Strategic Finance Professional

3 hours ago

San Francisco, California, United States productboard Full time
About the Role

We are seeking an experienced Strategic Finance professional to support our high growth business and drive ROI-driven decision making. As a critical member of the Strategic Finance team, you will work closely with our Executive Team and key business leaders to build rapport and earn trust cross-functionally and across our distributed team.

Key Responsibilities
  • Monitor and analyze the financial trajectory of the business and drive monthly reporting and forecasting.
  • Identify issues, develop hypotheses, and execute in-depth analysis to translate data into actionable insights and make recommendations to key decision makers and the executive team.
  • Formulate and drive strategic and long-term comprehensive business plans in collaboration with key business stakeholders.
  • Drive alignment with GTM leaders to inform strategic decisions and goal setting.
  • Be a thought partner and finance lead to key decision makers across the company to help drive strategic initiatives and special projects.
  • Prepare and maintain various complex financial models (i.e. what-if analysis) to provide support for strategic initiative decision-making.
  • Prepare analyses and materials to communicate business performance and trends to the executive team, board members, and investors.
  • Partner with our GTM Ops team to ensure a unified source of truth for all critical KPIs.
  • Provide real-time visibility into KPIs for our business leaders and identify opportunities to improve our GTM motion.
  • Lead annual planning and quarterly forecasts for cross-functional teams and evaluate organizational tradeoffs.
  • Proactively identify opportunities for process improvements and tool implementation in Finance & Operations departments.
  • Prepare quarterly board presentations and investor updates.
About You
  • Minimum 2-5 years of combined experience in investment banking, private equity, management consulting, strategic finance, or FP&A (preferably partnering with go-to-market organizations at a high growth SaaS company).
  • Bachelor's degree in Finance, Economics, or other relevant disciplines.
  • Strong interpersonal skills and experience building strong internal and external relationships.
  • Deep understanding of the key drivers of a B2B SaaS business.
  • An understanding of GAAP accounting and corporate finance principles.
  • Excellent project management skills, ability to manage and extract insights from large data sets, critically analyze existing processes, and identify opportunities for process improvement.
  • Preferred experience with ERP solutions and reporting and analytics tools (e.g. NetSuite, Looker, etc.).
About Productboard

Productboard is the customer-centric product management platform that helps organizations get the right products to market, faster. Over 5,500 companies, including Zoom, One Medical, Cartier, Microsoft, and Korn Ferry, use Productboard to understand what customers need, prioritize what to build next, and rally everyone around their roadmap.

We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard. We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law.

  • Strategic Finance Professional

    2 weeks ago

    San Francisco, California, United States CloudTrucks Full time

    Strategic Finance AssociateWe are seeking a highly skilled Strategic Finance Associate to join our team at CloudTrucks. As a key member of our Strategic Finance Team, you will play a critical role in driving financial forecasting, business partnering, and analysis to inform data-driven decision-making.Key Responsibilities:Develop and maintain financial...

  • Strategic Finance Professional

    1 month ago

    San Francisco, California, United States Go Caribou Full time

    About the RoleThe Strategic Finance Associate will be a key member of Caribou's Finance team focused on setting the overall financial targets for Caribou underpinned by providing support for decision making across strategic partnerships, investment opportunities, establishing new lines of business, and enterprise prioritization. This role will sit at the...

  • Strategic Finance Professional

    5 hours ago

    San Francisco, California, United States CloudTrucks Full time

    Strategic Finance AssociateWe are seeking a highly skilled Strategic Finance Associate to join our team at CloudTrucks. As a key member of our Strategic Finance Team, you will be responsible for driving financial forecasting, business partnering, and analysis to inform data-driven decision-making.Key Responsibilities:Distill complex financial data into...

  • Strategic Finance Professional

    4 weeks ago

    San Francisco, California, United States Shepherd Full time

    About ShepherdWe're a pioneering company that's revolutionizing the commercial insurance industry by combining top-tier offerings with cutting-edge software. Our mission is to empower businesses to manage risk and prevent losses, starting with the $10T commercial construction industry.Our thesis is that technology can solve the sustainability challenges...

  • Strategic Finance Professional

    2 weeks ago

    San Francisco, California, United States Shepherd Full time

    About ShepherdWe're a pioneering company that's revolutionizing the commercial insurance industry by combining top-tier offerings with cutting-edge software. Our mission is to empower businesses to manage risk and prevent losses, starting with the $10T commercial construction industry.Our thesis is that technology can solve the sustainability challenges...

  • Strategic Finance Professional

    5 days ago

    San Francisco, California, United States Figma Full time

    About FigmaFigma is a leading design and development platform that empowers teams to create and collaborate on innovative products. Our mission is to make design accessible to all, and we're committed to fostering a culture of creativity, inclusivity, and growth.Job SummaryWe're seeking a highly skilled Strategic Finance and Business Operations Manager to...

  • Strategic Finance and Sales Professional

    3 weeks ago

    San Francisco, California, United States Notion, LLC Full time

    About NotionNotion, LLC is a leading software company that empowers individuals and teams to tailor their software to solve any problem and take on any challenge. With a mission to make software toolmaking ubiquitous, we're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.About the RoleWe're...

