Finance & Strategy Manager

Overview

This role is a finance partner to business leaders, helping teams understand performance, evaluate opportunities, and make better decisions. Responsibilities include building financial models behind forecasts, partnerships, and strategic plans; leading business reviews; and translating analysis into clear recommendations for senior leadership and the CFO.

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, and 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 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, shifting time from data handling to insight

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 and DCF, plus strong scenario and sensitivity analysis
• Expert 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 a 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
• A 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

Location

Not specified