Strategic Finance Engagement Lead | Climate Tech and Energy Transition Startups

Planetary Scale Advisors

1d•$180,000 - $220,000•Remote

About The Position

Planetary Scale Advisors partners with climate and energy-transition companies as their strategic finance arm, working alongside founders from seed through growth on the questions that shape their destiny. We’ve helped our clients raise hundreds of millions in venture funding and work through their hardest moments on their path to scale. The climate tech founders we work with are navigating some of the most consequential decisions on the company-building journey: which business model to adopt, how to allocate scarce capital across competing priorities, when to raise and on what terms, and which trade-offs to make along the way. They need a thought partner and analytical lead who can own the financial picture and advise on the decisions it informs. We’re hiring someone to do exactly that. You’ll lead client engagements across a portfolio of 3-4 climate tech companies. That means deeply understanding each founder’s business, identifying the drivers that determine success or failure, building financial models that drive key decisions and inform board meetings and fundraising conversations, and establishing the weekly and monthly rhythms that give them real visibility into their financial position and outlook. You’re the person they call when they need to think through a hard decision, and the person who makes sure the numbers behind that decision are airtight. You’ll start by working closely alongside our founder on your first 1-2 engagements, learning PSA’s approach to client advisory. Within 3-6 months, you’ll take the front seat on engagements — owning the client relationship directly and coordinating junior team members while our founder supports you as a thought partner and subject-matter expert when needed. You’ll build and own the financial architecture for each client engagement — three-statement projection models, scenario analyses, and KPI dashboards that founders use to steer their companies towards success and bring into their most important conversations with investors and boards. You’ll lead fundraising preparation and capital strategy — helping founders decide when and how to raise, preparing materials that hold up under investor scrutiny, and sourcing alternatives like venture debt and equipment leasing when they’re the better path. You’ll build the cadence that gives founders financial clarity — weekly check-ins, monthly reviews, and the kind of proactive analysis that surfaces issues before they become problems. You’ll oversee the finance function across your client portfolio — coordinating PSA associates, client staff, and third-party bookkeepers to ensure clean, on-time financial operations. You’ll advise founders on the strategic questions that sit behind the numbers — resource allocation, commercialization pathways, revenue models, and the decisions that determine whether breakthrough technology becomes a scalable business.

Requirements

You make the people around you more effective.
You think before you build.
Accuracy is your baseline.
You take ownership by default.
You learn fast across unfamiliar domains.
You have real financial acumen and modeling fluency.
You know how to serve clients in high-stakes environments.
You care about this work specifically.

Nice To Haves

Worked directly with venture-backed founders before
Have exposure to fundraising processes from either side of the table
Bring familiarity with GAAP sufficient to scrutinize the books and oversee an accounting team
Are excited about building with AI to improve how we work.

Responsibilities

Lead client engagements across a portfolio of 3-4 climate tech companies.
Deeply understanding each founder’s business, identifying the drivers that determine success or failure
Building financial models that drive key decisions and inform board meetings and fundraising conversations
Establishing the weekly and monthly rhythms that give them real visibility into their financial position and outlook
Take the front seat on engagements — owning the client relationship directly and coordinating junior team members while our founder supports you as a thought partner and subject-matter expert when needed.
Build and own the financial architecture for each client engagement — three-statement projection models, scenario analyses, and KPI dashboards that founders use to steer their companies towards success and bring into their most important conversations with investors and boards.
Lead fundraising preparation and capital strategy — helping founders decide when and how to raise, preparing materials that hold up under investor scrutiny, and sourcing alternatives like venture debt and equipment leasing when they’re the better path.
Build the cadence that gives founders financial clarity — weekly check-ins, monthly reviews, and the kind of proactive analysis that surfaces issues before they become problems.
Oversee the finance function across your client portfolio — coordinating PSA associates, client staff, and third-party bookkeepers to ensure clean, on-time financial operations.
Advise founders on the strategic questions that sit behind the numbers — resource allocation, commercialization pathways, revenue models, and the decisions that determine whether breakthrough technology becomes a scalable business.