4 дня назад
Strategic Finance & Operations
150 000 - 190 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Strategic Finance & Operations (Financial Modeling/AI SaaS): Building the operating metrics, financial models, forecasts, and reporting infrastructure that support decision-making for an AI-native CRM with an accent on strategic finance, planning, and business operations. Focus on structuring ambiguous company-level questions, analyzing imperfect data, improving spend visibility, and turning cross-functional analysis into actionable insights.
Location: San Francisco headquarters; hybrid schedule with Wednesdays working from home
Salary: $150K–$190K plus equity
Company
is an AI-native CRM that builds organized business context from email, calendars, and meetings, helping companies manage accounts, tasks, follow-ups, and insights.
What you will do
- Build operating metrics, dashboards, KPIs, and reporting across revenue, growth, customers, spending, and efficiency.
- Support financial models, forecasts, budgets, headcount plans, and performance analysis.
- Run strategic company-level analyses and turn cross-functional data into actionable insights.
- Improve spend visibility by developing reporting, identifying trends, and supporting spending decisions.
- Establish operating systems, processes, and reporting cadences for the company’s next stage of growth.
- Partner with leadership and teams across the company on strategic, financial, and operational projects.
Requirements
- 2–5 years of experience in investment banking, private equity, venture capital, growth investing, strategic finance, or another highly analytical environment.
- Strong financial modeling and analytical skills, with the ability to build analyses from scratch.
- Ability to structure ambiguous questions and work effectively with imperfect data.
- Strong business judgment and ability to communicate complex analyses as clear, actionable takeaways.
- Interest in working in a fast-moving startup environment and handling detailed operational work.
Nice to have
- Prior startup or operating experience.
Culture & Benefits
- Meaningful early equity and competitive compensation.
- Medical, dental, and vision insurance.
- Three weeks of paid time off, 11 paid company holidays, and a winter holiday break.
- Three months of paid family leave.
- 401(k) plan, commuter stipend, and lunch stipend.
- Regular team dinners, events, offsites, and retreats.
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