Director, Strategic Finance – Product & Engineering

HighLevel

Director of Strategic Finance at HighLevel, building financial frameworks for Product & Engineering. Responsible for key financial models and strategic financial decisions to drive growth.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesLead💰 $189,000 - $251,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

Bachelor's degree in Finance, Economics, Business, or related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.)
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.)
Track record of using AI to improve forecasting methodologies or drive process improvements

Benefits

Comp & perks

EEO Statement
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Bonus Pay

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

strategic financefinancial modelingROI analysisLTV/CAC analysisKPI developmentforecastingbusiness case developmentunit economicspricing strategiesSaaS business models

Soft Skills

communication skillspresentation skillsbusiness partneringleadershipcollaborationstorytelling with dataproblem-solvingoperational improvementmentoringadaptability

Certifications

Bachelor's degree in FinanceMBACFACA