Manager, Corporate Strategy & Finance

o9 Solutions, Inc. • Dallas, TX

5d

About The Position

Transforming the Future of Enterprise Planning At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster. This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T-Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains. Manager, Corporate Strategy & Finance At o9, we invest in people. We seek talented, driven individuals to power our transformative approach. You’ll thrive in a dynamic, supportive environment, growing while making a real impact. As a Corporate Strategy & Planning Manager, you will serve as a high-impact internal consultant and strategic architect, providing the outside-in perspective needed to drive o9’s growth. Reporting through Finance, you will act as a trusted advisor to leadership, owning evaluations of organizational structure, performance monitoring, and long-range strategic plans. You will be a primary partner to the FP&A team, leading the design of new financial capabilities and unit-level models to ensure our operating model is optimized for pre-IPO scale. The ideal candidate brings a blend of elite analytical rigor and the executive presence required to bridge financial data with operational execution. This is a high-visibility role with direct exposure to senior leadership and the Board of Directors, suited for a professional looking to drive significant impact in a pre-IPO SaaS environment.

Requirements

• Bachelor’s degree and 5-8 years of experience in top-tier management consulting, private equity, or high-growth corporate strategy or planning team
• Elite financial modeling and analytical skills, with the ability to bridge operational KPIs (NRR, Rule of 40) with long-term financial targets
• Strong storytelling and presentation skills, with experience distilling complex datasets into clear, executive-ready slides
• Exceptional attention to detail and the ability to manage multiple workstreams in a fast-paced, high-impact environment
• Fluency in strategic frameworks and consulting methodologies, including the ability to build "outside-in" market models and conduct thorough industry benchmarking.
• Strong "Systems Thinking" and structural diagnostic skills, with the ability to look objectively at an organization’s design and identify areas for optimization
• Strong interpersonal and "influence without authority" skills, allowing for seamless collaboration with Sales, Marketing, and Product leadership
• Experience in organizational change management, with the ability to not only design strategies but also partner with functional leads to ensure operational adoption
• Strong understanding of GAAP accounting and the bridge between financial statements and operational performance
• Mastery of Excel and PowerPoint (or Google Workspace equivalent) to build dynamic models and board-ready collateral; familiarity with BI tools or SQL is a plus
• Experience within the Enterprise SaaS and/or Supply Chain industries, with a curiosity-driven mindset toward disruptive technologies

Nice To Haves

• MBA from Top 20 business school is preferred

Responsibilities

• Drive the alignment and execution of operational plans in partnership with GTM/Product leaders, ensuring sales capacity and product initiatives are synchronized with long-term financial targets
• Develop the analytical foundation for the "Equity Story" by translating business performance into data-backed narratives for Board of Directors and Investor reporting cycles
• Partner on GTM and Product Strategy initiatives, providing the financial modeling, project management, and coordination required to launch new products
• Analyze resource allocation frameworks, evaluating business initiatives to provide data-driven recommendations that maximize ROI and capital efficiency
• Act as an internal consultant to evaluate organizational structures and functional performance, ensuring our operating model is optimized to meet long-term strategic objectives
• Architect new Finance capabilities and unit-level models, partnering with FP&A to design granular profitability frameworks and standardized processes that scale with the organization
• Lead high-impact projects by managing cross-functional initiatives that address critical business bottlenecks or high-priority strategic requests from the executive team
• Cultivate and manage high-trust partnerships across the organization, acting as a reliable bridge between Finance and functional teams to ensure operational alignment
• Manage the Competitive Intelligence engine, monitoring market shifts and peer performance to provide leadership with actionable data and insights
• Evolve corporate reporting solutions, tracking core KPIs to identify levers for top- and bottom-line performance
• Support M&A and Corporate Development through the creation of financial business cases, valuation models, and strategic fit evaluations

Benefits

• Additionally, you may be eligible to participate in our medical, retirement, and other company-sponsored benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager