Citizen

Strategic Finance and Business Operations Manager

Citizen

full-time

Posted on:

Location: New York • 🇺🇸 United States

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Salary

💰 $165,000 - $185,000 per year

Job Level

Mid-LevelSenior

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
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