8–10+ years in Finance, FP&A, Strategic Finance, or Consulting, ideally in a SaaS or technology business
Proven track record in driver-based financial modeling and unit economics
Strategic thinkers with strong analytical, communication, and project management skills
Strong financial acumen and a deep understanding of corporate finance, investor relations, and public company dynamics
Energized by complex problems and ambiguity, with demonstrated experience breaking down intricate challenges into manageable parts and devising effective, data-driven solutions
Ability to multitask effectively under tight timelines and shifting priorities, with comfort flexing between analytical, strategic, and operational aspects of the job
Experienced in areas like management consulting, investment banking, or corporate tech
Highly organized with the ability to manage multiple priorities
Responsibilities
Drive and oversee critical, often ambiguous, strategic projects that originate within the CFO's purview, including end-to-end management from scoping and research to in-depth analysis and delivering actionable recommendations on diverse, high-impact initiatives
Play a significant role in investor relations activities, with a focus on earnings cycles, Investor Day, and investor conferences; collaborate on the development of compelling narratives, key messaging, and impactful presentation materials for external audiences and Board of Directors
Serve as a direct link between the CFO and various cross-functional partners and executive teams, ensuring alignment on priorities and decisions
Rebuild and maintain the unit COGS model for the SaaS business, ensuring transparency into hosting, third-party, support, and delivery costs
Provide granular unit economics insights (per seat, per transaction, per cohort) that inform pricing, packaging, and GTM strategy
Partner with GTM leadership on initiatives to improve CAC payback, sales productivity, and marketing ROI
Support pricing & packaging evaluations, territory design, and funnel conversion analysis
Leverage Anaplan to integrate driver-based forecasts and reporting
Use Tableau / Power BI to deliver dashboards and insights to executives and business partners
Build Finance AI roadmap
Improve data governance and metric definitions across Finance