HighLevel · 2 days ago

Strategic Finance Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Serve as our first strategic finance hire and play a central role in defining how this function works and partners with stakeholders across the business.

Build operational / financial models to analyze the business impact or ROI of key company initiatives, helping us evaluate tradeoffs between driving growth and profitability.

Own and improve our ARR forecasting model for our subscription and usage-based products, while working closely with our revenue operations team to accurately predict business performance and influence investment decisions.

Research and identify primary KPIs to define what operational excellence looks like across different functions within the business.

Work with functional leaders to implement KPI tracking and advise on opportunities to strengthen execution.

Conduct ad-hoc analysis of business trends in partnership with our revenue operations team to identify and articulate key drivers for stakeholders.

Assess the impact of product, marketing or sales growth initiatives to support the business case for investment, and proactively identify tangential opportunities to further drive growth.

Collect and analyze external financial / operational data, and interpret market trends to deliver benchmarking analysis and influence decision making for key stakeholders, including management and investors.

Assist in consolidating operational and financial information in preparation for our quarterly board of directors meetings.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AccountingFinanceStrategic FinanceSaaS ExperienceAdvanced Modeling SkillsAdvanced ExcelInvestment BankingPrivate EquityManagement ConsultingUsage-Based Business ModelsBottoms-Up Financial ModelingUnit EconomicsGoogle SheetsBI Tools (Tableau)Business Partnering SkillsData Storytelling

Required

Bachelor's in Accounting, Finance, or related field

5+ years of experience in investment banking, private equity, or management consulting, with at least 2-4 years of experience in the strategic finance function within a fast-paced / rapidly scaling organization

Experience in SaaS, preferably with a usage-based business model component

Excellent business partnering skills, particularly with non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business

Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome

Advanced modeling skills, including strong understanding of bottoms-up financial modeling and tying together unit economics to the overall business impact

Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome

Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making

Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment

Advanced experience with Excel / Google sheets, and BI tools (Tableau)