Strategic Finance Lead

About the Role

We're looking for a sharp, proactive Strategic Finance Lead to be the beating heart of financial planning and analysis on our Strategy & Finance team. This is a rare build-it role: you'll be our sole dedicated FP&A partner, owning the models, forecasts, and insights that guide decision-making across the company — and reporting directly to the VP of Strategy & Finance.

What makes this seat different is how we expect the work to get done. We're not looking for someone to rebuild the same static spreadsheets faster. We want a finance operator who treats AI as a core part of their toolkit — using it to sharpen forecasts, pressure-test assumptions, automate the manual, and surface the insights that move the business. If you're energized by the idea of shaping both the numbers and the way modern finance gets done, this is your role.

You'll join a fast-paced, mission-driven Series B environment where your analysis directly informs how leadership allocates capital, sets targets, and places bets. You'll partner across every function, develop a deep understanding of the business, and see your work reflected in the decisions that shape our trajectory.

What You'll Do

• Own forecasting, budgeting, and long-range planning — build and maintain the financial models that drive the annual budget, quarterly and monthly forecasts, and multi-year strategic plans.
• Run the planning cycles end to end — partner with department heads to build plans that are both realistic and ambitious, and hold the process together as the single owner of FP&A.
• Turn results into insight — analyze actuals against budget and forecast, explain the variances, and translate what happened into what we should do next.
• Define and track the metrics that matter — develop KPIs and build clear, trustworthy dashboards and reporting that tell leadership the truth about performance quickly.
• Be a true business partner — embed with Sales, Marketing, Product, Engineering, and Operations to support strategic initiatives with financial analysis and a point of view.
• Inform the big decisions — prepare board-quality analysis and presentations for the executive team on financial performance, unit economics, and key business drivers.
• Support strategic and ad-hoc work — model scenarios for fundraising, new product launches, pricing, and market expansion, and stand up analysis on whatever question is most important that week.
• Raise the bar on how finance operates — drive process improvements across the FP&A function to make it faster, more accurate, and more scalable as the company grows.

How You'll Use AI in This Role

We believe AI is reshaping what a lean finance team can accomplish, and we want someone who is already leaning into it — or hungry to. This isn't a buzzword on the JD; it's a real expectation of how you'll work day to day. In this role, you'll:

• Sharpen forecasting and modeling with AI — use AI tools and techniques to improve forecast accuracy, test assumptions, run scenarios faster, and stress-test the models behind key decisions.
• Automate the manual — apply AI to streamline data gathering, reconciliation, reporting, and the repetitive parts of the close and planning cycles, so your time goes to analysis instead of assembly.
• Generate insight, not just outputs — use AI to interrogate large and messy datasets, surface patterns and anomalies, and pull out the business insights that drive decisions.
• Help set the standard — experiment with new AI-enabled finance tools and workflows, and help establish how our finance function uses AI responsibly and effectively as we scale.

You don't need to be an engineer. You do need to be genuinely curious about these tools, comfortable putting them to work, and thoughtful about where AI adds rigor versus where human judgment has to lead.

What You'll Bring

• 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.)
• Exceptional financial modeling skills — you build complex, elegant, and genuinely usable models, and you're a wizard with the tools of the trade.
• 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.
• A strong grasp of GAAP, the three financial statements, and how they connect.
• Proven ability to analyze financial data, find the signal, and communicate it clearly to both finance and non-finance audiences.
• Excellent communication and presentation skills, and the judgment to tailor the message to the audience — from an analyst to the CEO.
• Experience with financial planning and reporting software; comfort with SQL or BI tools is a plus.
• A proactive, ownership-driven mindset — you're comfortable being the one person accountable for FP&A and you thrive without a playbook.
• 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.
• Bonus: experience in enterprise SaaS, supply chain, or the grocery/retail space.

Why This Role

• Real ownership from day one — you'll own FP&A outright, with direct exposure to the VP of Strategy & Finance and the executive team.
• High-leverage impact — your analysis directly shapes how the company plans, invests, and grows through a pivotal stage.
• Build the future of finance — a genuine mandate to bring AI into how a modern finance function operates, not just permission to tinker at the edges.
• Remote-first and flexible — work from anywhere in the U.S., with a team that cares about outcomes over hours.

This position is not eligible for company sponsorship.

Salary Band in U.S.: $160,000-$220,000 + meaningful early-stage equity + benefits

Originally posted on