Strategic Finance Analyst

Quick Facts

• Function: Strategic Finance
• Focus areas: Go-To-Market (Sales planning/forecasting), Corporate (revenue and ARR close), Growth (AI products experimentation, pricing, and growth initiatives)

Description

Own key parts of financial planning and forecasting, budgeting, resource allocation, and financial analysis. Partner across Sales, Product, Design, Engineering, Data Science, and RevOps to improve ARR close accuracy, forecasting, and pricing/experimentation for AI products. Drive KPI alignment, operating cadence, and executive-ready insights.

Role Description & Responsibilities

• Drive alignment on KPIs and key metrics to monitor business performance and support growth initiatives
• Build annual operating plans and quarterly/monthly financial forecasts
• Develop cross-functional partnerships to formulate business insights and inform executive decisions
• Own, run, and improve financial processes supporting the business
• Partner with Strategic Finance, Data Science, and RevOps to improve ARR data quality and forecasting
• Prepare and deliver presentations for the Executive Team (CFO/CMO/CRO)
• Experiment with AI-driven solutions to automate workflows, enhance accuracy, and increase operating speed

Benefits

• Equity compensation
• Health, dental, and vision coverage
• Retirement benefits with company contributions
• Parental leave and reproductive or family planning support
• Mental health and wellness benefits
• Paid time off, paid sick leave, and holidays (per applicable law)
• Employer-provided paid flexible PTO for eligible exempt employees (in addition to flexible paid sick leave)
• Company recharge days; cell phone and home internet reimbursements; lifestyle spending accounts
• Sales incentive compensation for most sales roles; annual bonus plan for eligible non-sales roles
• Annual base salary range: $140,000–$245,000 USD

Requirements

• 5+ years of relevant experience in investment banking, private equity, strategic finance, Big 4 audit, business operations, or related fields
• Experience in financial planning and creating data-driven analysis
• Demonstrated ability to build processes from scratch and distill complex issues into structured frameworks and concrete action plans
• Experience problem-solving independently, organizing workload and priorities, and completing tasks on time
• Experience building relationships and communicating with stakeholders across all levels and functions

Added Plus

• Experience at a high-growth B2B SaaS company (bonus for GTM experience)
• SQL/AI tooling experience and deep experience working with large datasets