Strategic Finance Manager

PayZen • San Francisco, CA

1d • Hybrid

About The Position

The Strategic Finance Manager will contribute to a diverse portfolio of strategic, data-driven initiatives to scale PayZen's operations and optimize financial performance. This role will play a critical part in influencing decision-making processes across the company, driving operational excellence and shaping the financial trajectory of the company. The ideal candidate will embody a proactive and growth-oriented mindset, demonstrating high levels of self-motivation, analytical ability, and have a keen focus on driving results. The role is based in PayZen's San Francisco (SOMA) headquarters and is hybrid (in office Monday, Tuesday, and Thursday).

Requirements

• Bachelor’s degree in Business, Finance, Economics, or other related field
• 5+ years of experience in investment banking, private equity, or strategic finance at a high-growth technology startup.
• Exceptional financial modeling skills combined with a practical ability to build or configure automations (no-code or code) and integrate AI agents into financial data flows.
• Demonstrated experience documenting complex processes and redesigning workflows around what automated systems and AI can achieve.
• Proven track record of owning outcomes with defined KPIs and making data-driven decisions in high-stakes environments.
• Strong data visualization skills, with a continuous drive to seek process improvements and automate data quality checks.
• Excellent written and verbal communication skills with the ability to interact regularly with executive management and influence strategic policy.

Nice To Haves

• Cowork and Claude Code preferred
• SQL a plus!

Responsibilities

• Own three-statement financial modeling, monthly reporting cycles, and the scalable data architecture that provides actionable insights for executive leadership
• Design AI agent workflows to automate repeatable finance tasks—such as revenue forecasting and variance analysis—increasing team capacity and precision.
• Lead annual and long-range planning processes, translating corporate objectives into rigorous financial goals and business plans.
• Develop frameworks to analyze business trends and identify the key performance metrics that influence company-wide decision-making.
• Drive the analytical support and execution for equity and debt fundraising initiatives to ensure long-term growth and IPO readiness.
• Manage external financial reporting and strategic analysis for board meetings and investor inquiries.
• Serve as a trusted partner to senior stakeholders in GTM, Product, Legal, and other parts of the organization on financial planning, pricing strategies, and resource allocation.

Benefits

• An opportunity to positively affect the lives of thousands of patients and be a part of a team that revolutionizes medical payments in ways never seen before
• A chance to join a high-growth company at an early stage
• Highly skilled co-workers with whom you can grow your skill set
• The ability to impact company values and culture in a collaborative environment - we value all comments and suggestions
• Competitive pay
• healthcare
• stock options
• 401(k)
• flexible PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees