138 applicants

Company

Guidewheel · 2 days ago

Strategic Finance Lead

San Francisco, CA

Full-time

Remote

Senior Level

$165K/yr - $220K/yr

7+ years exp

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Responsibilities

Conduct financial planning and analysis and develop sound financial plans, especially the creation of a long-range plan and financial forecasts

Conduct financial analysis and provide recommendations on pricing, new business lines, market expansion and other areas to help execute strategic objectives

Leverages the financial model to support key aspects of sales planning, such as headcount planning, quota development, discounting targets, etc.

Analyze performance on typical SaaS metrics and make recommendations on how to improve

Perform budget versus actual variance analysis to drive accountability

Manage a process for defining the budget and working with department heads to ensure accountability and consider their needs

Build and manage the company's finance and accounting function

Manage treasury function and ensure company maintains sufficient liquidity

Identify and implement systems, processes, policies and controls to ensure scalable and secure financial operations

Ensure all financial reports are accurate and completed in timely manner

Manage receivables, payables, payroll and expense reimbursement (note: if aligned with the desire of the applicant)

Ensure accuracy and timeliness of monthly, quarterly and annual close process

Oversee accounting firm and coordinate and complete annual audits

Oversee all tax matters and conduct sound tax planning

Establish and enforce proper accounting methods, policies and principles

Ensure adherence to all financial regulations and guidelines

Provide recommendations on compensation strategy, including compensation levels, variable compensation, benefits and equity

Manage equity capitalization table

Identify and implement business intelligence and analytics systems and create actionable reporting and dashboards

Review and support negotiation of key contracts

Select and manage relevant vendors

Manage financials associated with corporate development, including strategic partnerships and M&A

Oversee corporate governance

Manage investor relations, including crafting communications, providing timely reports and interacting solo with investors

Provide advice on ideal capital allocation and help raise capital including generating fundraising materials

Securely maintain files and records in organized manner

Qualification

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Financial planningFinancial analysisSaaS metricsFinance software proficiencyM&A transactionsBudget variance analysisAccounting principlesInvestor relationsCapital allocation

Required

~7 years of overall financial experience, ideally with ~4 years in finance or strategic finance in fast-growing technology companies, responsible for financial planning, analysis and accounting

Demonstrated track record of successfully building and scaling a finance organization from the ground up, including hiring, systems and controls

Strong financial aptitude and proficiency with calculating and understanding SaaS metrics, typical benchmarks for each, and the levers to improve

Proficiency in modern finance and accounting software and platforms

Ability to challenge the executive team and Board of Directors on key strategic and operational decisions

Track record of driving business insights, actions, and accountability across organizations

In-depth operational focus with a demonstrated ability to promote use of financial metrics and scorecards as well as a track record of standardizing data and processes across functions

Proven ability to identify, source, structure and execute M&A transactions ranging in size and complexity

Evidence of having established meaningful external networks with a demonstrated track record of raising capital

Experience identifying new business opportunities, analyzing the competitive landscape and developing financial models that are consistent with the company's overall strategy

A 'talent magnet' with a strong track record of successfully recruiting and developing finance professionals and building high performing teams

Comfort working and communicating with all levels of the organization, including board members, senior executives and business partners

BS or MBA degree; CPA is added benefit