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Mesh

Director, Strategic Finance – Operations

Mesh

. Own the annual budget and monthly forecast across ten departments .

Posted 10/21/2026full-timeRemote • United StatesLead💰 $220,000 - $250,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in budget management, financial modeling, and data analysis, with a strong focus on leading cross-functional financial processes and reporting. Proven ability to challenge senior leadership with data-driven insights and maintain strategic relationships.

Highest-signal resume keywords
Budget ManagementFinancial ModelingData AnalysisCross-Functional LeadershipBoard-Level Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Budget Process ManagementFinancial Statement AssemblyP&L Flux ReviewCapital Allocation AnalysisOperating Model DevelopmentOKR Process ManagementM&A ModelingMetric DefinitionSales Capacity ModelingUnit Economics Analysis
Soft Skills
Relationship ManagementData-Driven Decision MakingStrategic ThinkingLeadership Presence
Tools & Technologies
ClaudeAI ToolsFinancial Systems
Industry Keywords
FintechPaymentsHigh-Growth CompanyCapital PlanningCrypto Experience

Tech Stack

Tools & technologies
AssemblyFlux

About the role

Key responsibilities & impact
  • Own the annual budget and monthly forecast across ten departments
  • Roll out quarterly budget review calls
  • Build and maintain a driver-based operating model covering payment volume, take rates, contract minimums, subsidies, headcount and vendor spend
  • Own quarterly board financials and the monthly management pack
  • Lead monthly P&L flux reviews, commentary and financial statement package assembly with accounting
  • Run business reviews and quarterly OKR reviews; track commitments and identify misses with data
  • Own company and payments metric definitions
  • Pull, model and interpret data using Claude and other AI tools
  • Lead the financial workstream on acquisitions with Corporate Development
  • Lead capital allocation analysis for products, corridors, incentives and build-versus-buy decisions
  • Plan capital for licensed entities and flag funding needs
  • Approve pricing exceptions outside deal guardrails
  • Build the sales capacity and quota model with the CRO
  • Support organization design and cross-functional programs for the CFO and CEO
  • Lead the Manager of FinOps, RevOps & Finance Systems
  • Confirm budget availability on purchase orders above the approval threshold
  • Own metrics across volume, monetization, unit economics, retention, growth, efficiency and cash
  • Deliver FY27 budget, reforecast, metric dictionary, business reviews, board financials, quarterly budget reviews, OKRs, unit economics and diligence model templates

Requirements

What you’ll need
  • 8+ years combining strategy consulting (Big Four strategy practice or similar), investment banking, private equity or FP&A
  • At least 2–4 years operating in-house at a fintech, payments or high-growth company
  • Experience running a budget process end to end with department leaders
  • Experience owning board-level reporting
  • Strong modeling, including M&A or investment models
  • Experience building and running an operating cadence or OKR process across functions
  • Hands-on data and AI experience, including Claude or similar tools, to pull, model and analyze data and build reporting directly
  • Presence to challenge senior leaders with data and maintain relationships
  • Crypto experience (nice to have)
  • Capital planning for regulated entities (nice to have)
  • Experience managing systems or data builders (nice to have)

Benefits

Comp & perks
  • Competitive salary and equity
  • Comprehensive health coverage for you and your family
  • Unlimited PTO
  • Dedicated budget for courses, conferences, and certifications
  • Remote-friendly work approach
  • Top-tier tools and equipment
  • Opportunity to grow skills and level up
  • Flexible autonomy and focus time