Jobs · Education · New York

Director, Strategic Finance

BlueVoyant · New York, NY · 1 wk ago
HybridEducationFull-time

About the role

The Director, Strategic Finance role at BlueVoyant is a high-impact leadership position that combines strategic finance, financial planning and analysis (FP&A), investor relations, capitalization table management, and board-level reporting. Reporting directly to the Chief Financial Officer, this role serves as a trusted business partner to the CFO, CEO, and executive leadership team, providing financial insights, forecasting, and strategic analysis that support growth initiatives, capital allocation decisions, and stakeholder communications.

Responsibilities

  • Lead the annual budgeting process and manage rolling forecasts in partnership with the CFO and business leaders.

  • Develop, maintain, and enhance cash-basis and GAAP-basis budgets and forecasts across the organization.

  • Own and maintain the company's multi-year financial model, ensuring alignment with evolving business strategies, revenue streams, and cost structures.

  • Partner with functional leaders to establish and manage departmental P&Ls.

  • Deliver regular reporting on revenue, billings, forecasts, and financial performance.

  • Conduct monthly budget-to-actual variance analysis and provide actionable recommendations.

  • Identify opportunities to improve FP&A processes, forecasting accuracy, financial reporting, and supporting technologies.

  • Support the CFO on capital raises, mergers and acquisitions, and other strategic finance initiatives.

  • Own and maintain the company's capitalization table, ensuring accuracy across equity issuances, financing rounds, and secondary transactions.

  • Evaluate and implement cap table management solutions to enhance reporting and stakeholder visibility.

  • Support investor relations activities, including responding to investor inquiries and coordinating investor communications.

  • Assist with investor reporting requirements, including K-1 distribution processes.

  • Partner with the CFO and CEO to develop board presentations, investor materials, and executive-level reporting packages.

  • Partner with Sales Leadership and Sales Operations to support executive reporting and business performance analysis.

  • Develop and maintain dashboards and reporting tools leveraging Salesforce and other data sources.

  • Analyze sales performance, attainment metrics, pipeline trends, and forecast impacts.

  • Participate in executive business reviews and provide financial insights to support decision-making.

  • Build business cases and financial models for new products, services, strategic initiatives, and acquisition opportunities.

Requirements

  • 7+ years of progressive experience in FP&A, strategic finance, corporate finance, investor relations, or related finance functions within a high-growth technology or SaaS environment.

  • Proven experience owning complex financial models and leading annual budgeting and forecasting processes.

  • Strong financial modeling, analytical, and problem-solving capabilities.

  • Advanced proficiency in Microsoft Excel and PowerPoint, with experience creating executive and board-level presentations.

  • Experience supporting investor communications and/or capitalization table management.

  • Strong understanding of GAAP financial reporting and financial planning methodologies.

  • Exceptional attention to detail, organizational skills, and ability to manage multiple priorities within tight deadlines.

  • Excellent written and verbal communication skills, including the ability to present complex financial concepts to executive and non-financial audiences.

  • Self-starter with the ability to work independently and effectively in a dynamic, fast-paced environment.

Qualifications

  • Experience in investment banking, corporate development, private equity, venture capital, or mergers and acquisitions.

  • MBA, Master's degree in Finance, or CFA designation.

  • Experience with advanced analytics and reporting tools such as Power BI, Tableau, or Python.

  • Experience working with NetSuite and Salesforce.

  • Prior experience within a cybersecurity, SaaS, or other high-growth technology company.

Skills

  • Financial modeling and analysis.

  • Strategic planning and execution.

  • Investor relations and capital markets.

  • Capitalization table management.

  • Board-level reporting and presentation.

  • Sales finance and business performance reporting.

Benefits

High-visibility leadership role reporting directly to the CFO with regular exposure to the CEO, Board of Directors, and investors.

Opportunity to influence strategic decision-making and company growth initiatives.

Competitive compensation package, including equity participation and comprehensive benefits.

Collaborative, mission-driven culture dedicated to protecting organizations from advanced cyber threats.

Pay

Competitive salary commensurate with experience.

Schedule

Hybrid schedule available.

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