Senior Strategic Finance Manager (Corporate Finance)

Overview

This role is responsible for owning and shaping the corporate finance cycle end to end, including monthly reporting, driver-based forecasting, annual planning, scenario work, and the KPI/metrics layer. You will partner with senior leadership on capital, pricing, and headcount decisions and help redesign finance processes as the organization scales. The position is hands-on, with latitude to improve tooling and reduce manual effort through AI-enabled workflows.

Responsibilities

• Own the corporate finance cycle end to end, including:
  • Monthly reporting package
  • Driver-based forecast
  • Annual planning
  • Scenario analysis
  • Redesign finance processes and components that no longer hold up as the business scales
• Frame and prioritize which scenarios should be run ahead of capital, pricing, and headcount decisions, delivering recommendations rather than raw output
• Lead annual planning across departments, including calendar/template setup through consolidation and board-ready output
• Drive cross-functional alignment on:
  • Metric definitions
  • Reporting dimensions
  • Financial data hygiene
• Own the company-level KPI and metrics layer, including decisions on which leadership measures matter as the business evolves and the trends driving each metric
• Conduct market and competitor research to support:
  • Pricing and packaging
  • Capital allocation
  • Improved forecasting
• Communicate complex financial mechanics to non-finance partners and drive cross-functional decisions and buy-in
• Set how budget management runs across departments, including cadence and what department leaders are accountable for
• Lead Finance’s AI operating standard by building systems and agents to support it
• Partner with Sales leadership on the capacity model and KPI tracking

Requirements

• 7+ years in FP&A or strategic finance, including several years at a SaaS or usage-based business
• Investment banking, consulting, or private equity background preferred
• Strong modeling skills, including the ability to:
  • Develop frameworks to solve complex problems
  • Run scenarios
• Experience owning multiple annual planning cycles end to end
• Proven track record building 3-statement models from scratch, including scenario and sensitivity analysis, and making structural changes to models (not only updating inputs)
• Strong working knowledge of US GAAP and core accounting principles
• Advanced Google Sheets or Excel, with comfort working with large datasets and formula-heavy models
• Ability to frame abstract business problems and create frameworks to address them
• Deep understanding of how financial data moves across source systems, the warehouse, and the planning/reporting layer
• Deep command of SaaS metrics and their drivers, with an informed point of view on which metrics matter at the company’s stage
• Working knowledge of SQL
• Hands-on experience building AI workflows adopted by other teams, including clarity on where human checks belong
• Experience presenting analysis and recommendations to executive staff and driving organization-level impact
• Deep curiosity about the business, product, customers, competitors, and industry trends

Preferred Qualifications

• Investment banking, consulting, or private equity background

Compensation & Benefits

• Target hiring range: $150,000 - $208,000 for most US-based locations
• Salary may vary by location based on labor costs; starting pay is determined by factors including expertise and skills, market demands, experience, internal equity, and applicable geographic location
• Compensation packages and ranges are subject to change
• Role includes robust benefits and participation in an equity plan

Location

• Most US-based locations (salary range provided above). Candidates outside the US or in premium markets should consult with Talent Acquisition partner regarding location-based ranges, as they may be higher or lower than the average US range listed.

Application Information

• Applications will close Friday, November 13th at 5pm CST
• Not required to meet 100% of qualifications to apply
• Applicants should include a resume (or short list of job history and skills); a LinkedIn link is acceptable
• A cover letter is appreciated (not required)
• Equal opportunity employer; accommodations available for applicants with disabilities