Strategic Finance Manager

## About the role This role is based in San Francisco, CA - Office days are Tue, Wed, and Thur As a Strategic Finance Manager at HomeLight, you will play a critical role within the Finance team, partnering closely with the Sr. Director of FP&A and executive leadership. You'll be responsible for delivering strategic insights, driving informed decision-making, developing corporate strategy, financial planning, and helping improve financial and operational performance across the business. You will also work closely with the CFO on managing capital markets relationships and fundraising activities. This role is ideal for someone who is highly analytical, detail-oriented, and proactive—with the ability to operate effectively in a fast-paced, dynamic environment. You'll collaborate with cross-functional teams, including Engineering, Product, Business Operations, and Go-to-Market (GTM), acting as a strategic partner and advisor. We're looking for a candidate with strong business judgment, exceptional financial modeling skills, and a passion for solving complex problems that impact company growth and success. ## Responsibilities - Lead the annual budget cycle, ensuring cross-functional alignment around the projections. Maintain the financial model and reporting framework to support the monthly review cycle. - Provide analyses and updates to executive leadership regularly to drive strategic topics for the Board of Directors meetings and investor fundraises. - Collaborate with the CFO in expanding and maintaining capital market relationships, including warehouse debt, venture debt, and other alternative structures. Lead the diligence process for the same. - Work cross-functionally with Product, Engineering, GTM, and Business Operations teams to analyze new product launches, evaluate unit economics, assess strategic partnerships, and guide resource allocation decisions. - Design and implement dashboards and reporting tools that track and communicate critical financial and operational metrics - Develop a deep understanding of HomeLight's products, services, and business model to provide contextually relevant financial recommendations. - Produce clear, concise, and actionable financial presentations and forecasts for leadership and key stakeholders. - Roll up your sleeves to support ad hoc financial analyses and strategic projects as needed—helping shape the future of the Strategic Finance function. - High exposure to the executive leadership, including monthly reporting and analysis delivered directly to the CEO, COO, and CFO. ## Requirements - Bachelor's Degree in Economics, Finance, Business, STEM, or related field. - 4-6 years of investment banking experience and/or corporate finance experience. - High level of Excel proficiency, with strong financial modeling capabilities and a deep understanding of core financial principles. - Comfortable interacting with internal and external senior-level executives. - Proven ability to distill complex data into clear, actionable insights for both technical and non-technical audiences. - Strong communication, teamwork, quantitative, and analytical skills. - Highly organized, self-starter with the ability to manage multiple priorities under tight deadlines. - Experience with financial systems and analytics tools—ideally including NetSuite ERP and the Aleph data platform. ## Nice to have - Experience with financial systems and analytics tools—ideally including NetSuite ERP and the Aleph data platform. ## What we offer - Medical (Aetna or Kaiser), Dental & Vision (Guardian) - Long-Term Disability & Short-Term Disability - Hospital Indemnity Insurance, Accident Plan, and Employee Critical Illness (Guardian) - 401k (Vestwell), Life Insurance (Guardian) & Pet Insurance (Nationwide) - Commuter benefits are offered in certain locations - PTO, including Volunteer Days to give back to your community - Annual Anniversary Perks, including one month paid sabbaticals! - HomeLight Services to help you with buying and selling your home ## About the company We're building the future of real estate — today. HomeLight is the real estate technology platform powering innovative transactions for top agents, lenders, and their clients. Our technology makes it easier to buy and sell homes, whether that's enabling clients to buy before they sell, find a top agent, or have certainty through a modern closing process. Each year, HomeLight facilitates billions of dollars of residential real estate business on its platform for thousands of agents and loan officers. Our vision is a world where every real estate transaction is simple, certain, and satisfying for all. Our team breaks barriers every day while staying committed to HomeLight's goals and core values, which is a crucial element to our shared success. Let's chat! HomeLight is an equal opportunity employer dedicated to building an inclusive and diverse workforce, providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate