Strategic Finance Manager

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!