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Director – Strategic Finance
Company | Upgrade |
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Location | San Francisco, CA, USA |
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Salary | $200000 – $215000 |
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Type | Full-Time |
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Degrees | Bachelor’s, MBA |
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Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- MBA or CFA designation preferred
- 7+ years in Corporate Finance, FP&A, strategic finance, or a related field
- Previous experience developing models and reporting with Pigment
- Experience in high-growth companies, preferably in fintech, consumer tech, or B2C product companies
- Previous experience in pre-IPO or public companies is highly desirable
Responsibilities
- Develop and maintain accurate, timely, and insightful financial reports for executive leadership and stakeholders
- Establish and enhance reporting frameworks to track key financial metrics and business performance
- Lead initiatives to analyze profitability and identify areas of opportunity
- Partner with FP&A to deliver financial planning, forecasting, and reporting for business line
- Provide data-driven insights and recommendations to influence business strategy and decision-making
- Own the monthly/quarterly forecast process, ensuring alignment with corporate goals
- Monitor performance against budget, identify trends, and recommend actions to achieve targets
- Partner with business leaders to evaluate opportunities, pricing strategies, and cost management initiatives
- Collaborate with cross-functional teams to support product launches, market expansion, and operational scaling
- Develop and present detailed financial models, dashboards, and KPIs to measure performance
- Conduct scenario analyses and sensitivity tests to evaluate potential risks and opportunities
Preferred Qualifications
- MBA or CFA designation preferred
- Experience in high-growth companies, preferably in fintech, consumer tech, or B2C product companies
- Previous experience in pre-IPO or public companies is highly desirable