Strategic Finance Lead

Notable

Strategic Finance Lead at Notable transforming healthcare for humanity by providing insights into financial performance. Collaborating with executive leaders on budgeting, investor reporting, and financial analysis.

Posted 6/3/2026full-timeSan Mateo • California • 🇺🇸 United StatesSenior💰 $120,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

Lead Annual Budgeting and Quarterly Forecasting: Oversee the annual budgeting process and quarterly forecasting efforts, ensuring accuracy and alignment with organizational goals.
Own Financial & Operational Reporting: Develop and present monthly financial reporting packages, quarterly board materials, and key performance indicators (KPIs) for the executive leadership team and Board of Directors.
Fundraising and Investor Relations: Collaborate with the CEO and Head of Finance on future fundraising and M&A.
Department Collaboration: Partner with department heads to understand and address their financial requirements, providing insights and support to drive financial performance.
Sales and Marketing Partnership: Collaborate with sales and marketing leadership to analyze the sales pipeline, historical win rates, and customer pricing to ensure data-driven decision-making.
KPI Dashboard Improvement: Lead the enhancement of KPI dashboards, ensuring they effectively support leaders across the organization in monitoring their performance metrics.
Strategic Finance Processes: Build out other strategic finance processes and lead ambitious projects that shape the future of the business.

Requirements

What you’ll need

Bachelors in finance, accounting or similar
4-7 years of relevant experience; ideally experience at high-growth organizations, investment banks, or consulting firms
Financial Modeling Expertise: Be an expert in developing and maintaining financial models in Excel / Google Sheets, and understand GAAP financial statements
Prior experience in implementation and/or management of a budgeting and planning software is a plus
AI-first: leverage AI to scale impact and automate workflows.
Data Analysis Expertise: Be an expert in analyzing data and synthesizing results
Strategic Thinking: Proactively perform strategic analysis and make data-driven recommendations that shape the future of the business.
Continuous Learning and Curiosity: Demonstrate genuine curiosity with a strong desire to continuously learn and help others grow.
Collaborative Communication: Possess a collaborative style and the ability to communicate with executives across the organization.
Self-Starter and Agility: Demonstrate enthusiasm, agility, and the ability to manage multiple responsibilities effectively.

Benefits

Comp & perks

Medical, Dental, and Vision coverage with generous premium contributions for both employees and their families
Option of a Health Savings Account with Employer Match
Company paid disability and life insurance with the opportunity to add additional coverage for you and your family.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program
All regular exempt full-time employees are also eligible for stock options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingGAAPdata analysisbudgeting softwareExcelGoogle SheetsKPI developmentfinancial reportingforecastingstrategic finance processes

Soft Skills

strategic thinkingcollaborative communicationcontinuous learningcuriosityself-starteragilitydata-driven decision-makinginsight generationteam collaborationexecutive communication