Note: The job is a remote job and is open to candidates in USA. HighLevel is an AI-powered business operating system that supports agencies, entrepreneurs, and SMBs. The Sr. Director, Strategic Finance will own the strategic financial framework for R&D and GTM functions, lead capital allocation, define KPIs, and identify opportunities for efficient growth.
Responsibilities
- Lead our R&D and GTM FP&A functions, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions
- Develop, own and improve the process of defining the business impact of key R&D and GTM investments, providing connectivity between requisite investments, operational objectives, and financial targets
- Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies
- Build robust operational + financial models for major projects to help teams quantify ROI and trade-offs between driving growth and profitability
- Lead cross-departmental financial projects and drive alignment between R&D and GTM on budgeting, resource planning, and strategic goals
- Define and track key performance indicators / productivity metrics across R&D and GTM functions and lead performance measurement initiatives to drive accountability and transparency
- Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality
- Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes, forecasting, and other ad-hoc analyses
Skills
- Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.)
- 15+ years of progressive experience in FP&A, investment banking, private equity, or corporate strategy at a high-growth tech company, with at least 5+ years of leadership / management experience
- Extraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; experience interfacing with executive teams, board members, and investors
- Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business
- Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
- Advanced modeling skills, including strong understanding of bottoms-up financial modeling and tying together unit economics to the overall business impact
- Deep understanding of SaaS and usage-based business models and metrics
- Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
- Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines
- Advanced experience with financial planning tools (e.g. Anaplan, Adaptive Insights, etc.), AI tools, and BI tools; Track record of using AI to improve forecasting methodologies or drive process improvements
- Public company experience is a plus
- Experience in the SMB market is a plus
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