Strategic Finance Lead

Key Responsibilities

• Own key sections of the 3-statement corporate operating model — maintaining accuracy and running core aspects of the planning and forecasting process (annual operating plan, rolling forecasts, long-range planning)
• Drive and maintain our KPI framework — building cohort models and tracking key metrics across retention, LTV, payback, and margins to sharpen financial performance
• Build and support our financial reporting cadence — weekly, monthly, and quarterly packages for the exec team, board, and investors that go beyond the numbers to drive decisions
• Drive G&A and headcount cost forecasting and reporting — partnering with department heads to build accurate forecasts, surface risks early, and identify opportunities to optimize spend
• Serve as a key finance business partner across the organization, driving smarter investment decisions and strategies to optimize cost, improve unit economics, and accelerate growth
• Support ad hoc strategic work — capital raises, M&A, and other high-impact initiatives
• Drive improvement and automation across our finance systems and processes — leveraging AI and planning software where it adds value to improve forecasting accuracy, decision speed, and how insights are delivered to the business

Requirements

• 5+ years of Strategic Finance, FP&A, or Corporate Finance experience at a high-growth company, with a background in investment banking, consulting, or M&A transaction services
• Demonstrated experience building and owning 3-statement corporate financial models from the ground up
• Comfortable operating across the full planning cycle — annual budgeting, rolling forecasts, and performance reporting
• Strong business partnering instincts — build trust across functions, facilitate difficult conversations, and distill complexity into clear narratives that drive decisions
• Expert in Excel / Google Sheets with strong accounting fundamentals
• Highly process-driven and technically curious — comfortable working across data and reporting tools to automate workflows, and genuinely excited about how AI is reshaping finance
• Highly fluent in AI, data, and modern tooling — comfortable leveraging AI workflows, vibe coding lightweight solutions, and working hands-on with data to improve decision-making, automate analysis, and scale finance operations efficiently
• Proactive, detail-oriented, and comfortable managing multiple workstreams in a fast-paced environment