FinStrat Management, Inc.

Data Engineer

• Support client data integrations and master data management
• Unify data across systems like Stripe, QuickBooks, HubSpot, and Gusto
• Work closely with Head of Engineering, Senior Data Engineer, and Client Onboarding team

Junior Data Engineer

Financial Planning and Analysis

• Develop and Scale FP&A Functionality
• Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability.
• Implement financial forecasting models, budgeting frameworks, and reporting tools.
• Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
• Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.
• Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards.
• Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth.
• Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.
• Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses.
• Support clients in preparing for fundraising efforts by developing financial models and investor presentations.
• Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting.

Director of Financial Planning – Analysis

Human Resources

• Oversee the HR functions for clients, reviewing and monitoring all policies and systems
• Manage the employee lifecycle, including onboarding, performance management, and employee relations
• Align HR initiatives and people strategy with business needs
• Build relationships as a trusted HR advisor to key client stakeholders
• Proactively identify trends and propose actions related to employee engagement
• Develop new HR policies and review existing ones for changing environments

Director of Human Resources

Sales

• We are seeking an experienced Director of Institutional Sales to help drive our fundraising efforts and strengthen our relationships with the broader investment community
• Leverage your existing network to identify, cultivate, and expand relationships with family offices, high-net-worth individuals, and strategic investors
• Support fundraising campaigns, roadshows, and one-on-one investor meetings
• Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory
• Support the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors
• Share and respond to quarterly updates, investor letters, and ad hoc communications that highlight milestones, performance metrics, and strategic initiatives
• Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically
• Advise the leadership team on investor expectations and fundraising best practices

Director of Institutional Sales

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Junior Data Engineer

Director of Financial Planning – Analysis

Director of Human Resources

Director of Institutional Sales

Senior FP&A Analyst