CareerPlan

Finance Operations Lead

Palo Alto, CaliforniaRemoteFull-time$209k2026-10-08 → 2026-11-10
Hybrid

Core

Strategic cornerstone for executive planning, board material production, and future fundraising initiatives.

Role type

Senior Finance Operations Lead

Builds

Executive planning rhythms, board decks, investor data rooms, and financial projections

Domain

Venture capital fundraising, M&A, and strategic finance in hardware/logistics

Required skills

strategic finance, capital allocation, unit economics, multi-year forecasting, financial tooling selection, internal controls, transfer pricing, M&A diligence, investor relations, cohort retention analysis, cash burn monitoring

Preferred skills

MBA, CPA, hardware/logistics/deep tech domain experience

Technologies

modern finance and ERP software stacks

Responsibilities

Support long-term planning and annual valuation workstreams; co-lead preparation of investor data rooms and strategic pitches; own production of Finance content for Board decks and investor memos; execute deep-dive unit economic analyses; monitor cash burn and budget variances; partner to evaluate and scale financial tooling; support Controllership in establishing internal controls and compliance workflows