Strategic Finance & Business Operations

Our client, a rapidly scaling AI software development startup (growing from 100 to 250+ employees this year), is seeking a Strategic Finance & Business Operations professional to join as a foundational hire and help build the finance function from the ground up. This role reports directly to the Head of Finance and works closely with the founders, splitting time between strategic finance and high-impact business operations initiatives.

Job Responsibilities:

Support customer meetings, investor relations, pricing strategy, and demo preparation
Build financial models, dashboards, and reporting to give leadership real-time visibility into revenue, burn, and unit economics
Own FP&A, including annual planning, rolling forecasts, and headcount modeling
Lead ambiguous, high-priority business operations projects — market analysis, vendor evaluation, partnership assessment, and more
Design and build operational infrastructure and processes as the company scales

Experience:

2–5 years of experience at a top-tier investment bank (e.g., Morgan Stanley, Goldman Sachs), private equity firm (e.g., Thoma Bravo), or top consulting firm
Degree from a top-tier or Ivy League university
Expert-level Excel/Google Sheets financial modeling skills, including three-statement models and unit economics (will be tested via an in-person case study, no AI tools)
A self-starter who thrives in ambiguity — this is a flat organization with no managers, so you're comfortable finding information and solving problems independently
High sense of urgency and ownership — comfortable with long hours, rapid change, and rolling up your sleeves to get things done at a high-growth startup

Nice to Have:

Transition from finance/consulting into tech or startups, with Series A–D operating experience
FP&A or strategic finance experience at a high-growth company
Experience supporting fundraising, investor relations, or M&A processes
Degree in finance, economics, or a quantitative field
SQL proficiency for data analysis
Familiarity with Python or BI tools (e.g., Looker, Tableau)