Finance & Strategy Manager

This is a fully remote position, open to applicants in North Carolina, +2 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 economic aspects of commercial agreements, including pricing, revenue sharing, unit economics, and return on investment (ROI).

• Collaborate with business leaders to shape deal terms.

• Assist in fundraising, mergers and acquisitions, and capital allocation decisions.

• Take ownership of monthly and quarterly forecasts for the respective areas.

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

• Lead monthly and quarterly reviews comparing actuals to plans and forecasts.

• Analyze variances and identify risks and opportunities for business leaders.

• Work alongside leadership on market sizing, prioritization of investments, and cost optimization.

• Prepare materials suitable for executives, boards, and investors.

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

• Act as a finance partner to business leaders, offering recommendations to senior leadership and the CFO.

⛳️ Requirements

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

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

• Proficient financial modeling skills, including three-statement models, discounted cash flow (DCF), scenario, and sensitivity analysis.

• Expert in Excel and Google Sheets.

• Strong understanding of accounting principles and the interconnections among the three financial statements.

• Exceptional communication skills with the ability to convey financial concepts to non-finance partners and present to senior leadership.

• Basic knowledge of SQL or a proven ability to quickly learn technical tools.

• Hands-on experience with AI tools such as Claude, ChatGPT, or Copilot.

• Demonstrates strong ownership, comfort with ambiguity, and a builder mindset.

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

• Experience with Python and/or business intelligence tools such as Looker or Tableau is a plus.

• CFA, CPA, or MBA is also a plus.

🏝️ Benefits

• Competitive salary.

• Pre-IPO equity packages.

• Unlimited paid time off (PTO).

• Carrot Cash travel stipend.

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

• Work-from-home stipend.

• Generous parental leave, significantly above industry standards.

• 100% employer-paid medical, dental, and vision coverage for employees.

• Disability and life insurance.

• Health Reimbursement Account (HRA).

• DCA/FSA.

• Access to a 401k plan.

• Entrepreneurial culture.

• Open communication with management and company leadership.

• Small, dynamic teams with a significant impact.