Strategic Finance Lead

Numeral•New York, NY

13d•$165,000 - $225,000•Hybrid

About The Position

Numeral is seeking a Strategic Finance Lead to join their finance team and contribute to informed business decisions. This senior individual contributor role involves partnering with the VP of Finance and leaders across the company. The position offers ownership of planning areas, strategic projects, and systems implementation. The role requires framing problems, conducting analysis, making recommendations, and collaborating with teams for execution and measurement. The Strategic Finance Lead will have direct exposure to leadership, influence over investments, and opportunities for growth as the company expands.

Requirements

Typically 5–8 years of relevant finance and operating experience, combining analytical training (investment banking, investing) with operating finance experience at a B2B software company during rapid growth.
Demonstrated ownership and judgment over an exact career path.
Excellent financial modeling skills, including building clean, driver-based Excel models from scratch.
High agency and follow-through, with the ability to take broad objectives and drive them to completion.
Ability to quickly learn unfamiliar business problems and tools, find necessary resources, and keep people aligned without detailed instructions.
Strong commercial instincts, understanding of SaaS metrics and unit economics (ARR, retention, CAC, payback, gross margin).
Practical AI fluency, with experience using AI to improve or automate analyses and workflows, and the ability to validate AI output.
Clear communication skills, ability to explain complex analyses simply and communicate findings candidly.
Integrity, ability to raise issues early, challenge assumptions constructively, and build trust through a low-ego, collaborative approach.

Nice To Haves

SQL and BI tools such as Hex, Looker, or Sigma.
Experience with pricing, sales compensation, or subscription and usage-based revenue models.
Exposure to fundraising, board reporting, or modern planning tools such as Pigment or Anaplan.

Responsibilities

Lead strategic projects through implementation, focusing on areas like pricing, new-product economics, go-to-market strategy, and capital allocation.
Own key parts of planning and forecasting, including driver-based forecasts, headcount and capacity models, and KPI dashboards.
Analyze growth and profitability drivers such as funnel economics, marketing returns, retention, gross margin, and customer economics.
Partner with business leaders in Sales, Marketing, Product, and Operations to set goals, evaluate proposals, and manage tradeoffs.
Prepare analysis and narratives for board and investor materials, and support fundraising and diligence efforts.
Lead finance systems projects, including planning and reporting tools, from requirements to implementation and adoption, leveraging AI and automation.