Senior Manager, Strategic Finance

Overview

This role supports strategic finance at a fast-growing, cloud-based software organization serving auto repair shops. The Sr. Manager, Strategic Finance will partner with executive leadership by owning the analytical layer behind go-to-market motion, shaping long-range strategy, and driving high-stakes decisions as the business scales.

Responsibilities

Special Projects & Strategic Analysis

• Lead ad hoc strategic work including M&A screening, new market evaluation, pricing strategy, and new product launches
• Conduct competitive and market analysis to inform go-to-market and product strategy
• Evaluate strategic partnerships and commercial deal structures, assessing financial impact and trade-offs
• Support build vs. buy vs. partner decisions with rigorous financial and strategic frameworks
• Identify opportunities to automate recurring finance workflows using AI and modern FP&A tooling, reducing manual effort and improving data integrity

Long-Range Planning and Strategic Modeling

• Build and own long-range financial models forecasting multi-year revenue across various investment scenarios
• Model strategic alternatives and simulate how key business decisions (pricing, partnerships, market entry, capacity investment) affect long-term outcomes

GTM Finance & Customer Economics

• Own the analytical layer behind the GTM motion (CAC, sales efficiency, and funnel conversion analytics)
• Build and maintain customer economics frameworks including LTV:CAC, retention, churn drivers, and cohort analysis
• Evaluate expansion economics across upsell and cross-sell motions
• Serve as the analytical thought partner to Sales, Marketing, Customer Success, and Product leadership, translating data into actionable recommendations

Executive and Board Reporting

• Develop strategic materials for the Board of Directors and investors, translating complex operational data into clear narratives
• Prepare executive-level presentations, investment briefs, and strategic summaries distilling complex analysis into actionable insight
• Build and maintain reusable AI-assisted workflows for recurring deliverables

Requirements

• 5+ years in strategic finance, investment banking, private equity, management consulting, FP&A, or comparable analytical roles
• Background in SaaS is strongly preferred
• Demonstrated strength in financial modeling, including building models from scratch, stress-testing assumptions, and communicating outputs clearly
• Experience working on special projects or cross-functional initiatives with senior stakeholders
• Built at least one reusable prompt workflow for a recurring finance deliverable; can describe it and the time it saved
• Experience connecting AI tools to live data sources (e.g., CRM, financial databases) to automate recurring competitive or pipeline monitoring is a strong plus
• Proficiency in Excel and/or Google Sheets; experience with SQL; familiarity with BI tools such as Looker or equivalent; comfort with AI tools and workflow automation

Preferred Qualifications

• Exceptional financial modeling skills, including ARR and revenue modeling, pipeline and capacity planning, scenario analysis, and sensitivity testing
• Strong strategic thinking and analytical capabilities, with the ability to translate insights into actionable plans
• Excellent communication, presentation, and interpersonal skills, with the ability to influence and build rapport at all levels
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously under tight deadlines
• Self-starter with a proactive attitude and a strong sense of ownership
• Ability to work independently and as part of a dynamic team in a fast-paced, evolving environment

Compensation & Benefits

• Competitive base salary
• Flexible PTO (no set number of days)
• Paid maternity, parental bonding, and medical leave for you or your loved ones
• Comprehensive health benefits: Medical, Dental, Vision, and Prescription coverage
  • Employee-only plans cover 100% of premiums
  • Families: company covers 50% of costs
• Free, confidential counseling through a counseling partnership
• 401(k) Retirement Savings Plan with 100% employer match on contributions up to 6%
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Life and Accidental Death & Dismemberment (AD&D) Insurance
• Wellness support: up to $60/month toward fitness, mental health, or other wellness needs
• After one year of employment: $300 home office setup bonus
• Support for continuing education

Location

Hybrid and remote work models are available based on proximity to office hubs. Travel is expected as part of the role, including several in-person team and organization-wide offsites per year (attendance is expected and supported).

Equal Opportunity

The employer is an equal opportunity employer and provides reasonable accommodations for individuals with disabilities to participate in the application or interview process and to perform essential job functions.