Finance & Strategy Manager

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Develop and sustain comprehensive financial models, conduct scenario and sensitivity analyses, and create business cases for new products, partnerships, and investments.

• Assess the economics of commercial agreements, encompassing pricing, revenue sharing, unit economics, and return on investment (ROI).

• Assist in fundraising initiatives, mergers and acquisitions, and capital allocation strategies.

• Manage monthly and quarterly forecasts for designated areas.

• Contribute to the annual budgeting process and long-term planning through driver-based models that link operational metrics to profit and loss outcomes.

• Lead the monthly and quarterly evaluations of actual performance against planned forecasts.

• Clarify variances and highlight risks and opportunities to business leaders.

• Collaborate with leadership on market sizing, prioritization of investments, and cost optimization strategies.

• Prepare materials for executives, boards, and investors.

• Utilize SQL, BigQuery, and AI tools to streamline recurring reporting and analysis.

⛳️ Requirements

• A minimum of 4 years of experience in investment banking, corporate development, private equity, strategic finance, or financial planning and analysis (FP&A).

• Preferred experience in investment banking or private equity as an Analyst or Associate.

• Proficiency in advanced financial modeling techniques: including three-statement models, discounted cash flow (DCF), and scenario and sensitivity analysis.

• Expertise in Excel and Google Sheets.

• Strong grasp of accounting principles and the interconnections between the three financial statements.

• Capability to articulate financial concepts to non-financial stakeholders and present to senior management.

• Familiarity with SQL or a proven ability to rapidly learn technical tools.

• Practical experience using AI tools such as Claude, ChatGPT, or Copilot.

• Strong sense of ownership, comfort with uncertainty, and a proactive, builder mindset.

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related quantitative field.

• Experience with Python and/or business intelligence (BI) tools is a plus.

• CFA, CPA, or MBA credentials are advantageous.

🏝️ Benefits

• Pre-IPO equity packages.

• Unlimited paid time off (PTO).

• Carrot Cash travel stipend.

• Access to on-demand co-working space through FlexDesk.

• Work-from-home stipend.

• Generous parental leave.

• 100% employer-covered Medical, Dental, and Vision insurance for employees.

• Disability and Life insurance.

• Health Reimbursement Account (HRA).

• Dependent Care Account/Flexible Spending Account (DCA/FSA).

• Access to a 401k plan.

• Entrepreneurial work culture.

• Open lines of communication with management and company leadership.

• Small, agile teams that create a significant impact.