Director, Strategic Finance (Product & Engineering)

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies and businesses to elevate their digital presence. They are seeking an experienced Director of Strategic Finance to lead the financial function for Product & Engineering, partnering with senior leaders to inform resource allocation and drive growth.

Responsibilities:

• Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions
• Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets
• Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc
• Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives
• Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals
• Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency
• Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture
• Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

Requirements:

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.)
• 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience
• Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors
• Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business
• Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
• Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact
• Deep understanding of SaaS and usage-based business models and metrics
• Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
• Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
• Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines
• Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)
• Track record of using AI to improve forecasting methodologies or drive process improvements
• Experience building & scaling a strategic finance function from scratch