Collaborate with cross-functional teams to identify and prioritize strategic initiatives that will have the largest impact on the business.
Provide oversight throughout the implementation of strategic initiatives, ensuring alignment with company goals and financial targets. Monitor progress, identify potential risks, and propose corrective actions as necessary.
Work closely with other departments such as Sales, Marketing, Strategy, and Product to align financial goals with overall business objectives.
Tie all initiatives to the multi-year financial model and ultimate impact on the company’s valuation.
Stay current on industry trends and the competitive landscape, providing insights on market dynamics and their impact on the company's financial strategy. Lead benchmarking efforts to compare the performance against industry peers to identify areas for improvement and propose changes that align with industry best practice.
Develop compelling narratives that showcase the company's strategic direction, financial performance, and growth prospects.

BA/BS degree
7+ years of experience in equity research, private equity, investment banking, consulting, or strategic finance roles (experience operating in a corporate environment preferred)
Public SaaS company exposure with in-depth knowledge of the technology software industry and current market trends; this includes a strong understanding of SaaS financial metrics and KPIs
Demonstrated mastery in financial modeling and valuation techniques
Strong analytical skills with the ability to synthesize complex information and draw actionable insights
High attention to detail
Experience guiding and crafting a clear story from data, with the ability to influence decision-making through strong judgment, credibility, and executive presence; excellent written and verbal communication skills
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Collaborative mindset with a strong ability to build relationships and work cross-functionally with diverse teams.
Proficiency in Microsoft Office Suite
Experience using financial data providers such as FactSet, Pitchbook, and Bloomberg

Strategic Finance Lead

Key skills