Finance Manager

About the role

The Finance Manager at Wagmo plays a critical role in building the financial rigor, operating visibility, and strategic insights needed to support Wagmo’s next stage of growth. This role is ideal for a hands-on, analytically strong finance leader who can move seamlessly between detailed financial modeling, cross-functional business partnership, executive reporting, and strategic decision support.

Responsibilities

• Own Wagmo’s consolidated financial model and forecasting process, driving improved accuracy and maintaining forecast variance within 10%

• Create timely, actionable budget vs. actuals reporting in partnership with department leads to support active P&L management, resource allocation, and financial accountability across the business

• Prepare financial reporting and analysis for senior leadership, highlighting key trends, risks, opportunities, and recommended actions

• Build scalable FP&A processes, reporting cadences, dashboards, and operating rhythms that improve decision-making as Wagmo grows

• Develop Wagmo’s AI strategy for Finance and apply AI-enabled tools or workflows in at least 50% of reporting processes to improve efficiency, reduce manual work, and identify more actionable insights

• Partner with RevOps and the VP of Sales to increase confidence in sales forecasting, improve pipeline visibility, and identify opportunities to drive stronger sales productivity

• Manage cash positioning and cash forecasting to support effective utilization of Wagmo’s capital and ensure leadership has clear visibility into runway, liquidity, and investment tradeoffs

• Support strategic projects, including fundraising preparation, board materials, investor reporting, unit economics analysis, headcount planning, and business case development

• Own Wagmo’s pricing strategy in partnership with Product, including financial analysis, pricing recommendations, and scenario modeling to support growth, retention, and profitability

• Manage client renewal pricing in partnership with Customer Success, ensuring pricing decisions support Wagmo’s retention goals while improving margin and long-term account value

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred; MBA, CFA, CPA, or equivalent experience is a plus

• 6+ years experience in FP&A, strategic finance, corporate finance, accounting, investment banking, consulting, or a similarly analytical finance role

• Experience within a high-growth startup, SaaS, technology, insurtech, fintech, healthcare, or B2B business is preferred

• Strong financial modeling skills, including experience building and maintaining consolidated operating models, forecasts, scenario analyses, and cash flow projections

• High proficiency with Excel or Google Sheets, financial planning tools, BI/reporting systems, and comfort learning or implementing AI-enabled finance workflows

• Strong financial judgment and business intuition, with the ability to move beyond reporting what happened to explaining why it happened and what the business should do next

• Strong understanding of pricing strategy, unit economics, margin analysis, and customer/account-level profitability

• Excellent communication skills, including the ability to present financial insights clearly to both finance and non-finance stakeholders

• Demonstrated ability to partner with cross-functional leaders to manage budgets, interpret financial performance, and influence better business decisions

• High ownership, attention to detail, and a bias toward action, with the ability to balance strategic thinking and hands-on execution

• Comfort working with ambiguity and building processes from the ground up in a fast-paced, resource-conscious environment

Qualifications

• Comfort working in a fast-paced, dynamic environment

• Ability to prioritize and manage multiple tasks simultaneously

• Strong problem-solving and analytical skills

• Ability to communicate effectively with all levels of the organization

Skills

• Financial modeling

• Forecasting and budgeting

• Strategic decision support

• Financial analysis

• Pricing strategy

• Customer/account-level profitability analysis

Benefits

• Comprehensive health, vision, and dental coverage

• HSA/FSA

• 401(k) retirement planning with employer matching

• Unlimited paid time off

• Annual company holidays

• Additional company-wide recharge days off

• 12 weeks parental leave for eligible employees

• Company paid Wagmo pet wellness and insurance plans

• Annual fully-paid company-wide retreat + monthly team all hands + regular team gatherings

• Pet-friendly office

• Catered lunches