Finance & Strategy Lead, Payments Product

Overview

A financial infrastructure platform is seeking a seasoned finance leader to join their Payments Products Finance & Strategy team. This role focuses on leading the organization's Agentic Commerce ambitions by partnering with product and engineering leads as a trusted financial and strategic advisor. The position involves developing frameworks to assess evolving market landscapes, identifying growth opportunities, and driving investment strategies.

Responsibilities

• Serve as a financial and strategic advisor by building investment cases, business plans, and evaluating business performance.
• Create executive-level presentations that communicate the "investor narrative" using internal and external data.
• Support new business and product launches by providing rigorous driver-based financial analyses and strategic insights.
• Establish and maintain key business metrics and KPIs to measure new product performance.
• Lead quarterly forecasting and annual strategic financial planning processes.
• Develop long-range financial models with scenario analysis and actionable recommendations on growth, monetization, and investment prioritization.
• Present performance updates in business forums, highlighting drivers, risks, and actionable insights.
• Drive process improvements and analytics scalability by collaborating cross-functionally to enhance data infrastructure, reporting, and analytics.
• Identify opportunities to leverage AI and automation to advance financial analysis capabilities.

Requirements

• Minimum of 10 years of relevant experience in strategic finance, preferably at a high-growth technology company or with experience in hedge funds, sell-side, or venture capital with a strong analytical background (e.g., investment banking).
• Bachelor’s degree (B.A. or B.S.) in a related field.
• Exceptional analytical skills and business acumen with the ability to simplify complex information into clear, consumable insights.
• Proven ability to create polished, executive- and investor-ready presentations that communicate complex narratives effectively.
• Broad exposure to multiple industries and sectors; experience in technology, SaaS, or AI is advantageous.
• Strong collaborative skills with a track record of building trusted relationships with business partners and executives.
• Self-starter with a proactive, hands-on approach.
• Ability to manage multiple work streams and perform well under tight deadlines.
• Comfortable working in ambiguous, fast-paced environments.
• Experience with SQL or willingness to learn.
• Excellent verbal and written communication skills.

Preferred Qualifications

• Deep understanding of payment and card network economics.
• Experience as a finance business partner supporting partnerships or deal-making functions.

Compensation & Benefits

• Annual US base salary range: $183,200 - $274,800. This range may vary based on experience, qualifications, and location.
• Additional benefits may include equity, company bonuses or commissions, 401(k) plan, medical, dental, and vision benefits, and wellness stipends.

Location & Work Arrangement

• This role offers hybrid work options, available either in an office or remotely if located 35 miles (56 kilometers) or more from an office.
• Office-based employees are expected to spend at least 50% of their time in the local office or with users.
• Remote employees are expected to work primarily from home but may attend meetings, on-sites, and events as needed.
• The organization does not cover relocation costs for remote positions and encourages applicants to apply for roles matching their current or planned location.