Strategic Finance Manager

About the role

The Strategic Finance Manager reports directly to the CFO and serves as a key financial partner across the business. This is a hands-on, builder role: this individual personally builds the models, dashboards, and automations that power the company, owns core financial processes end-to-end — planning, forecasting, reporting, unit economics, revenue operations, and financial systems — and translates data into actionable insights that inform executive decision-making. This is a role designed to grow into broader finance leadership: the person who owns it will develop strategy, implement solutions, and partner cross-functionally to drive growth, efficiency, and profitability across the business — expanding their scope, team, and influence as the company scales.

What We Offer

• Competitive salary
• Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability insurance
• 401(k) with eligibility after six months of employment
• Wellness benefits including Peloton, Headspace, Employee Assistance Program (EAP), and Carrot Fertility
• 11 paid company holidays
• Unlimited Paid Time Off
• Collaborative, mission-driven culture with opportunities for growth

What You’ll Do

• Strategic Analysis & Business Partnership
• Translate complex data into clear financial narratives that inform leadership decisions.
• Partner with executives to identify growth opportunities, operational efficiencies, and investment trade-offs.
• Drive cross-functional initiatives focused on revenue growth, margin enhancement, and cost efficiency.
• Prepare board and investor materials, analyses, and supporting KPI reporting.
• Revenue Operations & Strategy
• Lead the financial oversight of the quote-to-cash process, partnering closely with Sales, Marketing, and Operations to ensure accurate, efficient, and scalable workflows from quoting and contracting through invoicing, revenue recognition, and renewals.
• Lead efforts to automate and improve quoting, contracting, billing, and revenue recognition processes to drive accuracy, scalability, and speed.
• Develop and maintain robust revenue analytics, reporting, and forecasting frameworks that provide visibility into performance, conversion, retention, provider utilization, and margin by client and segment.
• Partner with Sales and other commercial leaders to shape pricing and packaging, own the pricing and provider-hiring calculators that drive deal- and role-level economics, and ensure financial alignment in deal structures and incentive plans.
• Systems, Automation, and AI Enablement
• Lead initiatives to streamline and consolidate financial systems and data flows across the business.
• Design, automate, and own a company-wide KPI package (weekly exec dashboard, monthly operating review, board packet, etc.) with clear definitions/owners/targets, drill-through to transactional detail, and a single source of truth across CRM–billing–GL.
• Evaluate and implement automation and AI solutions to reduce manual effort, improve accuracy, and enhance strategic insight.
• Partner with technology and operations teams on integration and system improvement projects.
• Financial Ownership & Operations
• Lead annual budgeting, long-range planning, and rolling forecasts, aligning financial goals with strategic priorities.
• Maintain and enhance financial models, dashboards, and reporting tools to support company performance measurement.
• In collaboration with the Controller, own the close-to-forecast cycle end-to-end—standardize policies and controls, shorten close timelines, and improve forecast accuracy; deliver a reliable monthly operating package with clear variance drivers and actions.
• In partnership with the Controller, own select high-judgment close activities — such as key accruals and analytical review — and drive continuous improvement in the quality and speed of the close, without owning day-to-day accounting execution.
• Direct and review the work of junior finance staff on select analyses and reporting.
• Procurement & Cost Optimization
• Own vendor contracts, renewals, and spend analytics, and drive cost-reduction initiatives that improve operating leverage and support sustainable margin expansion.

Skills & Qualifications

• Strategic Thinking: Connects financial insights to business strategy; identifies opportunities for growth, margin enhancement, and efficiency.
• Analytical Rigor: Excellent analytical skills with the ability to solve complex data and operational challenges through structured reasoning and insight generation.
• Operational Ownership: Takes full ownership of initiatives with minimal direction and drives them to completion; consistently ensures accuracy and follow-through.
• Organizational Excellence: Exceptionally strong organizational skills and attention to detail across multiple concurrent projects and priorities.
• Adaptability: Thrives in a fast-paced, high-growth environment; remains agile and effective amid shifting priorities and limited resources.
• Cross-Functional Influence: Builds strong relationships and credibility with business partners across teams; collaborates effectively to align stakeholders and drive results.
• Project Leadership: Demonstrates strong communication and project management skills; able to plan, coordinate, and execute cross-functional initiatives with clarity and accountability.
• Technology & Innovation: Leverages automation, AI, and systems integration to improve performance, scalability, and insight generation.
• Communication & Storytelling: Distills complex financial and operational data into clear, compelling insights that influence executive decisions.

Pay

The on-target earnings (OTE) for this role are $130,000–$160,000, inclusive of bonus eligibility, plus equity. Actual compensation will be determined based on a variety of factors, including the candidate’s skills, experience, and qualifications.

Schedule

N/A

Benefits

N/A

Qualifications

• Bachelor's degree or equivalent experience in finance or accounting
• 2-5 years of experience in finance, strategy, operations, and/or data analytics
• Experience in investment banking, private equity, management consulting, or a high-growth startup is strongly preferred, with a demonstrated bias toward owning problems end-to-end.
• Hands-on experience using AI tools to automate workflows and accelerate analysis (required).