Lead financial strategy and planning for a growing organization by overseeing budgeting, forecasting, and analytical processes. In this role, you'll partner with executive leadership and cross-functional teams to guide financial decision-making and support scalable growth.
Key Responsibilities
- Direct the annual budgeting cycle in coordination with department leaders
- Build and maintain financial models to support forecasting and strategic planning
- Deliver variance analysis to uncover performance drivers and trends
- Produce recurring financial reports and dashboards for executives, board members, and lenders
- Advise on financial risks and recommend mitigation strategies
- Monitor market dynamics and assess financial implications
- Collaborate with accounting and operations to ensure reporting accuracy
- Support ROI evaluation and cost optimization initiatives
- Lead financial due diligence and modeling for potential M&A activities
- Identify opportunities to enhance efficiency through automation and data integration
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Minimum of 4 years in FP&A roles with demonstrated experience in financial modeling and forecasting
- At least 2 years in investment banking or a similarly rigorous financial environment
- Strong proficiency with Excel, financial modeling tools, Salesforce, and QuickBooks
- Excellent analytical, written, and verbal communication skills
- Ability to operate effectively in a fast-paced, evolving organization
Preferred Background
- MBA or CFA designation
- Experience in a private equity-sponsored or high-growth SaaS company
- Familiarity with Python, API integrations, and data pipeline development
- Experience applying LLMs to automate finance and go-to-market workflows
Work Environment
This position is 100% remote, with team members distributed across multiple U.S. locations. You’ll have the flexibility to work from any location, supported by a remote-first culture.
Compensation & Benefits
- Base salary starting at $180,000, plus annual bonus
- Flexible Time Off and Volunteer Time Off
- Comprehensive health coverage: Medical, Dental, and Vision
- Health Savings Account (HSA) and Flexible Spending Accounts (FSA, DCFSA)
- 401(k) with company match
- Company-paid Short and Long Term Disability and Life Insurance
- Paid Parental Leave
- Monthly work-from-home stipend
- Career development reimbursement program
