6 дней назад
Strategic Finance Lead
165 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Strategic Finance Lead (AI-native tax software): Leading strategic finance projects, planning and forecasting, growth and profitability analysis, and finance systems implementation for an AI-native tax platform with an accent on SaaS metrics, financial modeling, and cross-functional decision support. Focus on evaluating pricing and product economics, building driver-based forecasts, improving finance systems with AI and automation, and preparing leadership and investor analyses.
Location: Hybrid, three days per week in the New York City office. Relocation assistance to New York City is available if needed.
Salary: $165,000–$225,000 per year, plus equity.
Company
is an AI-native tax solution combining AI agents, human expertise, and global compliance for more than 3,500 businesses.
What you will do
- Lead strategic projects covering pricing, product economics, go-to-market strategy, and capital allocation from analysis through implementation.
- Own driver-based forecasts, headcount and capacity models, KPI dashboards, annual budgeting, and long-range planning for assigned areas.
- Analyze funnel performance, marketing returns, retention, gross margin, and customer economics to guide investment decisions.
- Partner with Sales, Marketing, Product, and Operations on goals, hiring proposals, investment decisions, and tradeoffs.
- Prepare analysis and written narratives for board and investor materials, fundraising, and diligence workstreams.
- Lead finance systems projects and use AI and automation to improve reporting speed, reliability, and data quality.
Requirements
- 5–8 years of combined experience in investment banking, investing, or comparable analytical roles and operating finance at a rapidly growing B2B software company.
- Strong financial modeling skills, including building clear, driver-based Excel models from scratch.
- Knowledge of SaaS metrics and unit economics, including ARR, retention, CAC, payback, and gross margin.
- High ownership, strong commercial judgment, analytical rigor, and the ability to drive broad objectives through completion.
- Practical experience using AI in analysis or workflow automation, with the ability to validate its output.
- SQL and BI tools such as Hex, Looker, or Sigma.
Nice to have
- Experience with pricing, sales compensation, or subscription and usage-based revenue models.
- Exposure to fundraising, board reporting, or planning tools such as Pigment or Anaplan.
Culture & Benefits
- Hybrid work with regular team offsites and company events.
- Full medical, dental, and vision coverage.
- 401(k), wellness benefits including Headspace and Peloton One, and office lunch and snacks.
- Ownership-focused environment with direct exposure to leadership and meaningful influence on business investment decisions.
- Relocation assistance to New York City.
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