Strategic Finance Lead

What you will accomplish

• Fully own and maintain Ambience's 2-year financial model and rolling P&L forecast, including version control, updates, and internal distribution.
• Lead the annual planning process end-to-end, including bottoms-up budgeting, goal alignment with department leads, and integration into the operating model.
• Establish and run a monthly reporting cadence for forecast vs. actuals, including budget variance analysis, cash forecasting, and key variance commentary.
• Lead financial preparation for quarterly board meetings, including top-line forecast updates, performance narratives, and investor-ready materials.
• Build forecasting engines that link rep capacity, pipeline stages, and pricing into revenue forecasting, partnering with GTM and RevOps to validate assumptions.
• Represent finance at deal desk to ensure effective margin representation across customer engagements.

Early success indicators (first 3 to 6 months)

• Full ownership of the financial model and monthly forecast is transitioned, with a clear cadence for updates and scenario modeling.
• Monthly reporting for forecast vs. actuals is stood up and running within 3-5 business days of close, with variance commentary that surfaces operational drivers.
• A bottoms-up budgeting process is launched and underway with department leads, rolling into the operating model.
• Financial preparation for board materials is delivered on time, with polished and exec-ready outputs that translate complex models into clean insights.
• Pipeline-to-revenue forecasting models are operationalized, improving accuracy of long-range CARR forecasts.

Must-have qualifications

• 6-10 years in strategic finance, FP&A, or investment banking with progression into operating roles at high-growth SaaS or technology companies.
• Direct experience owning company-wide financial models and annual planning processes, including multi-year P&L forecasting and scenario analysis.
• Strong fluency in SaaS metrics, cohort-based revenue modeling, and enterprise sales finance (pipeline conversion, rep productivity, CARR/ARR).
• Demonstrated ability to partner cross-functionally with GTM, Product, and G&A leaders to align financial planning with business strategy.
• Excellent executive communication: translates complex financial models into crisp, defensible insights for leadership and board audiences.
• High ownership mentality: independently manages forecast updates, builds repeatable processes, and drives automation without hand-holding.

Nice-to-have qualifications

• Healthcare or other regulated industry experience.
• Experience partnering closely with Accounting on GAAP revenue recognition, close processes, and audit readiness.
• Familiarity with modern planning and BI tools such as Adaptive, Pigment, Sigma, or similar.
• Experience supporting fundraising processes or investor relations at a venture-backed company.
• Background in management consulting or investment banking prior to operating roles.

Compensation & Benefits

• Base compensation approximately $190,000 to $225,000 per year, excluding equity or bonus targets.
• Comprehensive medical, dental, and vision coverage for you and your dependents.
• 401(k) with a company match of up to 3% of base salary.
• Remote-friendly culture (with a San Francisco HQ) and full equipment provisioning.
• Parental leave.
• Annual company-wide off-sites, team off-sites and regular team lunches and all-hands gatherings, with travel, lodging and meals covered.
• Flexible time off with no annual cap, company-wide holidays and an annual holiday shutdown from December 24–January 1.