Strategic Finance Lead

About the role

Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology: an operating system with deterministic guard rails underneath, agents on top. Maybern is founded by top engineering experts with deep knowledge of the fund management space. Private funds manage $15T in capital and are growing at 20% YoY, but with increasing regulatory scrutiny and investor demands for transparency, the need for more modern, fully agentic solutions to help private fund CFOs is crucial. This is where Maybern comes in. We are equipping fund managers with a fully agentic operating system for private fund management, enabling private investment managers to focus on what they do best: driving returns for their investors. We are backed by leading venture capital firms and a large number of strategic investors. Maybern is an NYC based company with a strong in-office culture to drive collaboration, and we are looking to make strong additions to our team.

We're looking for a Strategic Finance Lead to own Maybern's financial model, planning cycle, and operating metrics, and to be the finance partner to our CEO, Chief of Staff, and department heads. You'll inherit a working function: a planning cadence, a defined ARR/CARR metrics methodology, board and investor packages, and an AI-native operating stack that already automates much of the recurring reporting. Your job is to run it, pressure-test it, and take it to the next level as we prepare for Series C. This is a strategic finance and FP&A role; our Controller owns accounting, so your time goes to analysis and decisions, not close. If you want a seat where the model you build drives what the company does next, we want to hear from you.

Responsibilities

• Plan: Own the company financial model end to end, including the three-year Base / Downside model and FY28 outlook. Run the annual department-level budget, quarterly reforecasts, monthly finance check-ins with department heads, and headcount planning tied to ARR and capacity triggers.
• Report: Prepare the quarterly board financial package (KPIs, P&L vs. budget, ARR waterfall, runway, reforecast), run the monthly exec finance review, and own the investor reporting package, data room baseline, and path-to-profitability story as we prepare for Series C.
• Measure: Own the ARR / CARR / NRR / GRR / CAC / LTV definitions and waterfall methodology, CARR-to-ARR conversion tracking, segment P&Ls and gross margin by project and customer, and the RevOps data layer that feeds ARR accuracy (CARR/ARR reconciliation, fund linkage, order-form booking, billing-forecast tracking).
• Partner: Be the finance voice with Sales on pricing, deal structure, and non-standard order-form terms, and with Product on ROI gating for new SKUs and product investments.
• Build: Extend the existing AI Finance skill stack and internal dashboard so recurring reporting runs itself and your time goes to analysis, not assembly.