HighLevel

Director, Strategic Finance – Product & Engineering

HighLevel

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Lead

Tech Stack

Tableau

About the role

  • Functional Ownership: Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions
  • Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of investments to ensure adherence to company-level efficiency targets.
  • Decision Support: Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes
  • Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives
  • Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals.
  • KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency.
  • Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality.
  • AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

Requirements

  • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred).
  • 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience
  • Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors.
  • Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business
  • Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
  • Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact
  • Deep understanding of SaaS and usage-based business models and metrics
  • Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
  • Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
  • Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines
  • Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)
  • **Strong Candidates May Also Bring**
  • Track record of using AI to improve forecasting methodologies or drive process improvements
  • Experience building & scaling a strategic finance function from scratch

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
strategic financefinancial modelingROI analysisLTV/CAC analysisKPI developmentforecastingbusiness case developmentunit economicspricing strategiesSaaS business models
Soft skills
communication skillspresentation skillsbusiness partneringleadershipmentoringcollaborationstorytelling with dataproblem-solvingadaptabilitywork ethic
Certifications
Bachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in BusinessMBACFA