Overview
A growing enterprise AI platform focused on supply chain optimization is seeking a Strategic Finance Lead to partner closely with the Head of Finance and leadership team during a critical scaling phase. This role involves building and owning the company’s financial operating system, including the integrated financial model, annual planning, forecasting, and strategic decision support across all business functions.
The organization serves a global customer base with a hybrid software and professional services business model, including significant implementation and customer engineering teams alongside recurring software revenue. This position supports financial planning and operational decision-making across distributed teams in the US, EMEA, and India.
Responsibilities
Strategic Planning & Finance Leadership
- Own and maintain the integrated operating and 3-statement financial models
- Lead annual planning, forecasting, budgeting, and long-range planning processes
- Build driver-based forecasts covering ARR, services revenue, headcount, utilization, margins, and cash flow
- Develop scenario analyses related to growth investments, hiring plans, deal structures, pricing, and services attach rates
- Support board reporting, executive decision-making, and strategic initiatives
Business Partnership
- Act as a strategic finance partner to leaders across GTM, Product, Engineering, Customer Success, Delivery, Operations, and Accounting
- Enhance visibility into business performance through reporting, KPI development, and financial analysis
- Collaborate with GTM and Delivery leaders on forecasting, capacity planning, utilization, and profitability
- Assist leaders in making informed decisions on growth, efficiency, hiring, and resource allocation
Finance Operations
- Work closely with the Director of Accounting on monthly close, audit preparation, financial reporting, and revenue forecasting
- Collaborate on ASC 606 revenue recognition considerations across software and services revenue streams
- Support cash planning, working capital management, and finance systems improvements
- Help build scalable finance processes to support global growth
Building an AI-Native Finance Function
- Reimagine finance operations within an AI-native company environment
- Leverage AI to improve planning, forecasting, reporting, and decision-making
- Identify opportunities to automate workflows and increase analytical leverage across finance
- Help define how a modern finance team operates in an AI-driven organization
Requirements
- 6–12+ years of experience in strategic finance, FP&A, investment banking, consulting, or related fields
- Experience supporting high-growth B2B SaaS companies with hybrid software and services business models
- Strong understanding of SaaS and professional services revenue models
- Experience building and maintaining complex financial models
- Familiarity with ASC 606 revenue recognition principles
- Strong understanding of services metrics such as utilization, billable hours, and blended margins
- Experience with driver-based forecasting, scenario modeling, and business partnering
- Excellent analytical, communication, and stakeholder management skills
- Experience supporting global operations is a plus
Compensation & Benefits
- Annual base salary range: $150,000 to $180,000, determined by experience
- 20% variable compensation based on individual and business performance
- Opportunity to receive equity in the company
Location
- Remote (United States only)
Candidates who do not meet 100% of the qualifications are encouraged to apply.