Drive Strategic Priorities: Define and execute initiatives in partnership with the CFO that strengthen the company’s financial foundation and long-term growth.
Lead High-Impact Projects: Partner with Sales, Customer Success, and Product teams to develop tools, processes, and automation that accelerate revenue growth, improve customer outcomes, and support operational scale.
Support Financial Planning: Contribute to budgeting, rolling forecasting, and long-range planning, ensuring alignment between strategy, execution, and financial outcomes.
Build Visibility: Design and implement dashboards that give executives and the board real-time insights into financial and operational KPIs, enabling faster, more informed decisions.
Elevate Communications: Prepare materials for the board, investors, lenders and leadership team that distill complex data into clear narratives, highlighting risks, opportunities, and strategic recommendations.
Requirements
5+ years in finance, consulting, investment banking, private equity or strategic/operational roles, including at least 2 years in a high-growth or scaling company.
Exceptional analytical and problem-solving skills, with the ability to translate data into actionable insights.
Excellent written and verbal communication skills, including experience preparing materials for executives or investors.
Proven ability to manage complex, cross-functional projects and deliver measurable results.
Familiarity with accounting principles; hands-on execution experience not required.
Proficiency using Excel and SQL (or other coding/business intelligence tools).
Benefits
Remote-first working model (free to work anywhere in lower 48 states unless otherwise noted for role)
Competitive compensation including equity package
Paid travel for in-person off sites and team get togethers (quarterly)
Medical, dental, vision, life, and short-term disability insurance
Unlimited paid time off (that we encourage you to use!)
401(k) with multiple low-fee options
Desk budget
Monthly Lunch & Learns plus plenty of DoorDash credit
Amazing team members that tend to love memes, pets, solar, and being active
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.