Director, Finance Strategy & Operations

Overview

This role serves as the connective tissue of the finance organization and the directly responsible individual (DRI) for cross-functional programs that align finance with the rest of the business. The position focuses on process, technology, and organizational alignment—not forecasting or accounting.

You will lead outcomes end-to-end when the organization needs to stand up or integrate initiatives such as quote-to-cash, build a customer data cube, redesign planning calendar processes, or integrate an acquisition’s finance stack. Work will involve senior leaders and requires structured program execution, clear decision-making, and adoption of AI/automation in finance operations.

Responsibilities

• Own cross-functional finance programs end-to-end
  • Serve as DRI for multi-team initiatives spanning finance, revenue operations, engineering, legal, people, and product (e.g., quote-to-cash, customer and contract data cube, planning-to-close handoffs, M&A finance integration).
  • Define scope, success criteria, sequencing, and overall ownership of outcomes.
• Delegate without losing accountability
  • Break programs into workstreams, assign owners across the organization, run program cadence, and unblock stalled work.
  • Maintain a complete view of progress and risks even when not executing every task.
• Build strategic alignment with the business
  • Translate between finance and operators to align definitions, owners, and timelines across departments (sales, product, engineering, and corporate leadership).
  • Ensure finance processes reflect how the business actually operates.
• Operate in a high-visibility seat
  • Brief executives directly and provide clear framing of decisions required.
  • Represent finance on the programs you own.
  • Core stakeholders include the Head of FP&A, Head of Finance, Chief Legal & Corporate Officer, and CEO.
• Design processes and the systems behind them
  • Map current-state processes, design future state, and partner with Business Systems, Engineering, and vendors.
  • Own finance-side requirements and acceptance for tools across the stack (e.g., NetSuite, Salesforce, planning platforms, data warehouse, internal tooling).
• Take on ambiguous, high-priority projects and drive them to completion
  • Structure, staff, and finish work through disciplined execution.
• Drive AI and automation into finance processes
  • Identify where LLM and automation tools remove manual steps, pilot solutions, and institutionalize what works.
  • Partner with the AI & Technology Finance lead on standards and governance.
• Prepare the finance organization for scale
  • Document processes, controls, and ownership to support growth toward IPO-readiness without linear headcount growth.

How you’ll spend your time

• Day-to-day
  • Run program standups and workstream check-ins; unblock owners.
  • Draft requirements, decision memos, and process maps.
  • Field cross-functional questions that don’t have an obvious home in finance.
• Week-to-week
  • Lead steering meetings with program stakeholders.
  • Provide status and risk updates to finance leadership.
  • Coordinate alignment sessions with RevOps, Business Systems, Engineering, Legal, and People.
  • Review in-flight system changes and their finance impact.
• Month-to-month
  • Conduct program milestone reviews.
  • Run retrospectives on close and forecast cycles and recommend process fixes.
  • Update operating rhythm (calendar, OKR progress, decision log).
  • Report on AI/automation pilot results.
• Quarterly & annual
  • Launch and land major programs.
  • Refresh finance process and systems roadmap.
  • Coordinate the annual planning calendar across finance and the business.
  • Prepare finance-org readiness assessments (controls, documentation, audit, IPO).

Requirements

• 8+ years across FP&A, strategic finance, business operations, finance transformation, consulting, and/or chief-of-staff roles in a high-growth, unstructured environment.
• Proven track record as the DRI on large cross-functional programs (e.g., quote-to-cash, ERP or planning-platform implementations, data warehouse or reporting builds, M&A integration) with completion driven through teams not directly reporting to you.
• Strong process orientation: map current state, define future state, assign owners, and establish cadence.
• Fluency across the finance stack and enabling business systems (e.g., NetSuite, Salesforce, planning platforms such as Pigment/Anaplan/Adaptive, data warehouses, internal tooling). Ability to write requirements and acceptance criteria for engineers and vendors.
• Finance and accounting literacy sufficient to understand close, forecast, revenue recognition, and board-deck needs from a process standpoint.
• Hands-on LLM literacy (e.g., Claude Cowork & Code) and a point of view on applying AI to finance operations.
• Excellent written and verbal communication:
  • Run steering meetings with VPs.
  • Write one-page decision memos.
  • Brief senior leadership clearly and concisely.
• Low ego, high ownership: comfortable being accountable for outcomes you don’t fully control.
• Familiarity with SQL and low/no-code dashboarding tools (e.g., Retool, Looker) is a plus.
• Familiarity with healthcare SaaS, pre-IPO environments, M&A integration, and/or program management certification (PMP, Lean/Six Sigma) is a plus.

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.

Compliance & Information Security Requirements

Employees must act in accordance with the organization’s information security policies, including protecting assets from unauthorized access, disclosure, modification, destruction, or interference, and executing particular security processes or activities as required. Employees must report confirmed or potential events or other risks to the information security office and attest to these requirements upon hire and on an annual basis.