Strategic Finance Manager, Workstream

• 5+ years of FP&A or Finance experience, ideally in a SaaS or high-growth environment
• Strong understanding of financial planning, forecasting, budgeting, and reporting processes
• Proven track record of business partnering with department leaders to drive accountability and strategic decision-making
• Demonstrated systems acumen—ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights
• Hands-on experience with AI tools (ChatGPT, Claude, etc.) for financial analysis, modeling, and process automation; comfort building and refining financial models using AI assistance
• Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback, etc.)
• Hands-on experience building dashboards and reporting packages for leadership and Board audiences
• Advanced Excel/Google Sheets and financial modeling skills; able to translate data into actionable recommendations
• Excellent communication and presentation skills, capable of simplifying complex financial concepts for non-finance audiences
• Strong project management skills with the ability to execute and deliver results independently and proactively
• High attention to detail, ownership mindset, self-sufficient judgment, and ability to operate effectively in a fast-paced, scaling environment

Desirable

• The ideal candidate is a strategic thinker, proactive business partner, and AI-savvy problem-solver who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations
• You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, continuously optimize our financial operations using emerging technologies, and deliver actionable insights that drive operational and financial efficiency
• This is a hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems and AI to streamline financial workflows
• This position is based in the Bay Area and requires regular in-office collaboration (at least four days per week) in San Francisco and/or Menlo Park
• Serve as a trusted partner to department and functional leaders, proactively identifying opportunities to improve financial performance, manage budgets, and make data-driven decisions
• Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments, translating complex financial data into clear narratives for different audiences
• Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation with accountability and transparency
• Provide strategic guidance around budget efficiency, headcount planning, investment prioritization, and cash flow management
• Build frameworks that foster accountability and financial ownership across the organization
• AI-Powered Process Innovation & Systems Enablement
• Lead the adoption and integration of AI tools to automate financial processes, improve forecasting accuracy, and enhance financial modeling capabilities—actively experimenting with emerging technologies to optimize efficiency and insight generation
• Partner with the Controller and Accounting teams to strengthen the company's financial systems infrastructure, ensuring data integrity, scalability, and seamless integration across key platforms
• Map and optimize data flows between key systems—including HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), and CRM/Sales tools—to enable seamless, real-time financial reporting and insights
• Help evaluate and design the next-generation finance systems stack that supports accurate, timely, transparent, and AI-enhanced reporting and forecasting
• Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows
• Lead the creation and distribution of monthly and quarterly management reports, providing key metrics, financial performance analyses, and actionable insights for leadership and the Board
• Design and deliver dashboards that highlight metrics critical to decision-making, including revenue trends, margins, CAC, LTV, cash burn, and other operational KPIs
• Continuously update and refine forecasts to maintain real-time visibility into financial performance, cash position, and variance drivers—identifying over/underspend and improving forecast accuracy over time
• Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns
• Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel
• Collaborate cross-functionally to design and implement new processes that enhance financial visibility and discipline across the organization
• Support strategic analyses, scenario modeling, and M&A due diligence to inform key company decisions and long-term growth strategy
• Champion a culture of transparency, accountability, continuous improvement, and proactive financial optimization across the Finance function and broader organization