Director of Strategic Finance jobs in United States
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Patlytics · 3 weeks ago

Director of Strategic Finance

Patlytics is the fastest-growing AI-native patent intelligence platform, transforming how IP is protected and monetized at scale. As the Director of Strategic Finance, you will own financial strategy, modeling, and investor relations while working closely with the CEO to prepare for Series B and Series C fundraising. The role involves building financial models, leading budgeting and forecasting, and providing actionable insights to drive growth.

Artificial Intelligence (AI)Information TechnologySoftware

Responsibilities

Build and maintain dynamic financial models to support strategic decisions and fundraising
Lead budgeting, forecasting, and scenario planning across the organization
Partner with the CEO on investor presentations, board materials, and fundraising strategy
Analyze business performance and provide actionable insights to drive growth and efficiency
Develop KPIs and dashboards for executive reporting
Manage relationships with investors, bankers, and external advisors

Qualification

Excel modelingFinancial analysisSaaS metricsInvestor relationsBudgetingForecastingBusiness acumenRelationship managementPresentation skillsStorytelling ability

Required

5+ years in investment banking, private equity, or strategic finance roles
Expert-level Excel modeling and financial analysis skills
Strong presentation and storytelling ability for investor decks and board materials
Deep understanding of SaaS metrics (ARR, CAC, LTV, burn multiple, payback period)
Ability to operate in a fast-paced, ambiguous environment and turn ideas into actionable plans

Preferred

Prior experience supporting Series B/C fundraising at a high-growth startup
MBA or CFA are nice to have but not required, capabilities matter more than qualifications

Company

Patlytics

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Patlytics provides AI-driven patent intelligence solutions to enhance research and efficiency.

Funding

Current Stage
Early Stage
Total Funding
$25.57M
Key Investors
Gradient
2025-02-24Series A· $21.07M
2024-04-11Seed· $4.5M
2023-08-24Pre Seed

Leadership Team

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Arthur Jen
Co-Founder, CTO
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Company data provided by crunchbase