Remote - Strategic Finance Manager- AM FP&A – Strategic Finance

This position is responsible for the following:

1. Lead Strategic Finance initiatives in partnership with Growth, Marketing & Partnerships, Enterprise, and Sales to develop business models, evaluate commercialization paths, and drive data-informed decision-making across the go-to-market (GTM) motion.
2. Own the development and maintenance of driver-based financial models, forecasts, and unit economics that increase visibility into sales performance, pipeline health, and GTM efficiency. Partner closely with FP&A to support Quarterly Business Reviews (QBRs) with ELT, LT, and Department Leads.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primary: Strategic Finance and FP&A Leadership

1. Strategic initiatives and commercialization
2. Lead finance workstreams for Enterprise Commercialization and Provider GTM Strategy, including market sizing, pricing and packaging analyses, and scenario planning.
3. Develop business cases with cross-functional partners (Growth, Marketing & Partnerships, Enterprise, Sales, RevOps) and translate findings into clear recommendations and action plans.
4. Sales and pipeline performance visibility
5. Build and refine dashboards and models that track bookings, pipeline conversion, sales productivity, CAC, LTV, and other unit economic metrics.
6. Partner with RevOps to ensure data integrity, consistent definitions, and a regular insights cadence for leadership.
7. Planning, forecasting, and performance management
8. Own monthly and quarterly forecasting cycles for assigned business areas; synthesize revenue and expense drivers, risks, and opportunities.

9. Prepare and drive Finance QBRs with ELT, LT, and Department Leads, in coordination with FP&A deliver variance analyses, KPI deep dives, and forward-looking outlooks.

10. Modeling and decision support

11. Build driver-based financial models for revenue, pipeline, and GTM investments; run scenario and sensitivity analyses to inform strategic trade-offs.
12. Provide ad hoc strategic analyses (e.g., partnerships, new offerings, territory design, incentive economics) to support leadership decisions.
13. Process and systems
14. Improve planning, forecasting, and reporting processes using available tools and automation; standardize templates and KPI definitions across GTM finance.
15. Uphold data governance standards and maintain confidentiality of all materials.
16. Collaboration and influence
17. Work independently with minimal oversight to structure ambiguous problems, gather stakeholder inputs, and communicate clear narratives to senior leadership.
18. Share expertise with the FP&A team; mentor junior analysts on modeling, storytelling, and prioritization.
19. Other duties as assigned that are aligned with Strategic Finance and FP&A responsibilities.

Secondary: Core FP&A Support

1. Support monthly reporting and management commentary for assigned business areas; prepare variance analyses versus budget, forecast, and prior periods.
2. Contribute to annual budgeting and long-range planning, including target setting, capacity modeling, and ROI frameworks for GTM investments.
3. Assist in evaluating strategic initiatives and partnerships; coordinate with FP&A on capital allocation and prioritization frameworks.
4. Prepare compelling data visualizations and executive-ready materials to communicate insights effectively.

• Bachelor's degree in Finance, Economics, Business, or a related field. MBA or relevant graduate degree a plus.
• 5–10 years of pure FP&A and/or Strategic Finance experience; strong preference for candidates with GTM/SaaS or commercialization finance exposure.
• Proven experience operating independently in a fast-paced, ambiguous environment and partnering directly with senior business leaders.
• Strong foundation in financial modeling, forecasting, and unit economics; adept at building driver-based models and scenario analyses.
• Excellent English communication skills—written and oral—with the ability to distill complex analyses into clear, actionable recommendations for executives
• Must have basic knowledge in ERP systems.
• Basic knowledge of Artificial Intelligence (AI) concepts and tools, with the ability to leverage AI-driven analytics and automation in financial processes.
• Willingness to work the night shift (1:00 AM to 10:00 AM, Tuesday to Saturday)

• Strong financial modeling and analytical skills. - Required
• Strong understanding of accounting principles and financial statement analysis
• Proficiency in Microsoft Excel and financial software applications, such as Vareto.
• Proficiency with platforms such as Microsoft BI and Tableau is a plus.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Ability to read and follow instructions and directions from supervisors or client. - Required
• Ability to read and follow workflow or process manuals. - Required
• Ability to effectively present information and respond to questions from supervisor. - Required
• Strong time management and organizational skills. - Required

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. To perform the job successfully, an individual should demonstrate the following competencies:

Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control.

Oral Communication - Listens and gets clarification.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.

Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Available to work after normal business hours when required.

Dependability - Follows instructions, responds to Firm's management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.