About The Position

The Director of Strategic Finance and Business Operations sits at the intersection of finance and operations, serving as a key partner to the CFO and COO. This role is responsible for driving strategic analysis, building new analytical capabilities, and operationalizing insights into scalable processes across the business, from pricing and investment strategy to resource allocation and operational efficiency. The ideal candidate brings an analytical skillset to a scaled SaaS environment, applying rigorous frameworks to improve decision-making and drive tangible value creation.

Requirements

  • Professional experience in investment banking, private equity, management consulting, corporate development, or strategic finance, with demonstrated progression and impact
  • Strong financial modeling and analytical skills, with a track record of building models from scratch and synthesizing complex data into clear, actionable recommendations for senior leadership
  • Proven ability to design and operationalize new processes: taking an analysis or strategic recommendation and turning it into a repeatable workflow, operating cadence, or decision-making framework
  • Process-oriented mindset with a bias toward creating structure and scalability
  • Advanced proficiency in Excel; comfort working with large datasets across multiple systems
  • Outstanding communication and presentation skills, with the ability to distill complex analyses into compelling narratives for executives and board members
  • Bachelor’s degree in Finance, Economics, Business, or a related quantitative field

Nice To Haves

  • MBA from a top-tier program
  • Direct experience at a PE-backed SaaS company
  • Experience with BI and reporting tools (e.g., Tableau, PowerBI)
  • Experience with NetSuite, Salesforce, or other enterprise platforms commonly used in SaaS finance and operations

Responsibilities

  • Serve as a strategic thought partner to the executive team, delivering data-driven analyses that inform key decisions on pricing, capital allocation, product investment, and go-to-market strategy
  • Build and maintain complex financial models to evaluate business performance, growth initiatives, and investment opportunities
  • Support M&A evaluation and integration activities end-to-end
  • Operationalize analytical insights into repeatable processes, dashboards, and standard operating procedures that enable the broader organization to act on recommendations at scale
  • Partner with the CFO and COO to prepare board-ready materials, investor updates, and strategic presentations
  • Collaborate cross-functionally with Sales, Customer Success, Product, and Engineering to ensure strategic and operational initiatives are aligned and well-instrumented with the right KPIs
  • Work closely with the FP&A team to ensure strategic analyses are grounded in consistent financial data, and to identify areas where deeper analytical work can complement the planning and reporting cadence
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