Strategic Finance Manager

PayZen

. Own three-statement financial modeling, monthly reporting cycles, and the scalable data architecture that provides actionable insights for executive leadership .

Posted 4/22/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $168,000 - $198,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own three-statement financial modeling, monthly reporting cycles, and the scalable data architecture that provides actionable insights for executive leadership
Design AI agent workflows to automate repeatable finance tasks—such as revenue forecasting and variance analysis—increasing team capacity and precision.
Lead annual and long-range planning processes, translating corporate objectives into rigorous financial goals and business plans.
Develop frameworks to analyze business trends and identify the key performance metrics that influence company-wide decision-making.
Drive the analytical support and execution for equity and debt fundraising initiatives to ensure long-term growth and IPO readiness.
Manage external financial reporting and strategic analysis for board meetings and investor inquiries.
Serve as a trusted partner to senior stakeholders in GTM, Product, Legal, and other parts of the organization on financial planning, pricing strategies, and resource allocation.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Economics, or other related field
5+ years of experience in investment banking, private equity, or strategic finance at a high-growth technology startup.
Exceptional financial modeling skills combined with a practical ability to build or configure automations (no-code or code) and integrate AI agents into financial data flows.
Demonstrated experience documenting complex processes and redesigning workflows around what automated systems and AI can achieve (Cowork and Claude Code preferred).
Proven track record of owning outcomes with defined KPIs and making data-driven decisions in high-stakes environments.
Strong data visualization skills, with a continuous drive to seek process improvements and automate data quality checks (SQL a plus!).
Excellent written and verbal communication skills with the ability to interact regularly with executive management and influence strategic policy.

Benefits

Comp & perks

Competitive pay
Healthcare
Stock options
401(k)
Flexible PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingdata architectureAI agent workflowsrevenue forecastingvariance analysisbusiness trend analysiskey performance metricsdata visualizationSQLautomation

Soft Skills

communicationleadershipstrategic thinkingcollaborationproblem-solvinginfluenceprocess improvementdata-driven decision makingstakeholder managementdocumentation