Instabase · 4 hours ago
Strategic Finance Manager
San Francisco, CA
Full-time
Hybrid
Senior Level
$185K/yr - $210K/yr
5+ years expInstabase is a company dedicated to democratizing access to AI innovation, enabling organizations to tackle unstructured data challenges. As a Strategic Finance Manager, you will play a crucial role in shaping the company's financial strategy, providing analytical insights, and collaborating with various departments to support growth and optimize capital allocation.
Business Information SystemsCloud ComputingDeveloper PlatformSoftware
Responsibilities
Develop strategic models and forecasts
Own and update cashflow and operating models
Help set strategy and drive key business initiatives (such as acquisitions, business partnerships, new business lines, pricing structures, and other high priority projects)
Manage performance by defining, tracking and monitoring critical success metrics
Help continuously improve reporting frameworks and processes to ensure access to timely, accurate and actionable data
Help business leaders identify new, scalable business opportunities by finding unique insights on new markets, competitors, and business trends
Lead the financial modeling for new product pricing structures and contract terms, ensuring long-term margin health
Assist in managing investor relations and preparation of Board level materials
Help operating partners with fund budgets and periodic operational and financial review
Qualification
Required
Bachelor's degree or the equivalent years of experience
5+ years experience in top-tier strategy consulting, investment banking, private equity, or strategy/business operations for an enterprise software company
Ability to provide high-level strategic analysis
Excellent quantitative skills with previous experience in building and owning operating models
Proven ability to build strong collaborative working relationships with business partners, department leads, and investors and is seen as a trusted and objective advisor
Technical Autonomy: able to navigate ambiguity and deliver polished results independently
Attention to Detail: have a zero-error mentality and a rigorous approach to data validation
Comfortable with writing SQL queries and presenting strategy to the Executive Leadership team
Preferred
Startup experience desired
Benefits
Flexible PTO: Because life is better when you actually live it!
Instabreak Fridays: Enjoy 6 company-wide Friday breaks scheduled throughout the year, giving you long weekends to relax and recharge!
Comprehensive Coverage: Top-notch medical, dental, and vision insurance.
401(k) with Matching: We’ve got your back for a secure future.
Parental Leave & Fertility Benefits: Supporting you in growing your family, your way.
Therapy Sessions Covered: Mental health matters— 10 free sessions through Samata Health.
Wellness Stipend: For gym memberships, fitness tech, or whatever keeps you thriving.
Lunch on Us: Enjoy a lunch credit when you're in the office.
Company
Instabase
Instabase is a Unstructured Data Platform that automates document processing and data analysis.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$292.01MKey Investors
Qatar Investment AuthorityTribe CapitalIndex Ventures
2025-01-17Series D· $100M
2023-06-06Series C· $45M
2022-02-11Series C· $15.04M
Leadership Team
Anant Bhardwaj
Founder & CEO
Junie Dinda
CMO
Recent News
2025-12-04
Digital Insurance
2025-06-21
Company data provided by crunchbase