Strategic Finance

Lorikeet

3d•Remote

About The Position

Lorikeet is seeking a Strategic Finance professional to own the financial systems, models, and insights that guide the business. This role involves working closely with founders, operations, and go-to-market teams to transform multi-channel inputs into clear signals. Key responsibilities include owning forecasts, partnering on headcount planning, tracking performance against goals, and identifying areas for business improvement. The position is part strategic advisor and part hands-on operator, focused on refining systems for scaling. As the sole in-house finance team member, this role offers a significant growth opportunity to establish the strategy and processes for the strategic finance function from the ground up.

Requirements

5-7 years of experience in strategic finance, PE, investment banking, or early-stage operating roles, with a track record of partnering closely with leadership to drive financial clarity and decision-making, or a CFA
Have built and maintained operating models used for real-world planning ideally in a SaaS or B2B start up environment
Owned or directly contributed to board reporting, headcount planning, or annual planning cycles
Demonstrated experience modeling ARR, CAC, burn ratios and other SaaS metrics that actually matter
Experience designing internal reporting, dashboards, or planning rituals that stuck
Worked cross-functionally to pressure-test investments, run scenario analyses, or improve unit economics
Excited by the chance to help build a category-defining AI company

Nice To Haves

Gets genuinely excited about AI and can communicate its transformative potential to complex businesses.
Is naturally curious about data and what it reveals.
Has a builder's mindset — you get energy from creating systems, models, and processes from scratch.
Can translate complex financial analysis into clear, actionable insights for founders, operators, and investors who aren't living in the spreadsheets.
Is motivated by impact and eager to play a key role at an early-stage, fast-moving startup where your work shapes real decisions.

Responsibilities

Own financial models, operating plans, and scenario planning for the business
Partner with teams on headcount planning, budgeting, and investment tradeoffs
Track revenue, costs, and margin drivers—and highlight what's changing
Build and maintain internal dashboards and reporting systems
Support pricing, forecasting, and board/investor communications
Work cross-functionally to bring financial rigor to product, GTM, and operational decisions
Lead strategic initiatives and special projects—from marketing ROI analysis to vendor negotiations and other high-impact business decisions
Spot areas where we're flying blind and bring structure to them