Head of Strategic Finance

Productboard•San Francisco, CA

60d

About The Position

We’re looking for a seasoned and forward-thinking finance leader to play a pivotal role in shaping the company’s future amid an exciting era of AI-driven innovation that’s creating powerful opportunities for our business. As our Head of Strategic Finance, you’ll work closely with the CFO and executive team to translate strategy into execution, building robust financial plans, driving insights, and guiding decisions that accelerate growth and long-term value creation. This is a high-impact, highly visible role for someone who thrives at the intersection of strategy, analytics, and execution. You’ll bring structure to ambiguity, scale our planning processes, and be a trusted advisor to leaders across Product, GTM, and Operations. If you’re energized by complex business challenges, love building scalable systems, and want to have a direct impact on the trajectory of a global organization, we’d love to meet you.

Requirements

10+ years of experience in investment banking, private equity, consulting, or strategic finance — ideally with exposure to high-growth SaaS or technology companies.
4+ years in corporate FP&A or Strategic Finance with direct business partnership experience.
Proven ability to lead strategic planning, forecasting, and financial analysis across complex, multi-product, or multi-region organizations.
Exceptional analytical and financial modeling skills — you can turn data into insight and insight into action.
Outstanding communication skills, with the ability to influence senior executives and simplify complex topics.
Deep understanding of SaaS unit economics (ARR, CAC, CLTV, churn, payback, gross margin, etc.) and drivers of enterprise value.
Strong balance of strategic vision and hands-on execution — comfortable driving longer-term direction while staying deeply engaged in the details that matter.
A proactive, high-ownership mindset and bias for action.
Bachelor’s degree required
Must be legally authorized to work in the U.S.

Nice To Haves

MBA or equivalent advanced degree preferred.
Experience with Oracle NetSuite, Looker, SQL, or modern planning tools is a plus.

Responsibilities

Lead strategic planning and forecasting — Oversee annual, quarterly, and long-range planning cycles to align company goals, resource allocation, and strategic priorities.
Build strategic frameworks and scenario models — Develop forward-looking models that quantify strategic options and inform executive decision-making.
Drive performance visibility — Build dashboards and reporting frameworks that highlight performance trends, risks, and opportunities for improvement.
Shape strategic decision-making — Deliver actionable insights that guide prioritization, resource allocation, and GTM execution.
Tell the financial story — Translate complex financial data into clear, compelling narratives for executives, the board, and investors.
Support board and investor communications — Partner with the CFO to prepare board materials, investor updates, and long-term financial narratives that align strategy and performance.
Enhance financial systems and processes — Partner with Accounting, IT, and Data to scale financial planning infrastructure and improve forecast accuracy.
Lead high-impact strategic initiatives — Collaborate cross-functionally on projects such as pricing, monetization, M&A evaluation, and AI enablement.
Build and lead a high-impact team — Recruit, develop, and support Strategic Finance professionals in a culture that values curiosity, accountability, and collaboration.