Strategic Finance

Overview

A growing technology organization is seeking experienced professionals to join their Strategic Finance team. This team addresses critical business challenges by managing budgeting, annual and quarterly planning, resource allocation, financial analysis, and cross-functional partnerships. The role requires strong analytical skills, strategic thinking, effective communication, and comfort with ambiguity. It offers high visibility and involvement in key business areas.

Multiple roles are available within the Strategic Finance team, focusing on different business areas:

• Go-To-Market: Focus on the Sales business, improving annual planning and forecasting, and influencing resource and investment decisions.
• Corporate: Focus on revenue and Annual Recurring Revenue (ARR) close accuracy, scaling financial models, and leveraging automation for data-driven insights.
• Growth: Focus on acquisitions, including reporting and forecasting for acquired businesses, partnering with leadership to identify growth opportunities, pricing, packaging, and unit economics.

This is a full-time position based in one of the US hubs (San Francisco or New York) or remote within the United States.

Responsibilities

• Drive alignment on KPIs and key metrics to monitor business performance and growth initiatives.
• Build annual operating plans, quarterly, and monthly financial forecasts.
• Develop cross-functional partnerships to generate business insights and support executive decision-making.
• Own, run, and improve financial processes supporting the business.
• Collaborate with Strategic Finance, Data Science, and Revenue Operations teams to enhance ARR data quality and forecasting.
• Prepare and deliver presentations for the Executive Team, including CFO, CMO, and CRO.
• Experiment with AI-driven solutions to automate workflows, improve accuracy, and increase the impact of finance operations.
• Help scale financial operating rhythms as the organization grows.
• Serve as a trusted thought partner to functional leaders and executives.

Requirements

• 5+ years of relevant experience in investment banking, private equity, strategic finance, Big 4 audit, business operations, or related fields.
• Experience in financial planning and data-driven analysis.
• Proven ability to build processes from scratch, structure complex issues, and develop actionable plans.
• Strong problem-solving skills, ability to manage workload and priorities independently, and meet deadlines.
• Experience building relationships and communicating effectively with stakeholders at all levels.
• Genuine curiosity and passion for the work.

Preferred Qualifications

• Experience at a high-growth B2B SaaS company, especially in go-to-market roles.
• Proficiency with SQL, AI tools, and working with large data sets.

Compensation & Benefits

• Annual base salary range: $115,000 to $245,000 USD, with actual compensation based on qualifications, experience, role scope, and location.
• Salary for remote roles is adjusted based on employee location (80% to 100% of the stated range).
• Equity participation.
• Comprehensive benefits including health, dental, and vision insurance.
• Retirement plan with company contribution.
• Parental leave and reproductive or family planning support.
• Mental health and wellness benefits.
• Generous paid time off and company recharge days.
• Learning and development stipend.
• Work-from-home stipend and cell phone reimbursement.
• Sales incentive pay for sales roles and annual bonus plan for eligible non-sales roles.

Location

This role can be based in San Francisco, New York, or remote within the United States.

Equal Opportunity & Accessibility

The organization is an equal opportunity employer committed to diversity and inclusion. Employment decisions are made without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, veteran status, or any other protected characteristic.

Reasonable accommodations are provided for individuals with disabilities throughout the hiring process and employment. Examples include accessible interview locations, closed captioning, screen reader-compatible communications, and alternative interview formats.

Candidates should be prepared to keep cameras on during video interviews and attend in-person onboarding if hired.