Salary
💰 $165,000 - $185,000 per year
About the role
- Lead annual budgeting and rolling forecasts, turning historical and functional inputs into actionable financial plans
- Build and maintain models to evaluate performance, pricing, retention, and expansion strategies
- Monitor key business metrics (e.g. revenue, CAC, margin, unit economics) and generate insights for leadership and board discussions
- Own investor-facing materials, including board decks, KPI dashboards, and fundraising collateral
- Maintain the investor data room and ensure documentation is current and audit-ready
- Support due diligence by managing information flow and coordinating with internal stakeholders
- Partner with the leadership team to define company goals, KPIs, and strategic roadmaps
- Translate high-level strategy into operating plans that align and activate cross-functional teams
- Lead high-impact initiatives from idea through execution — including business cases, rollout, and performance tracking
- Act as the first point of contact for basic legal and contract questions; escalate to counsel as needed
- Manage compliance documents (e.g., privacy policy, TOS) in partnership with legal
- Oversee corporate insurance processes and manage low-risk claims when needed
- Build scalable processes for vendor onboarding, invoice review, approvals, and payments
- Track spending trends to identify cost-saving opportunities and improve vendor relationships
- Ensure financial control compliance and alignment with contracts
- Drive cross-functional projects like market expansion, new product rollouts, or strategic partnerships
- Conduct strategic diligence, including TAM sizing, customer segmentation, and competitor landscape mapping
- Provide data-driven insights that inform leadership, product, and GTM decisions
Requirements
- 5–8+ years of experience in consulting, investment banking, business operations, FP&A, strategy or related roles
- Strong financial modeling and analytical skills (Excel, Sheets, etc.)
- Experience building executive- and board-level materials
- Comfort with legal/compliance workflows and contracts (no JD required)
- Experience leading cross-functional projects end-to-end
- Excellent written and verbal communication skills
- Experience in early- or growth-stage startups is a plus
- Preferred: experience with company-wide goal setting, planning cycles, OKR frameworks
- Preferred: experience with scenario modeling, sensitivity analysis, and unit economics
- Preferred: familiarity with board-level storytelling, slide design, and KPI framing
- Preferred: ability to build models from scratch and pressure-test assumptions
- Preferred: experience evaluating market expansion, pricing changes, or new product launches
- Preferred: comfort operating in ambiguous environments and defining structure
- Preferred: exposure to capital allocation strategy, headcount planning, or resourcing decisions
- Preferred: experience conducting competitive or market landscape analysis
- Preferred: prior involvement in fundraising processes, investor Q&A, or building data rooms