Director, Finance Strategy – Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of cross-functional finance programs from inception to completion, collaborating with finance, revenue operations, engineering, legal, human resources, and product teams.

• Define the scope of projects, establish success metrics, sequence tasks, and take responsibility for program outcomes.

• Deconstruct programs into manageable workstreams, allocate responsibilities, maintain delivery schedules, and remove obstacles hindering progress.

• Facilitate communication between finance and business operators to ensure alignment on definitions, responsibilities, and timelines.

• Provide direct updates to executives and represent the finance team in all associated programs.

• Analyze current processes and design improved future processes.

• Collaborate with Business Systems, Engineering, and external vendors to implement finance-related systems.

• Manage finance-related requirements and acceptance criteria for platforms such as NetSuite, Salesforce, planning systems, data warehouses, and internal tools.

• Identify, test, and integrate LLM and automation tools into finance processes.

• Work alongside the AI & Technology Finance lead to establish AI standards and governance.

• Document processes, controls, and ownership in preparation for IPO readiness and sustainable growth.

• Organize program standups, workstream check-ins, steering meetings, status updates, alignment sessions, milestone reviews, retrospectives, and AI/automation pilot reporting.

• Coordinate the annual planning calendar and update the finance processes and systems roadmap.

• Conduct assessments of the finance organization’s readiness, focusing on controls, documentation, audits, and IPO preparedness.

⛳️ Requirements

• A minimum of 8 years of experience in FP&A, strategic finance, business operations, finance transformation, consulting, or chief-of-staff roles.

• Proven ability to thrive in a high-growth, unstructured environment.

• Demonstrated success as the Directly Responsible Individual (DRI) on large cross-functional programs completed through collaboration with team members not directly reporting to you.

• Strong process orientation, including the ability to map current states, define future states, assign ownership, and establish operational cadence.

• Proficiency in tools such as NetSuite, Salesforce, planning platforms like Pigment/Anaplan/Adaptive, data warehouses, and internal tools.

• Comfortable writing requirements and acceptance criteria for engineering and vendor teams.

• Solid understanding of finance and accounting principles, including those related to closing, forecasting, revenue recognition, and board deck processes.

• Hands-on experience with LLM technologies, such as Claude Cowork & Code.

• Exceptional written and verbal communication skills.

• A low ego, high ownership attitude with accountability for results that may not be fully under your control.

• Familiarity with SQL and low/no-code dashboarding tools like Retool and Looker is advantageous.

• Experience in healthcare SaaS, pre-IPO settings, M&A integration, and/or program management certifications such as PMP or Lean/Six Sigma is a plus.

• Must be eligible to work in the US; the application will inquire about the need for sponsorship to work in the US.

• Required to comply with information security standards upon hiring and annually thereafter.

🏝️ Benefits

• Equity

• Remote work arrangement