As the Strategic Finance Lead you will drive critical financial insights for our executive, business and product teams to help influence data-driven decisions that shape and scale a profitable company.  You will own benchmarking and analysis of key financial metrics (including preparation of reporting, ad hoc analysis and tracking of KPIs) and work cross-functionally to develop quantitative insights to improve decision-making and identify opportunities across the whole organization.

What You’ll Do:

    • Work directly with our executive team to develop financial and operational forecasts, cost/benefit comparisons, and assist with decision making and measuring financial impact related to strategic and operational initiatives and new product development
    • Analyze key business/financial KPIs, uncover trends and assess current/future business risks and opportunities; communicate actionable insights to key stakeholders
    • Build sophisticated financial and operating models to answer complex questions
    • Partner with product, engineering, data science and other operational teams to develop and evolve scalable processes to manage and improve business performance
    • Prepare presentations and key reporting presentations and communications that summarize information concisely for both internal and external stakeholders (e.g. Board of Directors, investors)
    • Support fundraising and corporate transactions (capital raising, M&A, strategic partnerships) by leading due diligence processes and assessing business impact
    • Help automate, improve, and scale reporting and business metrics reporting

What You’ll Need:

    • 6+ years experience at a top-tier investment banking, consulting or VC/PE firm and/or relevant experience on a Strategic Finance team at a leading fin/technology company
    • Undergraduate degree or equivalent years of relevant work experience required; MBA preferred
    • Strong analytical skills, you must be an expert in Excel; able to build models from scratch that are efficient, scalable and intuitive
    • Strong organizational and process management skills, comfortable with multitasking and prioritizing within a fast-paced, demanding environment
    • Outstanding communication skills with the ability to help influence executive stakeholders in making informed data-driven decisions
    • Ability to set clear goals and effectively prioritize workload, operate autonomously and deliver high-quality work output while under pressure and in teams
    • Representative of Dave’s values: helpful and decent, resourceful, innovative entrepreneur, transparent, and persistent
Benefits & Perks
• Premium Medical, Dental, and Vision Insurance plans
• Insurance premiums 100% covered for you and 80% for your dependents
• Company provided Basic Life and Short-Term Disability plans
• Competitive salary and equity compensation packages
• Voluntary Life Insurance and Long-Term Disability plans
• 401(k) savings plan with matching contributions
• Healthcare and Dependent Care Flexible Spending Accounts (FSA)
• Generous and flexible PTO
• Flexible work hours
• Generous paid parental leave
• A collaborative environment with opportunities for learning and growth
• Virtual social events
Job Overview
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