Strategic Finance Lead
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Strategic Finance Lead (AI/SaaS): Drive ’s financial planning and performance measurement by building and maintaining forecasts, budgets, and multi-driver models with an accent on revenue/cost planning, board reporting, and unit economics. Focus on designing data pipelines and reporting frameworks for revenue and cost analytics, translating business and GTM signals into actionable insights for high-growth AI operations.
Company
builds an AI platform to help businesses create more human customer experiences.
What you will do
- Develop and run financial planning and forecasting processes (revenue, cost of sales, GTM, R&D, capex, and ID&SW) and integrate them with Corporate FP&A for consolidated plans and board reporting.
- Own budget vs. actuals (BvA) and variance commentary through monthly/quarterly close cycles.
- Build and track unit economics and SaaS metrics (LTV, CAC, CAC payback, LTV:CAC, contribution margin by segment) and connect revenue, cost, and unit-economics trends into performance insights.
- Build and maintain data pipelines and reporting frameworks for revenue and cost analytics; create repeatable templates, documentation, and an automation/AI-native approach to finance operations.
- Lead cross-functional alignment on goals and translate stakeholder priorities into financial frameworks that improve decision-making and execution.
Requirements
- Location: On-site in San Francisco, CA
- 8+ years of total experience, including meaningful time in Strategic Finance, FP&A, or investment roles at a high-growth technology company; exposure to investment banking, private equity, venture capital, or equivalent analytical finance environment.
- Deep fluency in SaaS and ARR-based business models (e.g., bottoms-up ARR bridge, NRR drivers, cohort retention modeling, and enterprise software unit economics).
- Direct experience building revenue models and customer analytics datasets in SaaS/cloud, including customer-level or segment-level ARR analysis.
- Exceptional financial modeling skills to build complex multi-driver models from scratch in Google Sheets (scenario frameworks, sensitivity analysis, dynamic forecast structures).
- Proficiency with BI/data tools (Hex, Omni, Looker) and SQL, with ability to pull and validate data independently.
Culture & Benefits
- Flexible (unlimited) paid time off.
- Medical, dental, and vision benefits for you and your family; life insurance and disability benefits.
- Retirement plan dependent on country of employment; parental leave; fertility and family building benefits through Carrot.
- Discretionary benefit stipend; lunch plus snacks and coffee.
- Free alphorn lessons.
Hiring process
- Interviews focused on finance planning/forecasting, modeling, SaaS/ARR analytics, and cross-functional partnership.
- Evaluation of ability to build processes and data/reporting frameworks with an automation/AI-native mindset.
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