Strategic Finance Advisor

The Strategic Finance Advisor role is based in the United States and involves working at the intersection of strategic finance, customer advisory, and product enablement. Key responsibilities include:

1. Serve as a strategic finance advisor to customers, helping them design and optimize financial planning, forecasting, and reporting workflows.
2. Act as the bridge between customers and internal product teams, translating real-world finance needs into actionable product insights.
3. Support customers in building financial models, templates, and planning structures tailored to their business requirements.
4. Guide customers on best practices in FP&A, financial metrics, and performance analysis using the platform.
5. Collaborate with sales and implementation teams to support customer onboarding, adoption, and expansion strategies.
6. Identify new customer use cases and opportunities to improve product value and adoption.
7. Provide expert-level advisory support in financial reporting, budgeting, and strategic analysis.
8. Contribute to the development of customer success frameworks and scalable advisory playbooks.

Requirements include:

• 2-5 years of experience in FP&A, corporate finance, strategic finance, or similar analytical finance roles.
• A strong understanding of financial planning, forecasting, budgeting, and performance management processes.
• Excellent communication skills with the ability to explain complex financial concepts clearly to both technical and non-technical audiences.
• A strong analytical mindset with the ability to build and interpret financial models.
• Experience working cross-functionally with product, sales, or customer-facing teams is highly desirable.
• A customer-centric mindset with a passion for helping businesses improve financial decision-making.
• Ability to operate independently in a fast-paced, remote-first environment.
• A collaborative and proactive approach with strong problem-solving skills.

Benefits include:

• A remote-first work environment with flexibility and autonomy.
• Opportunity to work closely with finance leaders, founders, and investors across multiple industries.
• A competitive compensation package aligned with experience.
• Exposure to a fast-growing, venture-backed SaaS environment.
• A collaborative and transparent culture that values ideas and innovation.
• Strong professional growth opportunities in strategic finance and customer advisory roles.
• Opportunity to influence both customer success and product direction.
• A dynamic, high-impact role with direct visibility into business outcomes.

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