Director, Strategic Finance – Operations

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

📋 Description

• Take ownership of the annual budget and monthly forecasts for ten departments.

• Implement quarterly budget review meetings.

• Develop and maintain a driver-based operating model that encompasses payment volume, take rates, contract minimums, subsidies, headcount, and vendor expenditures.

• Manage quarterly board financial reports and the monthly management package.

• Conduct monthly P&L flux reviews, provide commentary, and compile financial statement packages in collaboration with accounting.

• Facilitate business reviews and quarterly OKR assessments; monitor commitments and identify shortfalls using data analysis.

• Define company and payments metrics.

• Extract, model, and interpret data utilizing Claude and other AI tools.

• Oversee the financial workstream for acquisitions in partnership with Corporate Development.

• Direct capital allocation analysis for products, corridors, incentives, and make-or-buy decisions.

• Strategize capital planning for licensed entities and highlight funding requirements.

• Authorize pricing exceptions that fall outside established deal parameters.

• Collaborate with the CRO to develop the sales capacity and quota model.

• Assist in organization design and cross-functional initiatives for the CFO and CEO.

• Supervise the Manager of FinOps, RevOps, and Finance Systems.

• Verify budget availability for purchase orders exceeding the approval threshold.

• Manage metrics related to volume, monetization, unit economics, retention, growth, efficiency, and cash flow.

• Deliver the FY27 budget, reforecast, metric dictionary, business reviews, board financials, quarterly budget reviews, OKRs, unit economics, and diligence model templates.

⛳️ Requirements

• A minimum of 8 years of experience in strategy consulting (Big Four strategy practice or comparable), investment banking, private equity, or FP&A.

• At least 2–4 years of experience working in-house at a fintech, payments, or high-growth organization.

• Proven experience managing a budget process from start to finish in collaboration with department leaders.

• Familiarity with board-level reporting responsibilities.

• Strong proficiency in financial modeling, including M&A or investment models.

• Experience in developing and executing an operating rhythm or OKR process across multiple functions.

• Practical experience with data and AI tools, including Claude or similar, to extract, model, analyze data, and generate reports directly.

• Ability to engage with senior leaders using data while maintaining effective relationships.

• Experience in cryptocurrency (preferred).

• Knowledge of capital planning for regulated entities (preferred).

• Experience managing systems or overseeing data builders (preferred).

🏝️ Benefits

• Competitive salary and equity options.

• Comprehensive health benefits for you and your family.

• Unlimited paid time off (PTO).

• Dedicated budget for courses, conferences, and certifications.

• Remote-friendly working environment.

• Access to top-tier tools and equipment.

• Opportunities for skill development and career advancement.

• Flexible autonomy and time for focused work.