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Strategic Finance Manager

150k – 200kSan Mateo, CAFinance & AccountingHybrid3+ YOE
Summary

Builds and maintains company-wide financial models, drives KPI alignment, and partners with executives on high-impact projects at a high-growth AI legal tech SaaS company. Requires 3-5 years in strategic finance or related fields and strong modeling skills.

About the role

Key Responsibilities

  • Own and continuously improve the company-wide financial model - maintaining accuracy, incorporating actuals, and evolving the forecast as the business scales
  • Drive alignment on KPIs and key metrics to monitor business performance, drive growth initiatives, and provide visibility into operating performance
  • Become a trusted thought partner to functional leaders and the executive team (ex. Collaborate with Marketing leadership to build spend visibility, measure channel ROI, and connect demand gen investment to pipeline outcomes)
  • Experiment with AI-driven approaches to automate workflows, sharpen accuracy, and increase the speed and impact of the finance function
  • Take on high-impact ad hoc projects that don’t fit neatly into a job description but provide outsized leverage to the business

What You'll Bring (Required Qualifications)

  • 3–5 years in strategic finance, FP&A, investment banking, management consulting, or private equity. High-growth SaaS strongly preferred
  • Fluent in SaaS business models and able to connect metrics to the operating decisions that drive them - not just report the numbers
  • Strong financial modeling skills - you can build from scratch, maintain rigor under pressure, and can explain the logic clearly to any audience
  • Experience building relationships and communicating with stakeholders across all levels and functions
  • Naturally curious - you ask why the number moved, not just what it is

Educational Background

  • Bachelor’s degree in Finance, Mathematics, Engineering, or other STEM field

Preferred Qualifications

  • Prior marketing finance experience - familiarity with demand gen economics, channel ROI, and spend efficiency analysis
  • Experience with using modern FP&A software (e.g., Pigment, Aleph) or modern data and BI tooling (e.g., Hex, Omni)

Compensation and Benefits

  • US Base Salary Range: $150,000—$200,000 USD
  • Competitive Salary & Equity
  • 401(k) Program with Employer Matching
  • Health, Dental, Vision and Life Insurance
  • Short Term and Long Term Disability
  • Commuter Benefits*
  • Autonomous Work Environment
  • Workplace Setup Reimbursement
  • Telecomm Stipend
  • Flexible Time Off (FTO) + Holidays
  • Quarterly Team Gatherings
  • In office Perks* (*In office employees only)
Skills
Financial ModelingSaaS MetricsFP&APigmentAlephHexOmniExcelKPIsDemand Generation ROI
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