Strategic Finance Lead

About the role

This is Crosby’s first dedicated finance hire. We expect this role to be a senior individual contributor with broad ownership and high visibility. As Strategic Finance Lead, you’ll have the unique opportunity to build the financial foundation that helps Crosby scale. You’ll own the core models, planning processes, and reporting systems that shape how we make decisions across the business.

Responsibilities

• Own Crosby’s financial model across revenue, margin, headcount, cash, and scenario planning.
• Run the company’s forecasting and planning cadence, including bi-weekly reviews, quarterly planning, and board support.
• Build the financial frameworks behind how Crosby scales, including pricing, capacity planning, utilization, and unit economics.
• Work closely with growth on pipeline, forecasting, pilots, expansion, and go-to-market efficiency.
• Own cash planning, runway analysis, and capital allocation work.
• Partner with external accounting, tax, and audit firms to keep the financial foundation clean and reliable.
• Support fundraising, investor reporting, and other high-priority strategic projects as needed.

Requirements

• Experience: 5+ years in strategic finance, FP&A, investment banking, private equity
• Problem-focused: Strong sense of the problem behind a problem and good judgment about what matters most
• Builder mindset: Excited about the opportunity to establish systems, models, and operating rhythms from the ground up
• Collaborative: Effective communicator who thrives in cross-functional teams and can work closely with both technical and non-technical leaders
• Ownership: Driven to take responsibility for projects from ideation through execution
• Hands-on: Excited to own the work directly
• Curiosity: Motivated by understanding how a business really works and using that understanding to improve decisions
• Experience in SaaS, tech-enabled services, marketplaces, or other operationally complex businesses
• Experience working with leadership teams on forecasting, planning, and KPI development
• Experience with SQL, BI tools, or data analysis workflows
• Experience with legal services or hybrid software plus services businesses is a plus

Qualifications

• Strong financial modeling and analytical judgment

Skills

• Strategic Finance
• Financial Planning and Analysis (FP&A)
• Investment Banking
• Private Equity
• SQL
• BI Tools
• Data Analysis
• Legal Services
• Marketplace Operations

Benefits & Perks

• Unlimited PTO
• Lunch & dinner in the office every day
• Medical insurance (multiple plan options through Anthem & Cigna)
• HSA or FSA, depending on your plan choice
• Dental insurance
• Vision insurance
• One Medical membership
• 401(k) match
• In-office desk setup stipend

Pay

Pursuant to New York Labor Law Section 194-b, the US Pay Range for this position is listed in the job post. Final compensation will be determined based on skills, experience, and qualifications. Compensation Range: $180K - $220K

Schedule

Not specified