finance operations practice from the ground up. In this role, you will be the bridge between our product and real-world financial workflows. You'll use Patterns' platform to run financial operations for customers and work hands-on with early customers to refine it. Your goal is to turn manual, complex finance processes into streamlined, repeatable workflows powered by our technology.

What You'll Do

  • Build our service delivery model: Create the implementation playbook for how we onboard customers and implement our technology in their finance operations.
  • Develop customer workflows: Work with clients to understand their finance operations, then design and implement automated workflows using our platform.
  • Create scalable processes: Establish standardized approaches for common finance use cases that we can efficiently roll out to new customers.
  • Guide implementation: Work hands-on with finance teams at client companies to implement our platform and optimize their finance operations.
  • Drive product evolution: Use insights from customer implementations to inform our product roadmap and feature development.

Who You Are

  • Finance + AI: You're deeply interested in how finance, credit, and accounting intersect with data infrastructure and AI.
  • Experience: You might have started your career in fintech, investment banking, private equity, audit, or accounting — ideally with experience at a Bay Area startup where you saw finance operations up close.
  • Technical: You're fluent in Excel and financial modeling. You can query a database with SQL, and you're comfortable jumping into Python or a Jupyter notebook to analyze data.
  • Builder: You've built or improved financial reporting processes or tools before (for example, automated a reporting workflow, implemented a planning system, or created dashboards for a CFO).
  • Leader: Perhaps you've been a fractional CFO, led finance operations at a fintech startup, or honed your expertise in accounting/audit and now want to create something new. Either way, you're ready to build from the ground up.
  • Operator: You're proactive, organized, and execution-focused. You excel at taking big goals and breaking them into practical steps – exactly what's needed when reimagining how companies manage their finances.

Why This Role?

As our Founding Operator, you'll directly shape a product that could change how businesses track financial health and access capital. You'll work with experts in finance and AI who are committed to this vision. The workflows you create will become standard for all our customers. If you want to build something that makes a real difference in business finance, let's talk.