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HighLevel · 21 hours ago

Director, Strategic Finance (GTM)

United States

Full-time

Remote

Director/Executive

12+ years exp

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. The Director of Strategic Finance will build out the partnership with the GTM function, developing analytical and financial frameworks to influence decision making and drive growth or improve profitability.

AdvertisingCRME-Commerce PlatformsMarketing

Responsibilities

Lead our GTM strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions

Develop, own and improve the process of defining the business impact of key GTM investments, ensuring connectivity between our operational objectives and financial targets

Partner with senior GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc

Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives

Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals

Define and track key performance indicators / productivity metrics across Sales, Marketing, Support and Customer Success, etc. and lead performance measurement initiatives to drive accountability and transparency

Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture

Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

Qualification

Strategic financeFinancial modelingSaaS business modelsAdvanced ExcelBusiness partneringTeam buildingData analysisAI toolsCommunication skills

Required

Bachelor's degree in Finance, Economics, Business, or a related field

12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience

Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors

Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business

Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome

Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact

Deep understanding of SaaS and usage-based business models and metrics

Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome

Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making

Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines

Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)