Strategic Finance Manager

Job Summary: The Finance and Revenue Operations Manager will oversee all financial and revenue operations activities integrating development  sales marketing and customer success to drive sustainable growth. The ideal candidate will possess a blend of financial expertise data-driven decision-making skills and a deep understanding of operational optimization.

Key Responsibilities:

Strategy and Planning

• Revenue Forecasting: Develop accurate revenue forecasts based on historical data and market trends

• Go-to-Market Strategy: Collaborate with leadership to develop and refine the go-to-market strategy

• Performance Optimization: Continuously analyze and improve the efficiency of revenue-generating processes

Budgeting Forecasting and Reporting

• Collaborate with leaders in Engineering and G&A to develop budgets forecasts and KPIs.

• Support decision-making with business judgment and financial insights to align resource allocation with company goals.

• Monitor monthly results analyzing variances and identifying risks and opportunities.

• Provide financial updates and variance analyses to the executive team and Board of Directors.

Financial Modeling and Operations

• FP&A: Manage the annual budget forecast updates and variance analysis.

• Accounting: Oversee general ledger AP/AR payroll and account reconciliation.

• Financial Reporting: Prepare monthly quarterly and annual financial and tax reports.

• Enhance financial models incorporating them into a comprehensive 3-statement model (P&L Balance Sheet Cash Flow Statement).

• Cash & Treasury Management: Monitor cash flow and manage liquidity.

• Cost Management: Control costs to enhance profitability

• Deliver critical insights through these models to inform investment decisions

Financial Analysis

• Lead projects focused on ROI-based resource allocation operational efficiency and capital initiatives.

• Create business cases to implement capital efficiency projects adapting quickly to various tasks as part of a lean finance team.

Financial Processes

• Assist in scaling the company’s financial infrastructure as we grow implementing scalable tools and processes

• Systems & Technology: Align finance systems with business needs optimizing the quote-to-cash process

• Data Analytics: Maintain data accuracy and define KPIs for development sales marketing and customer success

• Compensation Strategy: Develop sales compensation plans

• Strategic Planning: Support go-to-market strategy revenue forecasting and performance optimization

• Drive a culture of accountability through process enhancements

Corporate Development

• Participate in fundraising corporate development and partnership analysis working collaboratively across teams to support growth.

About You

• Consistent Track Record of Excellence: You have an MBA and 2-4 years experience in venture capital private equity or Investment banking

• SaaS experience: you understand subscription revenue models deeply

• Exceptional Problem-Solving & Analytical Skills: You can dive into complex issues derive accurate insights and make actionable recommendations.

• Outstanding Communication & Relationship-Building Skills: You convey complex analyses with clarity whether in formal presentations or emails to stakeholders. You understand that numbers matter but relationships are key.

• Growth Mindset: With intellectual curiosity and a drive to learn you’re dedicated to growing professionally and personally every day.

• Bias for Action: You take accountability and ownership work resourcefully with minimal supervision and focus on solutions in a fast-paced environment.

• Strong Work Ethic: You balance speed and accuracy committed to quality in every task.

• Consummate Team Player: You are humble coachable and collaborative always acting in the company’s best interest.

• Advanced Data Analytics Skills: You excel in extracting cleaning analyzing visualizing and presenting data to provide insights and simplify complex information.

• Deep desire to join a dynamic and fast moving environment of a startup

Qualifications

• Bachelor’s degree in Finance Accounting Business Administration or a related field; MBA or CPA preferred

• Proven track record in financial planning operational optimization and cross-functional leadership

• Expertise in financial software CRM systems marketing automation tools and data analytics

• Strong strategic and tactical decision-making abilities and effective presentation skills

Bonus Points:

• Experience working in a fast-growing technology company

• Experience in fundraising at a technology company

• Experience working with an Quickbooks