Strategic Finance Business Partner

PrimerSan Francisco, CA

About The Position

This is a financial analysis and business partnership role at its core. You'll drive financial analysis for a national private school network that runs on PrimerOS, our learning and operations management platform. Reporting to our Head of Finance, you'll be the strategic business partner to functional leaders—helping them weigh tradeoffs, assess performance, and put our financial strategy into action.

Requirements

  • 5-7 years of experience in corporate finance, include experience with financial modeling and reporting; experience in finance business partnership is a plus.
  • This role spans real estate, capital planning, business partnership, and corporate finance - you should spike (have prior experience) in at least one area and be excited to become an expert at the rest.
  • AI-forward: it’s been months since you built a model without using Claude, Codex, or the like. You’re oriented towards building from scratch only once.
  • Resilient: we are a startup building in a complex problem space. You’ll need a builder mindset, bias towards enablement, and willingness to learn new things.
  • You bring a diplomatic and trustworthy presence to the rooms you’re in; you are able to adapt your style for differing considerations and levels of financial sophistication.
  • Financial acumen: you’ll be expected to provide clarity on decisions large and small, and to do so you’ll need to rely on the right mix of rigorous analysis and financial intuition.

Nice To Haves

  • Time spent in businesses with a real estate footprint (education, QSR, fitness, dentistry, etc.)
  • Exposure to capital planning, project budgeting, and/or construction finance.
  • Familiarity with some of: NetSuite, Ramp, Salesforce, Hex

Responsibilities

  • Site-level performance: partner with our state General Manager teams to own site-level forecasts, enabling the company to make decisions grounded in our financial realities and strategic priorities
  • Real Estate: partner with the Real Estate team to drive the completeness and accuracy of our pro-forma modeling, returns forecasting, and project-level budget-vs-actual analyses.
  • Business partnership: partner with cross-functional teams on a variety of operational decisions by providing guidance, analysis, and historical financial data to inform their decisions. You might be forecasting headcount one moment and budgeting paid marketing spend the next.
  • Financial operations: partner with our Controller to ensure forward-looking views tie cleanly to actuals from our accounting system.
  • Reporting: support our Monthly Business Review process and own the delivery of management financial reporting, both programmatic and ad hoc.
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