HighLevel · 1 month ago
Director, Strategic Finance (Product & Engineering)
United States
Full-time
Remote
Director/Executive
12+ years expHighLevel 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 partnerships with Product & Engineering functions, developing analytical and financial frameworks to influence decision making for critical business questions.
AdvertisingCRME-Commerce PlatformsMarketing
Responsibilities
Lead our Product & Engineering 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 Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets
Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), 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 Product & Engineering 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
Required
Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred)
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.)
Preferred
Track record of using AI to improve forecasting methodologies or drive process improvements
Experience building & scaling a strategic finance function from scratch
Company
HighLevel
HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$60MKey Investors
General AtlanticPeakequity
2024-04-11Private Equity
2021-11-04Private Equity· $60M
Leadership Team
Varun Vairavan
Co-Founder
Joyce Boss
Chief Financial Officer
Recent News
bloomberglaw.com
2025-12-10
EIN Presswire
2025-12-02
2025-11-28
Company data provided by crunchbase