Strategic Finance Manager

Assembled • San Francisco, CA

1d • Onsite

About The Position

Great customer support requires human agents and AI in perfect balance, and Assembled is the only unified platform that orchestrates both at scale. Companies like Canva, Etsy, and Robinhood use Assembled to coordinate their entire support operation — in-house agents, BPOs, and AI — in a single operating system. With AI Agents that resolve cases end-to-end, AI Copilot for agent assistance, and AI-powered workforce management that optimizes both human and AI capacity, Assembled helps teams deliver faster, better service while making smarter decisions about how to staff and automate. Backed by $70M from NEA, Emergence Capital, and Stripe, we're building the platform that makes AI and human collaboration actually work. We're looking for a Strategic Finance Manager to be the core individual contributor on our finance team as we scale toward profitability. You'll own the hands-on work behind our financial operating system — building models, running forecasts, partnering with Accounting on close, and delivering the reporting that drives exec and board decisions. You'll report to our CEO in the interim and transition to work closely with our incoming Head of Finance. This is a builder's role for someone who wants to do substantive finance work at a pivotal moment in a company's life, learn directly from a seasoned finance leader, and grow into more scope as the team expands. This is an onsite role based in our San Francisco office, five days a week (Monday–Friday).

Requirements

• 3–7 years of experience across Strategic Finance, FP&A, investment banking, or private equity
• Direct operating experience inside a high-growth SaaS business strongly preferred
• Track record of building financial models from scratch, not just maintaining them
• Working understanding of SaaS drivers — ARR, NRR, gross margin, CAC payback — and how they scale
• Exceptional financial modeling skills in Excel/Google Sheets; comfort with large datasets
• Excellent communicator; can translate analysis into clean narratives for executive audiences
• High ownership mentality; thrives in ambiguity and drives work to completion

Nice To Haves

• SQL or BI fluency
• experience with NetSuite/Salesforce/Ramp
• prior investment banking background

Responsibilities

• Build and maintain Assembled's operating model and unit economics framework
• Support the annual, quarterly, and long-range planning cycles end-to-end
• Partner cross-functionally with business leaders across GTM, Product, Engineering, and G&A on budgeting, forecasting, and investment evaluation
• Track the financial and operational KPIs that matter; build the dashboards and reporting that drive accountability
• Contribute to board-level financial materials and support future fundraising processes
• Monitor cash flow, burn, ARR, and other key metrics; deliver timely reporting and insights
• Partner with Accounting to streamline close processes and improve reporting cadence
• Drive ad-hoc analyses — pricing, packaging, COGS, segmentation, GTM efficiency — that inform strategic decisions

Benefits

• Generous medical, dental, and vision benefits
• Flexible time off
• Monthly credits for professional development, general wellness, Assembled customers, and commuting
• Paid parental leave
• Catered lunches every day (M–F) and fully stocked SF office
• 401(k) plan enrollment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees