Lead Financial Strategist

2 weeks ago


San Diego, California, United States Vaco Full time

About Vaco:

Vaco specializes in providing expert consulting, permanent placement, executive search, and strategic staffing solutions for organizations globally, focusing on accounting, finance, operations, administration, and more.

As a leading talent solutions firm, Vaco connects individuals with their ideal career opportunities while assisting top companies in sourcing the talent necessary for their growth.


About the Company:
SaaS (Software as a Service) platform for legal practice management

Position:
Lead Financial Strategist

Work Arrangement:
Fully Remote

Compensation:
$90k-110k (Dependent on Experience)

Key Responsibilities:
- Generate Go-To-Market (GTM) analytics and reporting, encompassing forecasting, pipeline analysis, win/loss assessments, performance against quotas, and marketing funnel effectiveness compared to plans and industry standards.
- Calculate and project variable compensation for the GTM team.
- Maintain and refine consolidated and product-level budgeting and forecasting models.
- Provide insights on period-over-period performance and actual versus forecast outcomes.
- Collaborate with cost center leaders to establish budgets and continuously update these throughout the fiscal year.
- Partner with cost center leaders during the annual and quarterly planning cycles, including headcount, capacity, and expense planning.
- Identify and report on operational metrics, highlighting areas for enhancement. Sustain weekly, monthly, and quarterly dashboards, operational result packages, and board materials.
- Prepare management presentations for leadership to review results.

Qualifications:
- Minimum of 3 years of experience in finance, analytics, or revenue operations, ideally within a B2B SaaS context.
- Familiarity with a data-driven sales methodology.
- Exposure to B2B SaaS business models, metrics, and customer lifecycle management.
- Strong communication skills to effectively engage with stakeholders.
- Financial modeling expertise and a detail-oriented approach.
- Bachelor's degree in a relevant field is required.

Benefits:
- Flexible Paid Time Off (PTO)
- No Meeting Fridays
- Comprehensive Medical, Dental, Vision, and Supplemental Coverage
- Flexible Spending Account
- Health Savings Account
- 401(k) matching

Vaco is committed to fostering a diverse workplace and strongly encourages applications from women, people of color, LGBTQ+ individuals, persons with disabilities, ethnic minorities, foreign-born residents, and veterans.

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant based on race, color, sex, religion, national origin, age, disability, veteran status, union membership, gender identity, sexual orientation, marital status, or any other protected characteristics as mandated by law.

Vaco LLC and its affiliates are dedicated to the full inclusion of all qualified individuals. We will ensure that individuals with disabilities are provided reasonable accommodations throughout the application and interview process.

By applying for this position, you acknowledge that you are providing Vaco with the exclusive right to represent you as a candidate for this opportunity and that you have accurately represented your qualifications.



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