# Strategic Finance

**Company:** [Latent](https://hotfix.jobs/companies/latent)
**Location:** San Francisco, CA
**Role:** Finance & Accounting
**Salary:** $165k – $185k/yr
**Experience:** 2+ years
**Skills:** Financial Modeling, Financial Planning, FP&A, Excel, Google Sheets, Forecasting, Scenario Analysis, Budgeting, Financial Reporting, Accounts Payable, Accounts Receivable, Procurement, Vendor Management, Month-End Close, Financial Statements
**Posted:** 2026-08-14

> Supports financial planning, forecasting, budgeting, business analysis, vendor management, and day-to-day finance operations while helping build scalable finance systems. The role requires 2–5 years of relevant experience, strong modeling skills, and advanced Excel or Google Sheets proficiency.

## Job Description

## Responsibilities

### Financial Planning and Modeling
- Build and maintain financial models covering revenue, expenses, headcount, cash flow, and runway.
- Develop forecasts and scenario analyses to support company planning and strategic decisions.
- Analyze business performance and explain key trends, risks, and opportunities.
- Evaluate investments, hiring plans, pricing decisions, partnerships, and other strategic initiatives.
- Prepare financial materials for leadership, board meetings, and investors.

### Budgeting and Reporting
- Own or support annual budgeting and ongoing forecasting processes.
- Partner with team leaders to establish budgets and monitor performance.
- Produce monthly budget-versus-actual reporting and investigate significant variances.
- Build dashboards and reporting for financial and operating performance.
- Improve the quality, consistency, and accessibility of company financial data.

### Vendor and Spend Management
- Manage vendor onboarding, renewals, purchasing workflows, and contract records.
- Evaluate vendors, negotiate commercial terms, and identify savings opportunities.
- Maintain visibility into software subscriptions and recurring commitments.
- Partner with budget owners to ensure purchases are appropriate, approved, and within budget.
- Develop scalable procurement and expense-management policies and processes.

### Invoicing and Finance Operations
- Coordinate accounts payable and accounts receivable workflows.
- Review invoices for accuracy, approval, and correct coding.
- Track payment status and resolve discrepancies with vendors and internal stakeholders.
- Support customer invoicing and collections as needed.
- Maintain organized financial records and assist with month-end close.
- Coordinate with external accounting, tax, payroll, and other finance partners.

### Building the Finance Function
- Identify inefficient processes and develop improved systems.
- Document financial policies, controls, and operating procedures.
- Help select and implement finance tools as the company grows.
- Take ownership of new financial and operational priorities.

## Requirements
- 2–5 years of experience in strategic finance, FP&A, investment banking, consulting, accounting, startup finance, or a related field.
- Strong financial modeling and analytical skills.
- Advanced proficiency with Excel or Google Sheets.
- Ability to turn complex financial information into clear recommendations.
- Excellent attention to detail and high standards for accuracy.
- Strong organizational and project-management skills.
- Comfort managing strategic projects and recurring operational work.
- Clear, thoughtful communication with colleagues, vendors, and external partners.
- Proactive, low-ego approach and willingness to take ownership.
- Comfort operating in a fast-changing environment with incomplete information.

## Nice to Have
- Experience at an early-stage or rapidly growing technology company.
- Familiarity with accounting, month-end close, and financial statements.
- Experience with financial planning, accounting, procurement, or spend-management systems.
- Experience supporting fundraising, investor reporting, or board preparation.
- Interest in healthcare, pharmacy operations, or health technology.

## Success Measures
Within the first year, you will have:
- Built a reliable financial model and forecasting cadence.
- Given leaders clear visibility into budgets, spending, and runway.
- Improved the accuracy and efficiency of invoicing and payment workflows.
- Established a more disciplined vendor-management process.
- Delivered analysis that influenced company decisions.
- Created finance systems that can scale with company growth.

## Benefits
- Work directly with company leadership on high-impact decisions.
- Gain exposure to nearly every part of the business.
- Help shape the finance function from an early stage.
- Take on meaningful ownership with room to grow.

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