HighLevel · 1 day ago
Director, Finance Strategy & Operations
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, Finance Strategy & Operations will serve as a strategic operating partner to the CFO, ensuring the Finance function operates efficiently and effectively in a fast-growing SaaS environment.
AdvertisingCRME-Commerce PlatformsMarketing
Responsibilities
Establish and lead a Program Management Office (PMO) for the CFO to drive accountability for critical Finance and Accounting initiatives (e.g., close optimization, public company readiness, financial reporting, budgeting, forecasting, revenue and billing operations, systems/process improvements)
Translate strategic financial goals into operational action items across departments
Develop and maintain templates, planning tools, milestone tracking, and reporting cadences
Act as a central coordination point, ensuring accountability, momentum, and consistent progress across Finance and Accounting
Monitor key financial metrics and develop dashboards to inform executive decision-making
Build frameworks for goal setting, tracking, and accountability across Finance and Accounting teams
Translate high-level strategy into actionable operating plans and ensure execution against priorities
Design and lead Finance and Accounting’s annual and quarterly planning, operating cadences, and reporting cycles
Partner with the CFO to manage the Finance and Accounting leadership team’s operating cadence, ensuring time is spent effectively on top priorities
Lead initiatives to reduce the number of days to close the books, driving speed, accuracy, and efficiency
Partner with Accounting, FP&A, and Billing Operations to streamline processes and implement best practices
Drive special projects on behalf of the CFO, from cost optimization, finance org design to systems upgrades
Support public company readiness initiatives, including reporting, controls, and process enhancements
Champion a culture of accountability, transparency, and continuous improvement
Drive process improvements and automation initiatives that enhance accuracy, scalability, and efficiency
Partner with Finance leadership to ensure we have the systems and processes needed to successfully scale
Lead the evaluation, selection, and implementation of AI tools and automation that drive efficiency and free up Finance team members for higher-value work
Act as a change leader, ensuring successful rollout, adoption, and measurable impact of new tools and workflows
Serve as a thought partner to the CFO in setting strategic priorities and operational plans
Coordinate and prepare financial communications for the CFO, including executive briefings, board materials, and investor updates
Serve as a trusted right hand to the CFO, aligning on Finance priorities and ensuring follow-through
Represent the CFO and Finance team in meetings, capturing outcomes, driving accountability, and escalating blockers
Maintain a pulse on team dynamics, surfacing risks and opportunities with clear recommendations
Act as the connective tissue between Finance strategy, execution, and communication
Serve as the cross-functional liaison between Finance and other departments (e.g., Legal, People, IT etc)
Qualification
Required
12+ years of experience in Finance, Strategy, Operations, or Chief of Staff roles
Track record of improving Finance operational excellence, including faster close processes, scalable systems, and operational rigor
Exceptional program and project management skills, with demonstrated ability to drive accountability and results
Strong understanding of finance team operating models, team structures and planning processes
Experience with public company readiness or operating in a US public company environment (IPO experience a plus)
Strong communication skills — able to represent the CFO effectively and distill complexity into clarity
Executive presence combined with a willingness to get into the details
Strong analytical ability — you use data to identify opportunities, measure progress, and influence decisions
Thrives in ambiguity and excels at creating structure and focus
Curious about AI and automation tools and eager to apply them to improve Finance operations
Bias towards action and ability to balance strategic thinking with hands-on problem-solving
Candidates must be located in the Pacific Time Zone or willing to align their work hours with Pacific Time Zone business hours
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