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Head of Strategic Finance

180k – 240kNew York, NYSan Francisco, CAHybrid6+ YOE
Summary

Own company operating model, capital allocation, budgeting, forecasting, and SaaS metrics to drive strategic decisions. Requires 6+ years in IB/PE/startup finance with expert Excel modeling and SaaS fluency.

About the role

What you'll do

  • Own the company operating model: the integrated P&L, revenue build, and long-range plan that anchors every major resource decision.
  • Build the analyses that inform how we deploy the capital we raise, treating each major investment as a capital allocation decision with a clear view of cost, expected return, and tradeoffs.
  • Run budgeting, forecasting, and the business review cadence, owning the variance analysis and board reporting that hold the company accountable to its plan.
  • Build the headcount and hiring plan, translating growth targets into a capacity model that finance, recruiting, and team leads all plan against.
  • Model the economics of sales compensation, including commission structures, accelerators, and payout curves, to inform how we design and fund our plans.
  • Own GTM and funnel analytics and the SaaS metrics that define the business: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, gross margin, and unit economics.
  • Help stand up and implement the strategic finance tech stack, owning the rollout and the integrity of the data running through it in close partnership with our data team, and support the migration of our accounting and ERP systems (NetSuite, Campfire, Rillet, or similar).
  • Run consolidations across our growing set of international entities, and help think through the compliance questions that come with operating in multiple countries.
  • Lead cross-functional work from the front, coordinating across teams with competing priorities, and pick up what needs doing even when it sits outside strategic finance.

What you'll bring

  • 6+ years across investment banking, private equity, and high-growth startup finance. A common path is two to three years in investment banking followed by private equity, an operating finance role at a fast-growing company, or both.
  • Expert financial modeling in Excel. You build multi-faceted, driver-based models that follow investment banking best practices, and you build them simply.
  • A bias to own and to lead. You like running processes and communicating across an organization, and you're good at it.
  • The self-sufficiency to answer complex business questions on your own, and the instinct to set up the tooling, systems, and data that let the function scale, working hand in hand with data teams.
  • International and multi-entity experience, including consolidations, with the judgment to think through compliance as the company operates across more countries.
  • Fluency in SaaS metrics and unit economics, with a real sense of when payback, LTV/CAC, burn multiple, and net retention matter and when they mislead.
  • Sharp written and verbal communication. You can take a complex analysis and land the single insight that moves a decision.

Even better

  • MBA from a top program (preferred).
  • Hands-on experience with NetSuite, Campfire, Rillet, or a comparable ERP or accounting system implementation.
  • Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar) and modern planning software (Pigment, Anaplan, or similar).
  • Experience supporting a fundraise from the finance seat: data rooms, investor models, and diligence.
  • Experience in SaaS, fintech, payments, tax, or another subscription and usage-based revenue model.

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
Financial modelingExcelFP&ABudgetingForecastingSaaS metricsUnit economicsNetSuiteSQLBI tools
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