Finance & Strategy Manager

Overview

This role serves as a Finance & Strategy Manager, partnering with business leaders to understand performance, evaluate opportunities, and support better decision-making. Responsibilities include building models behind forecasts, partnerships, and strategic plans; leading business reviews; and translating analysis into clear recommendations for senior leadership and the CFO.

The organization is seeking someone who has built rigorous models under pressure in investment banking or private equity and wants to apply those skills in-house, closer to day-to-day decisions. The team is lean and moves fast, using SQL and AI tools (including Claude) to automate recurring work so more time can be spent on analysis and strategy.

Responsibilities

• Build and maintain integrated financial models, including scenario and sensitivity analyses, and business cases for new products, partnerships, and investments
• Evaluate the economics of new commercial agreements (pricing, revenue share, unit economics, ROI) and help shape deal terms with business leaders
• Support fundraising, M&A, and capital allocation decisions, including the models and analysis behind them
• Own the monthly and quarterly forecast for supported areas
• Contribute to the annual budget and long-range plan by building driver-based models and inputs that connect operational metrics to P&L outcomes
• Lead monthly and quarterly reviews of actuals vs. plan and forecast; explain variances and flag risks and opportunities to business leaders
• Partner with leadership on high-impact questions such as market sizing, investment prioritization, and cost optimization
• Prepare clear executive-, board-, and investor-ready materials that communicate the story behind the numbers
• Use SQL, BigQuery, and AI tools to automate recurring reporting and analysis

Requirements

• 4+ years of experience in investment banking, corporate development, private equity, strategic finance, or FP&A
  • Investment banking or private equity experience (Analyst or Associate) is preferred
• Advanced financial modeling skills, including:
  • Three-statement models
  • DCF
  • Scenario and sensitivity analysis
  • Expert Excel / Google Sheets skills
• Solid understanding of accounting and how the three financial statements connect
• Excellent communication skills, including the ability to explain financial concepts to non-finance partners and present confidently to senior leaders
• Working knowledge of SQL, or demonstrated ability to pick up technical tools quickly
• Hands-on use of AI tools (Claude, ChatGPT, Copilot, etc.) to work faster and automate repetitive work
• Strong ownership, comfort with ambiguity, and a builder mindset
• Degree in Finance, Economics, Business, Math, Engineering, or another quantitative discipline

Preferred Qualifications

• Experience in tech, fintech, travel, marketplaces, or B2B partnerships
• Experience with Python and/or BI tools (Looker, Tableau, etc.)
• CFA, CPA, or MBA

Compensation & Benefits

• Competitive salary and potential upside of pre-IPO equity packages
• Unlimited PTO
• Carrot Cash travel stipend
• Access to co-working space on demand through FlexDesk and a work-from-home stipend
• Generous parental leave, much above industry standards
• 100% employer-paid Medical, Dental, and Vision coverage for employees
• Access to Disability & Life insurance
• Health Reimbursement Account (HRA)
• DCA/FSA and access to a 401k plan

Location

Remote (LI-Remote)

Notice Regarding Automated Decision-Making

This role utilizes automated decision-making systems to assess candidate suitability. Under local regulations, you have the right to understand the principal factors used in this assessment, request a correction of your data, or request a human review of any automated decision.