Strategic Finance Manager

Numeral (YC W23)

Strategic Finance Manager driving financial models and insights for rapid growth at AI-native tax solution provider. Collaborating with finance team and leadership to optimize budgeting and forecasting.

Posted 6/8/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $140,000 - $165,000 per yearWebsite

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Build, maintain, and improve the financial models that support budgeting, forecasting, and the long-range plan.
Own recurring reporting and analysis: monthly and quarterly variance, KPI tracking, and the dashboards leadership uses to run the business.
Support the headcount and hiring plan, keeping the capacity model current as the company grows.
Run GTM and funnel analytics: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, and the unit economics behind them.
Build the analyses that inform capital and resource decisions, and help pressure-test the assumptions behind them.
Help prepare board and investor materials, turning the underlying data into a clear and accurate story.
Support the rollout of our FP&A tooling and the integrity of the data running through it, partnering closely with the data team.
Take on analysis across the business as questions come up, including work that sits outside a strict strategic finance lane.

Requirements

What you’ll need

A foundation in investment banking and private equity, ideally a couple of years in each, with the modeling and analytical rigor that comes from both.
Strong financial modeling in Excel. Your models are driver-based and clean, built to answer a specific question, and you work quickly and accurately.
A reliable, low-ego operator who takes ownership of deliverables and gets them done without needing to be managed closely.
Comfort with ambiguity and a high-paced environment, and the judgment to know which questions matter most.
Familiarity with SaaS metrics and unit economics, including retention, CAC, payback, and LTV/CAC.
Clear written and verbal communication. You can present an analysis simply and make the takeaway obvious.
Even better - Experience at a SaaS, fintech, payments, or tax company.
Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar).
Exposure to budgeting, forecasting, or board reporting in an operating role.
Hands-on experience with FP&A or ERP tooling (NetSuite, Pigment, Anaplan, or similar).

Benefits

Comp & perks

Competitive salary and equity - you'll share directly in the company's success
Full medical, dental, and vision coverage
Wellness perks like Headspace and the Peloton One App
401(k) to help you build long-term financial security
Lunch and snacks when you're in the office
Regular team offsites and company events as we grow
A culture built on ownership - your work matters and people will see it!

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingExcelSQLbudgetingforecastingKPI trackingGTM analyticsunit economicscapital analysisresource decision analysis

Soft Skills

ownershiplow-ego operationcomfort with ambiguityjudgmentclear communicationanalytical rigoradaptabilitypresentation skillscollaborationproblem-solving