Strategic Finance Manager

Own and continuously improve the company’s integrated three-statement financial model.

Translate operational drivers—including bookings, revenue, pricing, customer behavior, headcount, and expenses—into reliable financial forecasts.

Build rapid scenario analyses for growth investments, pricing decisions, organizational plans, and strategic alternatives.

Evaluate the impact of decisions on revenue, profitability, cash flow, capital requirements, and company value.

Develop both detailed near-term forecasts and long-range strategic plans.

Support the evaluation of acquisitions, partnerships, and other inorganic growth opportunities.

Build valuation, returns, synergy, accretion/dilution, and financing analyses.

Support transaction processes from initial screening through diligence, structuring, and integration planning.

Develop clear recommendations that balance strategic rationale, financial returns, execution risk, and opportunity cost.

Maintain a detailed understanding of the company’s capitalization and ownership structure.

Model equity financings, debt alternatives, secondary transactions, acquisitions, and other capital-structure scenarios.

Analyze dilution, shareholder proceeds, payout waterfalls, and financing tradeoffs.

Partner with legal, accounting, and external advisors to ensure analyses are accurate and decision-ready.

Lead the annual planning process, rolling forecasts, and long-range planning.

Partner with functional leaders on headcount, operating expenses, investment priorities, and performance targets.

Identify the operating and financial drivers behind variances, emerging risks, and opportunities.

Connect short-term financial performance to the company’s broader strategic objectives.

Prepare decision-ready materials for executive leadership, the board, investors, and other external stakeholders.

Turn complex financial analysis into concise narratives, recommendations, and clear choices.

Support fundraising and investor diligence processes as needed.

Help leadership evaluate tradeoffs across growth, profitability, liquidity, and long-term enterprise value.

Improve the speed, reliability, and transparency of the company’s forecasting and decision-support processes.

Establish clear assumptions, controls, and documentation around key models.

Partner with Accounting and operational teams to strengthen data quality and ensure consistency between actual results and forecasts.

Identify opportunities to automate recurring analysis and create more scalable finance workflows.

4–7+ years of experience in investment banking, private equity, strategic finance, corporate development, or a similarly rigorous analytical environment.

Exceptional financial modeling skills, including integrated three-statement models, transaction analysis, valuation, and multi-scenario forecasting.

Strong understanding of accounting fundamentals and how operating decisions flow through the income statement, balance sheet, and cash flow statement.

Ability to move comfortably between detailed analysis and executive-level recommendations.

Strong written and verbal communication skills, including experience explaining complex financial topics to non-finance stakeholders.

Demonstrated judgment, discretion, and maturity when working with sensitive company information.

High ownership, attention to detail, and comfort operating in a fast-moving environment with evolving priorities.

Experience with high-growth B2B software, fintech, payments, or other recurring or usage-based business models.

Experience evaluating acquisitions, financing alternatives, or strategic transactions.

Familiarity with cap tables, equity financings, transaction waterfalls, and shareholder-return analysis.

Experience preparing materials for boards, investors, lenders, or senior executives.

Exposure to operational planning, pricing analysis, or sales compensation.

Experience with financial systems, planning platforms, or business-intelligence tools is helpful but not required.

The company has a trusted, flexible financial model that leadership can use to evaluate decisions quickly.

Strategic investments, acquisitions, and financing alternatives are supported by rigorous, decision-ready analysis.

Leadership has a clear view of the company’s capital needs, liquidity, dilution, and shareholder outcomes across scenarios.

Forecasting and planning are faster, more accurate, and better connected to the company’s operating drivers.

Board and investor materials communicate the company’s performance, opportunities, and risks clearly.

You are viewed by the executive team as a trusted strategic partner—not simply the owner of a spreadsheet or budget process.