Strategic Finance Manager

Instabase • San Francisco, CA

7d • $185,000 - $210,000 • Hybrid

About The Position

At Instabase, we're passionate about democratizing access to cutting-edge AI innovation to enable any organization to solve previously unsolvable unstructured data problems in their industry. With customers representing some of the largest and most complex organizations in the world, and investors like Greylock, Andreessen Horowitz, and Index Ventures, our market opportunity is near infinite.
Instabase offers a consumption-based pricing model where customers can pay only for what they use, aligning directly with the value our products deliver. It empowers our clients to explore our AI Hub platform features extensively, enabling them to uncover crucial business insights. This customer-centric model allows Instabase to glean insights from diverse use cases and behaviors, ensuring we deliver top-tier solutions that provide unmatched advantages for everyday business operations.
With offices in San Francisco, London and Bengaluru, Instabase is a truly global company. We are people-first, and we've built a fearlessly experimental, endlessly curious, customer obsessed team who work together and help organizations around the world turn their unstructured data into insights instantly.
As a Strategic Finance Manager, you will serve as a key architect of the company’s financial future. In this IC role, you will go beyond traditional accounting to provide the financial framework and analytical insights necessary to drive long-term growth, optimize capital allocation, and support executive decision-making. You will partner closely with leadership across Sales, Product, and Engineering to translate corporate strategy into actionable financial plans.

Requirements

• Bachelor’s degree or the equivalent years of experience
• 5+ years experience in top-tier strategy consulting, investment banking, private equity, or strategy/business operations for an enterprise software company
• Ability to provide high-level strategic analysis
• Excellent quantitative skills with previous experience in building and owning operating models
• Proven ability to build strong collaborative working relationships with business partners, department leads, and investors and is seen as a trusted and objective advisor
• Technical Autonomy: able to navigate ambiguity and deliver polished results independently
• Attention to Detail: have a zero-error mentality and a rigorous approach to data validation
• Comfortable with writing SQL queries and presenting strategy to the Executive Leadership team

Nice To Haves

• Startup experience desired

Responsibilities

• Develop strategic models and forecasts
• Own and update cashflow and operating models
• Help set strategy and drive key business initiatives (such as acquisitions, business partnerships, new business lines, pricing structures, and other high priority projects)
• Manage performance by defining, tracking and monitoring critical success metrics
• Help continuously improve reporting frameworks and processes to ensure access to timely, accurate and actionable data
• Help business leaders identify new, scalable business opportunities by finding unique insights on new markets, competitors, and business trends
• Lead the financial modeling for new product pricing structures and contract terms, ensuring long-term margin health
• Assist in managing investor relations and preparation of Board level materials
• Help operating partners with fund budgets and periodic operational and financial review

Benefits

• Flexible PTO: Because life is better when you actually live it!
• Instabreak Fridays: Enjoy 6 company-wide Friday breaks scheduled throughout the year, giving you long weekends to relax and recharge!
• Comprehensive Coverage: Top-notch medical, dental, and vision insurance.
• 401(k) with Matching: We’ve got your back for a secure future.
• Parental Leave & Fertility Benefits: Supporting you in growing your family, your way.
• Therapy Sessions Covered: Mental health matters— 10 free sessions through Samata Health.
• Wellness Stipend: For gym memberships, fitness tech, or whatever keeps you thriving.
• Lunch on Us: Enjoy a lunch credit when you're in the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees