145 applicants

Company

Pipe17 · 3 days ago

Strategic Finance Manager

San Francisco, CA

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Develop accurate revenue forecasts based on historical data and market trends

Collaborate with leadership to develop and refine the go-to-market strategy

Continuously analyze and improve the efficiency of revenue-generating processes

Collaborate with leaders in Engineering and G&A to develop budgets, forecasts, and KPIs.

Support decision-making with business judgment and financial insights to align resource allocation with company goals.

Monitor monthly results, analyzing variances and identifying risks and opportunities.

Provide financial updates and variance analyses to the executive team and Board of Directors.

Manage the annual budget, forecast updates, and variance analysis.

Oversee general ledger, AP/AR, payroll, and account reconciliation.

Prepare monthly, quarterly, and annual financial and tax reports.

Enhance financial models, incorporating them into a comprehensive 3-statement model (P&L, Balance Sheet, Cash Flow Statement).

Monitor cash flow and manage liquidity.

Control costs to enhance profitability

Deliver critical insights through these models to inform investment decisions

Lead projects focused on ROI-based resource allocation, operational efficiency, and capital initiatives.

Create business cases to implement capital efficiency projects, adapting quickly to various tasks as part of a lean finance team.

Assist in scaling the company's financial infrastructure as we grow, implementing scalable tools and processes

Align finance systems with business needs, optimizing the quote-to-cash process

Maintain data accuracy and define KPIs for development, sales, marketing, and customer success

Develop sales compensation plans

Support go-to-market strategy, revenue forecasting, and performance optimization

Drive a culture of accountability through process enhancements

Participate in fundraising, corporate development, and partnership analysis, working collaboratively across teams to support growth.

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.

Financial PlanningOperational OptimizationData AnalyticsFinancial SoftwareCRM SystemsMarketing Automation ToolsFinancial ReportingStrategic Decision-MakingQuickbooksVenture CapitalPrivate EquityInvestment BankingRelationship-Building Skills

Required

Bachelor's degree in Finance, Accounting, Business Administration, or a related field

MBA or CPA preferred

Consistent Track Record of Excellence: You have an MBA and 2-4 years experience in venture capital, private equity or Investment banking

SaaS experience: you understand subscription revenue models deeply

Exceptional Problem-Solving & Analytical Skills: You can dive into complex issues, derive accurate insights, and make actionable recommendations.

Outstanding Communication & Relationship-Building Skills: You convey complex analyses with clarity, whether in formal presentations or emails to stakeholders.

Growth Mindset: With intellectual curiosity and a drive to learn, you're dedicated to growing professionally and personally every day.

Bias for Action: You take accountability and ownership, work resourcefully with minimal supervision, and focus on solutions in a fast-paced environment.

Strong Work Ethic: You balance speed and accuracy, committed to quality in every task.

Consummate Team Player: You are humble, coachable, and collaborative, always acting in the company's best interest.

Advanced Data Analytics Skills: You excel in extracting, cleaning, analyzing, visualizing, and presenting data to provide insights and simplify complex information.

Deep desire to join a dynamic and fast moving environment of a startup

Proven track record in financial planning, operational optimization, and cross-functional leadership

Expertise in financial software, CRM systems, marketing automation tools, and data analytics

Strong strategic and tactical decision-making abilities and effective presentation skills

Preferred

MBA or CPA preferred

Experience working in a fast-growing technology company

Experience in fundraising at a technology company

Experience working with Quickbooks

Benefits

Great healthcare + dental + vision coverage

Retirement plan

Pick your own equipment. We'll set you up with whatever Apple laptop + monitor combo you want plus any software you need.

Unlimited vacation policy. Plus we require you to take at least 2 weeks off each year. We see most employees take 4 weeks off per year. This isn't a vague policy where unlimited vacation means no vacation