[Remote] Director, Strategic Finance (Product & Engineering)

Note: The job is a remote job and is open to candidates in USA. HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. The Director of Strategic Finance will build out partnerships with Product & Engineering functions, developing analytical and financial frameworks to influence decision making for critical business questions.

Responsibilities

• Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions
• Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets
• Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc.
• Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives
• Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals
• Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency
• Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture
• Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis Skills
• Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred).
• 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience.
• Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors.
• Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business.
• Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome.
• Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact.
• Deep understanding of SaaS and usage-based business models and metrics.
• Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome.
• Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making.
• Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines.
• Advanced experience with Excel / bolthires sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)
• Track record of using AI to improve forecasting methodologies or drive process improvements.
• Experience building & scaling a strategic finance function from scratch. Company Overview
• HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more. It was founded in 2018, and is headquartered in Dallas, Texas, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job

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