Build, maintain, and improve the financial models that support budgeting, forecasting, and the long-range plan.
Own recurring reporting and analysis: monthly and quarterly variance, KPI tracking, and the dashboards leadership uses to run the business.
Support the headcount and hiring plan, keeping the capacity model current as the company grows.
Run GTM and funnel analytics: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, and the unit economics behind them.
Build the analyses that inform capital and resource decisions, and help pressure-test the assumptions behind them.
Help prepare board and investor materials, turning the underlying data into a clear and accurate story.
Support the rollout of our FP&A tooling and the integrity of the data running through it, partnering closely with the data team.
Take on analysis across the business as questions come up, including work that sits outside a strict strategic finance lane.

A foundation in investment banking and private equity, ideally a couple of years in each, with the modeling and analytical rigor that comes from both.
Strong financial modeling in Excel. Your models are driver-based and clean, built to answer a specific question, and you work quickly and accurately.
A reliable, low-ego operator who takes ownership of deliverables and gets them done without needing to be managed closely.
Comfort with ambiguity and a high-paced environment, and the judgment to know which questions matter most.
Familiarity with SaaS metrics and unit economics, including retention, CAC, payback, and LTV/CAC.
Clear written and verbal communication. You can present an analysis simply and make the takeaway obvious.
Even better
Experience at a SaaS, fintech, payments, or tax company.
Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar).
Exposure to budgeting, forecasting, or board reporting in an operating role.
Hands-on experience with FP&A or ERP tooling (NetSuite, Pigment, Anaplan, or similar).

Strategic Finance Manager

Key skills