Strategic Finance Manager

Overview

A senior finance leadership role is available for a Strategic Finance Manager responsible for advanced financial analysis, strategic planning, and decision support across the business. This position collaborates closely with executive leadership and cross-functional teams including Sales, Sales Operations, Go-To-Market, Product, and Customer Success to provide actionable insights that inform strategy, optimize performance, and support scalable growth.

Responsibilities

• Lead development, refinement, and ownership of core SaaS metrics and KPIs, ensuring accuracy and alignment with industry benchmarks
• Analyze key SaaS financial metrics such as ARR, bookings, revenue, margins, renewals, customer lifetime value, and expense drivers
• Build and maintain sophisticated financial models using Excel, Google Sheets, Tableau, and other tools, focusing on automation and scalability
• Partner with senior leaders to provide strategic insights, recommendations, and decision support through deep financial and operational analysis
• Serve as a strategic thought partner to GTM leadership, supporting long- and short-term planning across bookings, revenue, pipeline, and operating expenses by product, geography, and business segment
• Collaborate with the CRO and Sales Operations on sales capacity planning, quota setting, compensation design, and commission analysis
• Prepare staffing and productivity analyses and deliver data-driven recommendations to executive leadership
• Identify financial risks and opportunities impacting enterprise performance to support proactive decision-making
• Lead design and delivery of executive-ready reporting, dashboards, and visual storytelling for monthly, quarterly, and ad hoc reviews
• Support consolidation of budgets and forecasts in partnership with FP&A team members, continuously improving models and reporting accuracy
• Drive reporting, forecasting, and process improvements including metric alignment, data integrity, and automation across systems
• Prepare materials for Monthly Reporting Packages, Quarterly Business Reviews, and executive and Board-level presentations

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field, or equivalent practical experience
• 10+ years of progressive experience in FP&A or strategic finance; experience in PE-backed or public company environments is a plus
• 5+ years of experience in technology or SaaS finance
• Deep expertise in SaaS GTM finance including revenue models, sales productivity, and pipeline dynamics
• Expert-level financial modeling skills
• Advanced proficiency in Excel and financial planning/budgeting tools
• Experience with Salesforce is required
• Strong ability to influence, partner with, and communicate effectively with senior leaders

Preferred Qualifications

• MBA, CPA, CFA, or similar professional certification
• Experience with Tableau, NetSuite, or similar analytics and ERP platforms

Skills and Competencies

• Strategic thinker with strong analytical and problem-solving skills
• Exceptional communication and storytelling abilities, particularly with financial data
• Strong leadership skills with experience developing and mentoring finance talent
• Ability to manage competing priorities in a fast-paced, evolving environment
• Collaborative mindset with a strong focus on business partnership and impact
• Ability to work cooperatively with cross-functional stakeholders
• Reliable attendance and ability to perform well in high-stress environments

Compensation and Benefits

• Salary range: $135,000 - $149,000 plus bonus and benefits
• Health, dental, and vision benefits
• Flexible PTO, sick time prorated based on date of hire, all federal holidays (US only), plus 3 days of paid volunteer time
• Eligibility for annual discretionary bonus plan for non-commissioned positions
• FSA and dependent care accounts, Employee Assistance Program where applicable
• Educational reimbursement
• 401(k) with employer match or pension where applicable
• Pet insurance (US only)
• Parental leave (US only)
• Hybrid and remote work model

Location

This role supports a hybrid and remote work model, location flexible within the United States.