Own financial planning and modeling: Build and maintain the company’s financial models, including annual planning, quarterly forecasts, scenario analysis, and business case development for new initiatives.
Drive resource allocation decisions: Develop frameworks that help leadership evaluate trade-offs across investments, headcount, and strategic bets.
Evaluate unit economics: Analyze the economics of established and emerging business lines, applying SaaS and payments metrics (LTV, CAC, gross margin, net revenue retention) to inform investment decisions.
Build cross-functional partnerships: Embed with product, engineering, sales, and operations teams to deeply understand the business and surface insights that wouldn’t emerge from the finance team alone.
Establish reporting and analytics infrastructure: Design function-specific dashboards and reporting cadences that give executives the data they need to make faster, better decisions.
Lead strategic projects: Examples include automating board reporting, building pricing models for new products, or standing up a financial planning tool - you’ll identify high-leverage opportunities and run with them.

Requirements

8+ years of experience in strategic finance, FP&A, corporate finance, or investment banking.
Strong financial modeling chops - you’re fluent in Excel/Google Sheets and comfortable with SQL.
Experience partnering with and influencing cross-functional leaders (product, engineering, sales) - not just presenting to them, but co-developing strategy.
A track record of building forecasts, scenarios, and business cases that actually drove decisions.
Comfort with ambiguity - you don’t need a playbook to figure out the right analysis to run.

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingscenario analysisbusiness case developmentunit economics analysisSaaS metricspayments metricsExcelGoogle SheetsSQL

Soft Skills

cross-functional collaborationinfluencing leadersstrategic thinkingcomfort with ambiguity