Strategic Finance Manager, Human Interest

• 5+ years of FP&A or strategic finance experience, ideally with a high-growth SaaS or FinTech company
• Strong financial modeling and FP&A fundamentals — forecasting, variance analysis, and building models others can trust and use
• High bias to action, curiosity, and partnership. You move quickly, dig into problems yourself, and build trust with business stakeholders
• Advanced SQL. Comfortable working with data directly — writing complex queries, joining across sources, and validating your own numbers without waiting on others
• Clear communication — able to turn analysis into a concise, decision-ready narrative for leadership

Desirable

• This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future
• We are looking for a highly collaborative Finance Manager to act as the strategic FP&A lead for our Product & Engineering and Customer Support teams
• In this role, you will bridge the gap between finance and operations, embedding yourself with cross-functional stakeholders to build the forward-looking models and interactive dashboards that guide our product and customer strategies
• You’ll also champion vital company-wide initiatives, supporting the execution of our Monthly Business Review (MBR) and steering the analytical insights that optimize our customer retention initiatives
• Architect Customer Support Capacity Planning: Build, scale, and maintain a robust Customer Support capacity model. You will partner directly with Support and Product leadership to translate operational and financial drivers into collaborative, strategic headcount and resource plans
• Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget-vs-actual analysis, and monthly close support, delivering the high-impact ad hoc analysis that helps these leaders navigate their budgets
• Champion Customer Experience Performance Metrics: Own the analytical narrative around SaaS retention and core CS metrics (e.g., utilization, SLA attainment, cost-to-serve) to provide a clear, data-driven picture of customer health and operational efficiency
• Democratize Financial Data: Design, build, and maintain interactive, foundational dashboards that empower your cross-functional partners with real-time visibility into operational performance, costs, and forward-looking forecasts
• Spearhead Critical Company-Wide Initiatives: Help manage and evolve highly collaborative, cross-functional deliverables such as our Monthly Business Review (MBR) and comprehensive churn/retention reporting - combining rigorous financial insight with strong project leadership
• Optimize Cost of Revenue & IT Spend: Partner across the customer-experience cost base to forecast and analyze spend, driving visibility and efficiency across our largest software vendors and IT investments