Strategic Finance Senior Manager

Overview

A leading technology organization is seeking a Strategic Finance Senior Manager to support IPO preparation efforts, investor relations strategy, and strategic finance growth initiatives including mergers and acquisitions. This role reports to the Vice President of Corporate Finance and involves collaboration with senior executives, cross-functional teams, and the Board of Directors.

Responsibilities

• Lead preparation of private investor relations materials, including mock public earnings release documents
• Collaborate with Finance, Product, Go-To-Market, and Strategy leaders to shape and manage the company’s investment story
• Work with Accounting and Legal teams to prepare materials for public company readiness and filings
• Support investor relations during IPO processes or potential financing events, including managing relationships with external partners and investors
• Lead or support financial modeling, due diligence, and business integration for strategic growth transactions such as mergers, acquisitions, or partnerships
• Prepare financial models and business cases for strategic investments on an ad hoc basis
• Assist in preparing reports and analyses for shareholders and senior leadership, including Board of Directors inquiries
• Monitor industry and competitor developments to maintain benchmarks and inform the company’s investment narrative
• Participate in or lead corporate strategic programs involving cross-functional collaboration and finance-led execution

Requirements

• 6 to 10 years of relevant experience in finance, with a focus on M&A, integration, portfolio investment management, and investor relations
• Experience in B2B technology, software, or SaaS environments, with a strong understanding of enterprise software business models, especially subscription models for cloud and on-premises
• Background as a software research analyst, buy-side investor, private equity operating partner, or investment banker preferred
• Experience driving post-acquisition integration and investment value creation
• Deep knowledge of traditional B2B SaaS/software business models, metrics, and KPIs
• Expertise in financial modeling, analysis, capital budgeting, investor relations support, and corporate accounting
• Excellent executive presentation skills to communicate key drivers effectively
• Strong interpersonal, communication, organizational, and management skills
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint for financial modeling with large datasets
• Experience with Tableau, Adaptive Planning, and/or Oracle Financials is a plus
• Bachelor’s degree in Finance

Preferred Qualifications

• Prior experience in high-tech, software, or SaaS companies

Compensation & Benefits

• Base salary range: $140,800 to $200,000
• Comprehensive health coverage
• Generous paid time off
• Flexible work options
• Learning and career mobility programs
• Leadership workshops
• Sixteen paid volunteer hours annually
• Global employee resource groups
• Collaborative work environment with a "No Jerks" policy
• Modern office amenities including EV charging and healthy snacks
• Charitable giving program with company match
• Pay transparency and performance-based rewards

Location

This role’s location and work arrangements will be discussed during the hiring process. Candidates should be prepared to work collaboratively across departments and with senior leadership.

This employer is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.