  • Strategic Finance Leader

    2 weeks ago

    San Francisco, California, United States ClassDojo Full time

    Join ClassDojo's Strategic Finance TeamWe're seeking a highly skilled and experienced Strategic Finance professional to join our team at ClassDojo. As a key member of our finance team, you will play a critical role in driving business growth and informing strategic decisions.About the RoleThis is a unique opportunity to join a fast-growing company with a...

  • Strategic Finance and Sales Professional

    1 week ago

    San Francisco, California, United States Notion, LLC Full time

    About NotionNotion is a software company that enables users to create custom software solutions to solve any problem and take on any challenge. We're on a mission to make it possible for every person, team, and company to be able to tailor their software to their needs.About the RoleWe're seeking a Strategic Finance and Sales Professional to join our team....

  • Strategic Finance Associate

    22 minutes ago

    San Francisco, California, United States productboard Full time

    About the RoleWe are seeking an experienced Strategic Finance professional to support our high growth business and drive ROI-driven decision making.This is a high impact role that requires a general athlete who can build rapport and earn trust cross-functionally and across our distributed team.As a critical member of the Strategic Finance team, you will work...

  • Strategic Finance Leader

    2 weeks ago

    San Francisco, California, United States ClassDojo Full time

    Join ClassDojo's Strategic Finance TeamWe're seeking a highly skilled and experienced Strategic Finance professional to join our team at ClassDojo. As a key member of our finance team, you will play a critical role in driving business growth and informing strategic decisions.About the RoleThis is a unique opportunity to join a fast-growing company with a...

  • Strategic Finance Director

    1 month ago

    San Francisco, California, United States Figma Full time

    About the RoleFigma is a leading design and collaboration platform that empowers teams to create and innovate together. We're seeking a highly skilled and experienced Strategic Finance Director to join our Corporate Finance team.Key ResponsibilitiesDevelop and execute the company's financial strategy, including budgeting, forecasting, and financial...

  • Strategic Finance Associate

    4 hours ago

    San Francisco, California, United States Caribou Services Full time

    About Caribou ServicesWe're a technology-driven company that's revolutionizing the way people manage their finances. Our mission is to provide financial freedom to individuals, allowing them to focus on what matters most to them. We're passionate about making a difference in people's lives, and we're looking for talented individuals to join our team.The...

  • Strategic Finance Leader

    3 weeks ago

    San Francisco, California, United States Quince Full time

    About QuinceQuince is a retail and technology company that challenges the existing idea that nice things should cost a lot. Our mission is to create high-quality goods at affordable prices, making quality accessible to everyone.Job DescriptionWe're seeking a Strategic Finance professional to join our team. As a key member of our finance team, you will...

  • Strategic Finance Leader

    4 weeks ago

    San Francisco, California, United States Currency Cloud Full time

    Job DescriptionThe Global Advisory Finance team at Visa is seeking a highly skilled Strategic Finance Leader to join our team. As a key member of our team, you will serve as a strategic finance partner to the leaders of Visa's Advisory Services business, working closely with other Global and Regional Advisory finance teams to enable business growth and...

  • Strategic Finance Leader

    1 month ago

    San Francisco, California, United States Seen Health Full time

    About Seen HealthWe are a healthcare technology company revolutionizing senior care through the PACE model. Backed by top venture capitalists, we integrate medical care and social support with a high-touch, interdisciplinary approach.Our mission is to empower seniors to age-in-place with dignity and provide their families peace of mind. We are building upon...

  • Strategic Finance Leader

    4 weeks ago

    San Francisco, California, United States Currency Cloud Full time

    Job DescriptionThe Global Advisory Finance team at Visa is seeking a highly skilled and experienced Strategic Finance Leader to join our team. As a key member of our team, you will serve as a strategic finance partner to the leaders of Visa's Advisory Services business, working closely with other Global and Regional Advisory finance teams to develop...

  • Head of Strategic Finance and Planning

    12 hours ago

    San Francisco, California, United States Airwallex Full time

    About AirwallexAirwallex is a leading unified payments and financial platform for global businesses. Our innovative combination of proprietary infrastructure and software empowers over 100,000 businesses worldwide to manage their finances, payments, and treasury operations seamlessly.With a strong presence in over 20 offices globally, Airwallex has a team of...

  • Strategic Finance Expert

    36 minutes ago

    San Francisco, California, United States Anthropic Full time

    About AnthropicAnthropic is a cutting-edge AI company dedicated to creating reliable, interpretable, and steerable AI systems. Our mission is to ensure that AI is safe and beneficial for users and society as a whole.About the RoleWe are seeking a highly skilled Strategic Finance, Product member to join our Finance team at Anthropic. As a key partner to our...

  • Strategic Finance Associate

    4 weeks ago

    San Francisco, California, United States Cloudflare Inc Full time

    About CloudflareCloudflare is a leading technology company that aims to build a better Internet. Our mission is to protect and accelerate any Internet application online without adding hardware, installing software, or changing a line of code. We achieve this by routing web traffic through our intelligent global network, which gets smarter with every...