Strategic Finance Manager
Strategic Finance Manager building financial models, forecasts, and GTM analytics to drive budgeting, hiring, and capital decisions at a fast-growing AI tax platform. Requires investment banking and private equity experience plus strong Excel modeling skills.
About the job
What you'll do
- Build, maintain, and improve the financial models that support budgeting, forecasting, and the long-range plan.
- Own recurring reporting and analysis: monthly and quarterly variance, KPI tracking, and the dashboards leadership uses to run the business.
- Support the headcount and hiring plan, keeping the capacity model current as the company grows.
- Run GTM and funnel analytics: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, and the unit economics behind them.
- Build the analyses that inform capital and resource decisions, and help pressure-test the assumptions behind them.
- Help prepare board and investor materials, turning the underlying data into a clear and accurate story.
- Support the rollout of our FP&A tooling and the integrity of the data running through it, partnering closely with the data team.
- Take on analysis across the business as questions come up, including work that sits outside a strict strategic finance lane.
What you'll bring
- A foundation in investment banking and private equity, ideally a couple of years in each, with the modeling and analytical rigor that comes from both.
- Strong financial modeling in Excel. Your models are driver-based and clean, built to answer a specific question, and you work quickly and accurately.
- A reliable, low-ego operator who takes ownership of deliverables and gets them done without needing to be managed closely.
- Comfort with ambiguity and a high-paced environment, and the judgment to know which questions matter most.
- Familiarity with SaaS metrics and unit economics, including retention, CAC, payback, and LTV/CAC.
- Clear written and verbal communication. You can present an analysis simply and make the takeaway obvious.
Even better
- Experience at a SaaS, fintech, payments, or tax company.
- Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar).
- Exposure to budgeting, forecasting, or board reporting in an operating role.
- Hands-on experience with FP&A or ERP tooling (NetSuite, Pigment, Anaplan, or similar).
What we offer
- Competitive salary and equity - you'll share directly in the company's success
- Full medical, dental, and vision coverage
- Wellness perks like Headspace and the Peloton One App
- 401(k) to help you build long-term financial security
- Lunch and snacks when you're in the office
- Regular team offsites and company events as we grow
- A culture built on ownership - your work matters and people will see it!
Skills
Excel, Financial Modeling, SQL, Looker, Hex, Sigma, NetSuite, Pigment, Anaplan, SaaS Metrics
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