Finance & Strategy Manager

Overview

This role serves as a finance partner to business leaders, helping teams understand performance, evaluate opportunities, and make better decisions. You will build forecasting and strategic planning models, lead business reviews, and convert analysis into clear recommendations for senior leadership and the CFO.

The organization operates as a lean, fast-moving team. You will use SQL and AI tools to automate recurring reporting and analysis so time can focus on insight 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 modeling and analysis behind them
• Own monthly and quarterly forecasts for supported areas, and contribute to the annual budget and long-range plan using 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 topics such as market sizing, investment prioritization, and cost optimization
• Prepare 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 proficiency in Excel / Google Sheets
• 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 experience using 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 the upsides 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
• Very 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 401k plan
• Please ask about parental leave details

Location

• Remote (role is marked as #LI-Remote)

Equal Opportunity / Application Screening

The organization leverages AI-driven tools to assist in reviewing applications and assessing qualifications. By submitting an application, you acknowledge the use of these automated screening technologies.