Head of Corporate Finance

Adaptive Innovations

. Own the integrated three-statement operating model, annual budget, monthly rolling forecast, and three-to-five-year long-range plan .

Posted 11/6/2026full-timeNew York City • New York • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, integrated planning, and strategic finance, with a strong focus on building and leading high-performing FP&A teams. Proven ability to communicate effectively with leadership, boards, and investors while driving financial accountability and operational excellence.

Highest-signal resume keywords

Financial ModelingFP&A LeadershipStrategic FinanceVariance AnalysisAI-Driven Financial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingIntegrated PlanningBudgetingForecastingVariance AnalysisROI AnalysisCapital AllocationM&A AnalysisData Pipeline ManagementFinancial Deliverables Ownership

Soft Skills

Clear CommunicationTeam LeadershipAccountabilityBusiness RecommendationsConcise Reporting

Tools & Technologies

Proprietary Planning PlatformERP SystemsAI ToolsFinancial Planning SoftwareAutomation Tools

Industry Keywords

Investment BankingPrivate EquityHigh-Growth CompaniesBoard SupportCapital Events

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own the integrated three-statement operating model, annual budget, monthly rolling forecast, and three-to-five-year long-range plan
Make the financial plan the single source of truth for leadership, the board, and investors
Run monthly business reviews covering actuals versus plan, variance drivers, revised outlook, and recommended decisions
Partner with every business leader on headcount planning, unit economics, customer and cohort profitability, and ROI
Lead board and investor materials, fundraising models, lender reporting, and scenario analysis for pricing, capital allocation, fundraising, and M&A
Design and implement a planning stack beyond Excel using the proprietary platform and internal AI tools; oversee data pipelines from ERP, billing, and internal systems
Hire, develop, and lead a high-performing FP&A team as the company grows
Report to the Head of Finance and serve as a close partner to the Leadership Team, board, and investors
Build the models, systems, and team supporting the company's next stage of growth

Requirements

What you’ll need

6+ years in finance, including 2+ years in investment banking and/or private equity
2+ years in an operating-company FP&A or strategic finance role, including end-to-end ownership of the company-level plan and forecast
Expert financial modeling skills, with the ability to build integrated, auditable models and explain key assumptions and sensitivities
Experience supporting a board of directors and institutional investors
Ability to identify variance drivers and translate financial analysis into practical business recommendations
Clear, concise written and verbal communication
Demonstrated ownership of financial deliverables and accountability for their accuracy and timely completion
Experience at a high-growth company through a financing, sale, or other capital event, in a role that shaped the outcome
Experience on both sides of a transaction: as an investor or banker and as an operator responsible for delivering the plan afterward
Experience building planning systems, automating finance workflows, or applying AI to financial analysis with appropriate validation
Experience building or developing an FP&A team
Legally authorized to work in the United States

Benefits

Comp & perks

Competitive salary and equity compensation
Comprehensive health insurance, dental, and commuter benefits
401(k) retirement plan with employer contribution
Flexible time off policy — we expect most employees to take at least 3 weeks of vacation per year
In-office lunches, dinners, and snacks to fuel your focus and well-being
Opportunity for growth in a fast-growing company
Collaborative team valuing innovation and problem-solving