Strategic Finance & Business Operations
First strategic finance hire reporting to Head of Finance, splitting time between FP&A, investor relations, and high-impact business operations projects at a post-Series B AI startup.
About the job
Strategic Finance (50%)
- Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics
- Own financial planning and analysis including annual planning, rolling forecasts, and headcount modeling
- Support fundraising, investor relations, and strategic transactions such as M&A and partnerships with data-driven analysis and materials
- Develop and maintain the financial infrastructure needed to operate efficiently as we scale from Series B toward growth stage
Business Operations (50%)
- Take on high-priority, ambiguous projects that move the needle: pricing strategy, market analysis, new market entry, partnership evaluation, sales compensation design, or whatever the business needs most
- Build operational infrastructure and processes as the company scales: the systems, workflows, and playbooks that do not exist yet
- Partner cross-functionally with Sales, Marketing, Product, and Engineering to bring financial and analytical rigor to business decisions
- Drive procurement, vendor evaluation, and cost optimization across the company
- Identify and solve operational bottlenecks before they become problems
Who You Are
- 2 to 5 years of experience with a strong foundation in investment banking, private equity, or consulting, followed by experience at a high-growth technology company (Series A to D preferred)
- You have built financial models extensively. Excel and Google Sheets are extensions of your brain
- You thrive in ambiguity. You do not need a playbook. You write the playbook
- High agency, low ego. You will build a board deck in the morning and chase down a missing invoice in the afternoon. No task is beneath you
- Exceptional judgment and prioritization. You know the difference between what is important and what is urgent
- Strong communicator who can distill complexity into clear, actionable recommendations for founders and leadership
- SQL proficiency required. Python or BI tools are a plus
- Comfortable operating with incomplete information and making decisions at speed
- You take ownership of outcomes, not just tasks. When you see a problem, you fix it
Skills
Financial Modeling, Excel, Google Sheets, SQL, Financial Planning And Analysis, Investor Relations, Fundraising, Pricing Strategy, Market Analysis, Python
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