Strategic Finance Manager

Overview

A leading family fintech organization is seeking a Strategic Finance Manager to collaborate with cross-functional leaders and drive business outcomes. This role involves traditional finance responsibilities such as budgeting, forecasting, and reporting, as well as significant involvement in new product analysis, data analytics, strategic projects, and company-wide planning. The position reports to the Director of Strategic Finance and works closely with executives across departments.

Responsibilities

• Develop close working relationships with business leaders to understand their needs and act as a liaison to executive management to achieve business goals.
• Support product, engineering, marketing, and commercial sales teams with detailed financial modeling, scenario analysis, and market insights for new products and initiatives.
• Analyze actual financial results versus budget/forecast and partner with business leaders to provide actionable decision support.
• Manage the financial model including forecasting, budgeting, resource allocation, and long-range planning.
• Assist the Accounting Team with month-end and quarter-end close processes and audit support.
• Prepare analyses for potential strategic acquisitions, partnerships, or investment opportunities.

Requirements

• Strong verbal and written communication skills; comfortable presenting recommendations to executives.
• Detail-oriented with a strong ownership mentality and commitment to high-quality work.
• Creative approach to building custom financial models for diverse cross-functional needs.
• Data-driven mindset for problem analysis and decision support.
• Adaptability and flexibility to pivot as needed in a fast-paced environment.
• 5+ years of directly related work experience.
• Background in venture-backed companies, investment banking, or investing; experience in fintech or startups is a plus.
• Advanced Excel/Google Sheets modeling and technical skills.
• Excellent analytical skills.
• Proven ability to influence across functions and organizational levels.
• Strong accounting and systems knowledge; experience with financial planning software is a plus.
• Strong data visualization skills and ability to simplify complex analyses.

Preferred Qualifications

• Leadership experience and strong communication skills.
• Enthusiasm for continuous learning and skill development.

Compensation & Benefits

• Competitive base salary range depending on location and experience:
  • New York, California, Washington: $145,000 - $190,000
  • Colorado: $145,000 - $175,000
• Discretionary performance bonus
• Equity rewards
• Medical, dental, vision insurance, and HSA match
• Paid life insurance, AD&D, and disability benefits
• Traditional 401(k) with company match and Roth IRA
• Unlimited paid time off
• Paid company holidays and additional bonus holidays
• Professional development stipends
• Mental health resources
• Access to 1:1 financial planners
• Fertility healthcare
• 100% paid parental and caregiving leave, including cleaning service and meals during leave
• Flexible work-from-home options, including remote and in-office opportunities
• Fully stocked kitchen, catered lunches, and occasional in-office social events
• Employee resource groups

Location

This position offers flexible work arrangements with options for remote or in-office work in various locations including New York, California, Washington, and Colorado.

Equal Opportunity

The organization is an equal opportunity employer and does not discriminate based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition, genetic information, marital status, veteran status, or any other protected characteristic under federal, state, or local law.

Reasonable accommodations are available during the hiring process upon request.

Additional Information

Artificial intelligence tools may be used to assist in parts of the hiring process such as application review and resume analysis; however, final hiring decisions are made by humans.