We’re searching for a Strategic Finance Lead — a financially minded operator who thrives at the intersection of data, strategy, and execution. This person will help us sharpen visibility into revenue drivers, improve forecasting, and design the systems that fuel scalable growth.

The ideal candidate has a foundation in accounting, gained a more analytical edge through FP&A, and has since developed strong technical chops — from SQL to systems integration — to truly dissect data and uncover actionable insights. You’ll connect revenue and pipeline projections with headcount and capacity planning, ensuring the business can grow efficiently and sustainably.

This is a role for someone ambitious, analytical, and eager to take ownership as the company continues to expand.

Key Responsibilities

Revenue & Pipeline Forecasting

• Develop forward-looking models that project pipeline and bookings based on sales team performance and conversion metrics.
• Collaborate with Sales and Marketing leaders to assess funnel health, deal velocity, and win/loss patterns.
• Convert pipeline data into accurate revenue forecasts that guide organizational decision-making.

Strategic Finance & Workforce Planning

• Own financial frameworks that connect revenue growth to hiring strategies across go-to-market functions.
• Advise leadership on headcount investment to maximize ROI.
• Build scenario analyses linking pipeline dynamics with budget allocation and resource needs.

Systems & Analytics

• Dive into core systems (CRM, billing, finance tools) to ensure clean, reliable, and actionable data.
• Use SQL and other analytical methods to trace revenue and expense flows back to source data.
• Deliver dashboards and reporting that give executives real-time visibility into key financial and operational metrics.

Accounting & Compliance

• Manage the monthly close process, ensuring accurate reconciliation of revenue, expenses, and cash activity.
• Coordinate with external accounting and tax partners to maintain compliance and meet filing deadlines.
• Maintain records that support audits, board reporting, and investor communications.

Cross-Functional Alignment

• Partner with Finance, Sales, and Operations to unify planning, reporting, and forecasting.
• Establish repeatable processes and metrics that drive accountability across teams.
• Act as a trusted advisor to leadership, shaping financial and operational strategy as the organization scales.

Qualifications

• 3–6 years of experience, ideally beginning in accounting and moving into FP&A, RevOps, or a similar role.
• Strong financial modeling skills paired with a high level of analytical rigor.
• Proficiency in SQL with the ability to work directly with raw data.
• Background in early-stage, high-growth environments — comfortable with ambiguity and rapid change.
• Excellent communication skills, with the ability to distill complex analyses into actionable recommendations.
• Ambition and readiness to grow into a senior leadership position over time.