Strategic Finance, Business Partnership

Notion • San Francisco, CA

18d • Onsite

About The Position

Our Business Partnership team serves as a trusted advisor to the company, driving our budgeting, forecasting, and monthly-close processes, as well as guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will partner closely with various cross-functional teams, Accounting, and Procurement to support Executive-level understanding of our financial performance, dial in our forecasting accuracy, and take on strategic projects for decision-makers across GTM, R&D, and G&A functions. We are a lean team, so your impact will be felt immediately.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 4+ years of progressive experience in FP&A, accounting, investment banking, consulting, or private equity.
• Advanced proficiency in Microsoft Excel (modeling, pivot tables, VLOOKUPs, etc.) and Google Sheets.
• Exceptional analytical and problem-solving skills, with the ability to translate complex data into clear, concise, and actionable insights.
• Strong communication and presentation skills, with the ability to effectively convey financial concepts to both finance and non-finance stakeholders, including senior leadership.
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us.
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes.
• Strong work ethic, reliability, and attention to detail - “get it done” attitude.

Nice To Haves

• Experience with financial planning systems (e.g., Anaplan, Adaptive Planning, Pigment, Hyperion, Workday, NetSuite).
• Experience with a high-growth SaaS company
• MBA and/or CPA
• Experience with ERP systems (e.g., NetSuite)

Responsibilities

• Provide deep-dive financial analysis and actionable recommendations that shape departmental and company-wide strategic decisions.
• Prepare and deliver compelling presentations and reports to senior leadership, translating financial data into clear, actionable narratives.
• Lead monthly and quarterly close processes, ensuring accuracy, timeliness, and alignment of reported results.
• Identify and implement process improvements to enhance forecasting accuracy, streamline reporting, and increase efficiency.
• Own the development and scalable management of budgets and forecasts, including operating expenses and headcount.
• Conduct in-depth variance analysis and provide clear explanations for variances to further our forecasting accuracy.
• Build and refine financial models to evaluate business performance, investment opportunities, and strategic initiatives.
• Conduct ad-hoc financial analyses to support special projects, strategic initiatives, and executive requests.

What This Job Offers

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