Strategic Finance Lead

Merge API•New York, NY

3d•$185,000 - $210,000

About The Position

Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Our platform offers two core products: Merge Unified, which enables businesses to add hundreds of integrations to their products with a single API, and Merge Agent Handler, which empowers AI agents with secure access to thousands of third-party tools. Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance. Thousands of companies trust Merge to accelerate product development, unblock sales, reduce customer churn, and save engineering resources—allowing them to focus on their core product. Merge is looking for a driven Strategic Finance Lead to act as a primary partner to our executive team. At Merge, Strategic Finance is a core operational unit: we don't just report on the business; we provide the analytical framework for every major decision we make. You will be responsible for leading the team that manages investor relations, Board communications, M&A, long-range planning and strategic initiatives. The ideal candidate is a disciplined leader with a "right is right" mentality. You are a player-coach who can still build a complex model from scratch but excels at managing a team, setting a high pace, and acting as a trusted advisor to the executive suite. We need an objective leader with the resolve to navigate uncertainty and the management skills to ensure their team delivers airtight, high-stakes work in a fast-paced environment.

Requirements

Professional Tenor: At least 8 years of total experience, including a foundation in Investment Banking or Management Consulting (2+ years).
Management Expertise: Proven track record of managing and developing a Strategic Finance or BizOps team at a high-growth startup.
Technical & Analytical Rigor: Expert-level Excel and modeling skills with a "right is right" mentality and unyielding attention to detail.
SaaS Fluency: Deep understanding of enterprise SaaS unit economics and the operational levers that drive ARR and retention.
Strategic Execution: Demonstrated experience leading high-visibility projects from initial scoping through to final reporting and implementation.

Responsibilities

Function Leadership: Lead and scale the Strategic Finance team, overseeing the end-to-end execution of company-wide financial planning and strategic initiatives.
Executive & Board Partnership: Own the narrative for Board materials and investor relations, acting as a primary point of contact for the executive team.
Cross-Functional Strategy: Drive high-impact projects across all business units.
Capital & M&A Strategy: Lead capital raising efforts and evaluate M&A opportunities that align with our long-term roadmap.
Performance Architecture: Define and manage the company’s KPI framework, building the dashboards and deep-dives necessary to track and improve performance.