Confidential
Head of Financial Strategy
About the Company
Innovative provider of free behavioral insights.
Industry
Primary/Secondary Education.
Type
Privately Held.
Founded
2013.
Employees
51-200.
Specialties
Visual learning
Medical education
Higher education
About the Role
Join our dynamic team as the Head of Financial Strategy, where you will play a vital role as the senior-most financial leader. Your focus will be to propel excellence in financial planning, reporting, and strategic analysis that supports our ambitious growth targets. You will take charge of all FP&A activities, including budgeting, forecasting, and financial modeling, ensuring our financial operations align with the company's strategic direction.
As part of your leadership responsibilities, you will build a strong partnership with the CEO and leadership team to promote financial discipline, transparency, and scalability. You will oversee the accounting functions, uphold robust internal controls, and manage comprehensive financial operations.
This role also includes preparing and presenting financial results to the Board and investors, as well as providing support during fundraising initiatives. We're looking for candidates with a Bachelor's degree in a relevant field, and an MBA, CPA, or CFA is preferred. You should possess a minimum of 12 years of finance experience, with at least 3 years in a senior leadership role.
Expertise in SaaS or subscription-based business models is essential, as is a demonstrated history in leading FP&A, accounting, and reporting functions within a high-growth or PE/VC-backed setting. The ideal candidate will have a thorough understanding of SaaS metrics, be a hands-on leader with exceptional communication skills, and an ability to turn financial data into actionable insights. Preferred attributes include experience in managing equity programs, deep familiarity with fundraising processes, and a strategic, collaborative and analytical mindset.
Hiring Manager Title
CEO
Travel Percent
Less than 10%
Functions
Finance