Strategic Finance Lead at Promise

Oakland, California, United States

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$160,000 – $190,000Compensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, GovTech, SaaSIndustries

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA a plus)
5+ years of experience in strategic finance, FP&A, or investment banking, ideally within a startup or technology environment
Strong modeling skills and proficiency with Google Sheets or Excel; experience building three statement financial models and forecasts
Excellent understanding of SaaS metrics and revenue drivers
Ability to connect financial analysis to business strategy and communicate insights clearly to executives and investors
Demonstrated ability to thrive in fast-paced, ambiguous environments and balance strategic thinking with hands-on execution

Responsibilities

Own the operating model: Build, maintain, and continuously improve Promise’s financial and operational model to support planning, forecasting, and scenario analysis
Drive financial strategy: Partner with the CFO to develop, manage and execute on quarterly and annual goals, capital plans, and long-term growth strategies
Lead reporting: Manage internal and external reporting, including monthly performance reviews, board materials, investor updates, and key business metrics
Support fundraising: Prepare materials, models, and analysis for future fundraising efforts, including investor diligence and scenario planning
Partner cross-functionally: Work with Sales, Delivery, Operations, Product and Engineering teams to align forecasts and execution
Enable decision-making: Conduct research, financial analysis, and business case development to guide strategic priorities and new initiatives
Lead with ownership: Roll up your sleeves to solve problems, improve systems, and make sure our numbers-and our story-are always accurate and actionable

Skills

Financial Modeling

Operating Model

Strategic Finance

Investor Communications

Board Materials

Fundraising

FP&A

Cross-Functional Collaboration

Data Analysis

Financial Planning

Promise

Software solutions for government-citizen interactions

About Promise

Promise offers software solutions that improve how governments interact with their citizens, focusing on aid distribution and rebate systems. Their technology helps identify vulnerable community members and streamline income verification, increasing access to benefits while reducing fraud. The PromisePay Platform provides affordable payment options for low-income households facing public services debt. The company aims to create a respectful and efficient relationship between governments and citizens, ensuring everyone can access necessary resources.

Oakland, CaliforniaHeadquarters

2017Year Founded

$46.8MTotal Funding

SERIES_BCompany Stage

Data & Analytics, Government & Public Sector, Social ImpactIndustries

51-200Employees