Strategic Finance Manager

Role Overview

• Lead development, refinement, and ownership of core SaaS metrics and KPIs, ensuring relevance, accuracy, and alignment with industry benchmarks
• Support and analyze key SaaS financial metrics, including ARR, bookings, revenue, margins, renewals, customer lifetime value, and expense drivers
• Build and maintain sophisticated financial models using Excel, Google Sheets, Tableau, and other tools, with a focus on automation and scalability
• Partner with senior leaders to provide strategic insights, recommendations, and decision support through deep financial and operational analysis
• Serve as a strategic thought partner to enterprise leadership, supporting long
• and short-term planning across bookings, revenue, pipeline, and operating expenses by product, geography, and business segment
• Work closely leadership across the organization on capacity planning, quota setting, compensation design, and commission analysis
• Prepare staffing and productivity analyses and deliver data-driven recommendations to executive leadership
• Identify financial risks and opportunities that impact enterprise performance and support proactive decision-making
• Lead the design and delivery of executive-ready reporting, dashboards, and visual storytelling for monthly, quarterly, and ad hoc reviews
• Support consolidation of budgets and forecasts in partnership with FP&A team members, continuously improving models and reporting accuracy
• Drive reporting, forecasting, and process improvements, including metric alignment, data integrity, and automation across systems
• Prepare materials for Monthly Reporting Packages, Quarterly Business Reviews, and executive and Board-level presentations

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent practical experience
• 10+ years of progressive experience in FP&A or strategic finance; experience in PE-backed or public company environments is a plus
• 5+ years of experience in technology or SaaS finance
• Deep expertise in SaaS GTM finance, including revenue models, sales productivity, and pipeline dynamics
• Expert-level financial modeling skills
• Advanced proficiency in Excel and financial planning/budgeting tools
• Salesforce experience required
• Strong ability to influence, partner with, and communicate effectively to senior leaders.

Tech Stack

• Tableau

Benefits

• Health, Dental, and Vision Benefits
• Flexible PTO, Sick Time Prorated Based on Date of Hire, and All Federal Holidays (US Only) + 3 Days of Paid Volunteer Time
• Non-Commissioned Positions may be eligible to participate in the Annual Discretionary Bonus Plan
• FSA and Dependent Care Accounts + EAP, where applicable
• Educational Reimbursement
• 401k with Employer Match or Pension where applicable
• Pet Insurance (US Only)
• Parental Leave (US Only)
• Hybrid and Remote Work Model