Strategic Finance Lead

Numeral (YC W23)

. Lead strategic projects through implementation, including pricing, new-product economics, go-to-market strategy, and capital allocation .

Posted 10/10/2026full-timeNew York City • New York • United StatesSenior💰 $165,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, SaaS metrics, and strategic project leadership, with a strong focus on data analysis and cross-functional collaboration. Proven ability to communicate complex findings clearly and drive decision-making in a fast-paced B2B software environment.

Highest-signal resume keywords

Financial ModelingSaaS Metrics UnderstandingAI and Automation ExperienceCross-Functional CollaborationData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Excel ModelingSQLData AnalysisKPI Dashboard CreationPricing StrategyUnit EconomicsForecastingBudgetingVariance AnalysisDriver-Based Forecasting

Soft Skills

OwnershipJudgmentCommunicationProblem-SolvingConstructive Challenge

Tools & Technologies

BI ToolsHexLookerSigmaPigmentAnaplan

Industry Keywords

B2B SoftwareInvestment BankingFundraisingBoard ReportingSubscription Revenue Models

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead strategic projects through implementation, including pricing, new-product economics, go-to-market strategy, and capital allocation
Frame problems, model options, align teams on recommendations, and help execute and measure outcomes
Own driver-based forecasts, headcount and capacity models, and recurring KPI dashboards
Contribute to the annual budget and long-range plan
Explain monthly and quarterly variances and recommend actions
Analyze funnel performance, marketing returns, retention, gross margin, and customer economics
Partner with Sales, Marketing, Product, and Operations on goals, hiring proposals, investment proposals, and tradeoffs
Own analysis and written narratives for selected board and investor materials
Support fundraising and diligence workstreams
Lead finance systems projects from requirements and tool evaluation through implementation and adoption
Use AI and automation to improve speed and reliability
Partner with Accounting and Data to strengthen data quality

Requirements

What you’ll need

Typically 5–8 years combining rigorous analytical training in investment banking, investing, or a comparable role with operating finance experience at a B2B software company during rapid growth
Ability to build clean, driver-based Excel models from scratch
Demonstrated ownership, judgment, high agency, and follow-through
Understanding of SaaS metrics and unit economics, including ARR, retention, CAC, payback, and gross margin
Practical experience using and validating AI in work or workflow automation
Ability to explain complex analyses simply and communicate findings candidly
Ability to raise issues early and challenge assumptions constructively
SQL and BI tools such as Hex, Looker, or Sigma are nice to have
Experience with pricing, sales compensation, or subscription and usage-based revenue models is nice to have
Exposure to fundraising, board reporting, or planning tools such as Pigment or Anaplan is nice to have

Benefits

Comp & perks

Equity
Full medical, dental, and vision coverage
Wellness perks like Headspace and the Peloton One App
401(k)
Relocation assistance to NYC (if needed)
Lunch and snacks when you're in the office
Regular team offsites and company events
Ownership-focused culture