Strategic Finance Director

Strategic Finance Director

We are seeking a Strategic Finance Director to support the Company’s IPO preparation efforts, investor relations strategy, and strategic finance initiatives. The role involves interacting with senior executives and the Board of Directors.

• Support IPO Preparation: Lead preparation of private investor relations materials, including mock public earnings materials and other IPO-readiness content.
• Investor Relations: Partner with leaders across Finance, Product, GTM, Strategy, Accounting, and Legal to shape the Company’s investment story and support public-company readiness requirements.
• FP&A: Build and enhance long-range planning, strategic planning, and other FP&A analyses to support executive decision-making and evolving business priorities.
• M&A: Support relationships with external partners, investors, and financial institutions during IPO preparation or potential financing events. Lead and support strategic growth transactions, including mergers, acquisitions, or partnerships, with an emphasis on post-deal integration planning and execution.
• Financial Modeling: Conduct financial modeling, diligence, and business case development for strategic investments and transactions; front-end M&A evaluation experience is valued, but integration leadership is the higher-priority need.
• Reports and Presentations: Prepare reports, analyses, and presentation materials for senior leadership, shareholders, and the Board of Directors.
• AI Tools: Leverage AI tools to streamline strategic finance workflows, accelerate analysis, and improve the quality of executive, Board, and investor presentations.
• Industry Insights: Monitor industry and competitor developments, maintain benchmarks, and translate insights into recommendations that sharpen the Company’s investment narrative and strategic priorities.
• Executive Presence: Participate in or lead cross-functional strategic programs requiring finance leadership, structured problem-solving, and strong executive presence.

Requirements:

• 15+ years of related and relevant experience
• Strong background in IPO readiness, investor relations materials, and public-company preparation
• Deep FP&A capability, including long-range planning, strategic planning, financial modeling, and ad hoc analysis
• M&A experience with a stronger preference for post-acquisition integration and value creation than purely front-end transaction modeling, while front-end M&A experience remains a plus
• Experience in a B2B tech/software/SaaS environment, with a strong understanding of enterprise software business models, metrics, and KPIs; public-company experience is highly desirable
• Excellent executive presentation and communication skills, with the ability to distill complex analyses into clear, decision-ready materials
• Strong interpersonal skills, business acumen, and the ability to work across functions with credibility and influence
• High proficiency in Excel and PowerPoint, including financial modeling with large datasets from multiple sources
• Experience leveraging AI tools to improve workflows, analysis, and presentation development

Preferred Qualifications:

• Bachelor’s degree in Finance or a related field