Strategic Finance Lead

Skills
Software As A ServiceBusiness IntelligenceEmerging TechnologiesMerchandise PlanningMicrosoft SurfaceModelingNew Market Expansion
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5+ years of progressive FP&A or strategic finance experience ideally in a high-growth startup or technology company
  • Exceptional financial modeling skills with complex elegant and usable models
  • Demonstrated use of AI in forecasting analysis automation or reporting
  • Strong grasp of GAAP the three financial statements and how they connect
  • Ability to analyze financial data and communicate insights clearly to finance and non-finance audiences
  • Excellent communication and presentation skills with audience-tailored judgment
  • Experience with financial planning and reporting software and comfort with SQL or BI tools a plus
  • Proactive ownership-driven mindset comfortable being accountable for FP&A alone
  • Ability to move fast manage competing priorities and stay accurate under pressure
  • Collaborative spirit and ability to build trust across the organization
  • Bonus experience in enterprise SaaS supply chain or grocery retail

Nice to have

  • Proactive
  • Ownership-driven
  • Collaborative
  • Curious
  • Adaptable
  • Detail-oriented

Day to day

  • Own forecasting budgeting and long-range planning across annual quarterly monthly and multi-year cycles
  • Run planning processes end to end by partnering with department heads and holding the FP&A process together as the sole owner
  • Analyze actuals versus budget and forecast then translate variances and performance trends into actionable recommendations
  • Build KPI frameworks dashboards and board-quality reporting that inform executive decisions on capital allocation product launches pricing and expansion
  • Partner cross-functionally with Sales Marketing Product Engineering and Operations to support strategic initiatives with financial analysis and clear points of view
  • Use AI tools to sharpen models automate manual work surface insights and improve how a modern finance function operates