Strategic Finance Lead

Join our fast-paced, mission-driven Series B company as a Strategic Finance Lead. In this role, you will be the sole dedicated FP&A partner, owning the models, forecasts, and insights that guide decision-making across the company. You will report directly to the VP of Strategy & Finance and have the opportunity to use AI as a core part of your toolkit. Your analysis will directly inform how leadership allocates capital, sets targets, and places bets. You will partner across every function, develop a deep understanding of the business, and see your work reflected in the decisions that shape our trajectory.

• Ownership of financial planning and analysis, including forecasting, budgeting, and long-range planning.
• Utilization of AI tools and techniques to improve forecast accuracy, automate manual processes, and generate insights.
• Collaboration with various departments to support strategic initiatives and inform decision-making.
• Proven ability to analyze financial data, find the signal, and communicate it clearly to both finance and non-finance audiences
• Demonstrated use of AI in your work — you've already applied AI tools to forecasting, analysis, automation, or reporting, or you have a clear track record of adopting new technology to work smarter
• Bonus: experience in enterprise SaaS, supply chain, or the grocery/retail space
• A strong grasp of GAAP, the three financial statements, and how they connect
• The ability to move fast, manage competing priorities, and stay accurate under pressure
• A collaborative spirit and a knack for building trust across the organization
• A proactive, ownership-driven mindset — you're comfortable being the one person accountable for FP&A and you thrive without a playbook
• Excellent communication and presentation skills, and the judgment to tailor the message to the audience — from an analyst to the CEO
• Exceptional financial modeling skills — you build complex, elegant, and genuinely usable models, and you're a wizard with the tools of the trade
• Experience with financial planning and reporting software; comfort with SQL or BI tools is a plus
• 5+ years of progressive FP&A or strategic finance experience, ideally at a high-growth startup or technology company. (We care more about the caliber of your work than the exact number of years.)
• If you're energized by the idea of shaping both the numbers and the way modern finance gets done, this is your role