Strategic Finance
Core
Own financial systems, models, and insights to guide business strategy, forecasting, and scaling for an AI customer support platform.
Role type
Senior IC strategic finance lead (early-stage startup)
Builds
Financial models, operating plans, dashboards, and reporting systems
Domain
Fintech/Healthtech AI SaaS
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
strategic financial modeling, scenario planning, headcount planning, SaaS metrics analysis (ARR, CAC, burn), board reporting, cross-functional partnership, system design from scratch
Preferred skills
experience in PE or investment banking, CFA designation, experience in SaaS/B2B startups, designing internal reporting rituals, unit economics analysis
Technologies
Financial modeling tools, dashboarding platforms
Responsibilities
Own financial models and operating plans; partner on headcount and budgeting; track revenue/cost/margin drivers; build internal dashboards; support pricing and investor communications; lead strategic initiatives like marketing ROI analysis; identify gaps and bring structure to financial processes
Seniority
Senior, hands-on IC with strategic ownership