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Boundless Immigration · 1 day ago

Head of Strategic Finance & Analytics

Seattle, WA

Full-time

Onsite

Lead/Staff, Director/Executive

$142K/yr - $215K/yr

5+ years exp

Boundless Immigration is a growth-stage technology company focused on simplifying the U.S. immigration process for businesses and families. They are seeking a Head of Strategic Finance & Analytics to lead the financial function with an AI-first approach, overseeing the development of automated financial systems and providing insights for strategic decision-making.

ConsultingCustomer ServiceLegal

Responsibilities

Architect an AI-first finance engine: Design automated systems for all business-as-usual strategic finance activities leveraging SaaS tools, AI copilots, structured agents, and integrated data flows. Build self-service capabilities for business teams with AI-enabled financial tools

Month-end analysis and insights: Build self‑updating dashboards and “continuous planning” capabilities that reduce manual work and enable high-frequency decision support. Own month-end analysis, transforming today’s manual workflows into an automated system capable of financial statement analysis, KPI analysis, and AI-generated commentary. Deliver crisp insights and actionable recommendations to help our leaders understand the ROI of our various investments

Financial communications: Prepare all leadership, investor, and employee communications about financial results, leveraging AI automation for all communications. Ensure succinct, consistent, and compelling messaging, tailoring messaging for different audiences. Facilitate our monthly leadership discussion about financial results

Financial modeling: Own and evolve the company’s rolling 12‑month plan, annual budget, and 3 year financial model. Develop forward-looking financial insights and scenario models that guides CEO decision making

Strategic initiatives: Surface and champion initiatives to achieve our financial goals (e.g. evolving pricing/packaging, gross margin optimizations, synergy achievement, vendor negotiations, changes to resource allocation, changes to our KPIs, M&A). Support other team members’ initiatives with pro forma analysis, narrative development, and self-service tools

Qualification

AI automationFinancial modelingData analyticsSaaS benchmarksGAAP knowledgeClear communicationCollaborativeHigh ownership

Required

5+ years of experience delivering strategic and analytical impact in high-performance environments (management consulting, investment banking, private equity, FP&A, AI automation role at a tech company, or similar)

Expert-level financial modeling skills with deep knowledge of economic concepts, GAAP, and SaaS benchmarks

Systems-oriented thinker with hands-on interest in AI, automation, analytics engineering, or data tooling. Enjoy building tools, apps, and automation to make your life easier. Systematically tracks and develops personal libraries of prompts and evals

Clear communicator who can translate complex trends into simple, compelling narratives

Comfortable flexing between strategic 'white space' thinking and hands-on modeling, data diving, and app/automation building

Collaborative, curious, high ownership, and energized by building in a dynamic, mission-driven environment

High level of business judgement, enabling you to deliver results to senior leadership and our board of directors with minimal guidance and oversight