Codex Recruitment
Finance & Strategy Manager
Codex Recruitment, San Francisco, California, United States, 94199
About the job
Finance & Strategy Manager — San Francisco — $150-190,000 Base Bonus Equity
Our client is a fast‑growing software security company based in San Francisco, trusted by leading enterprises to secure their most critical systems. As the business scales rapidly across products, markets, and customer segments, the company is expanding its strategic and operational leadership bench. They are seeking a Finance & Strategy Manager who can operate as a powerhouse across financial planning, business operations, and corporate strategy.
Role Overview The Finance & Strategy Manager will serve as a key partner to executive leadership, driving financial insights, operational effectiveness, and strategic clarity across the organization. This role combines analytical rigor, business judgment, and cross‑functional influence. The ideal candidate can move fluidly between building robust financial models, diagnosing operational issues, and shaping high‑level strategic priorities. This is a high‑visibility, high‑impact position with a direct line into the CFO and senior leadership team.
What You’ll Do
Serve as the primary Business Operations partner to the CMO and the Marketing organization, acting as a strategic advisor across planning, performance, and operational execution.
Lead the planning and goal‑setting process for Marketing‑driven pipeline, ROI, and key funnel metrics—ensuring alignment with the company’s broader topline and growth objectives.
Generate actionable insights on the performance of acquisition channels, lifecycle programs, and funnel dynamics, informing investment decisions and tactical optimization.
Own and execute critical change initiatives within Marketing that enable the team to operate effectively at the next stage of scale.
Build operational rigor, streamline reporting, and help drive cross‑functional clarity across Marketing, Sales, Finance, and GTM leadership.
What You Bring
8‑10 years of progressive experience in high‑growth environments. You likely come from a Growth, Strategic Finance, BizOps, or similarly analytical role at a fast‑scaling startup, with earlier experience in investment banking, management consulting, or investing. Experience partnering closely with data‑driven Growth or Marketing teams is a strong plus.
Exceptional analytical horsepower with mastery of modeling and data analysis. You can translate complex business questions into structured models and have the toolkit to independently uncover insights from data. Fluency in SQL, database concepts, and modern BI tools is required.
Meticulous attention to detail paired with strong strategic judgment. You ensure precision in your work, but you also know how to apply an 80/20 mindset—quickly identifying what truly matters and when something passes the “smell test.”
A growth mindset and comfort with ambiguity. You thrive in fast‑paced, evolving environments and can create structure, prioritize effectively, and pivot seamlessly as circumstances shift.
Excellent communication and partnership skills. You navigate stakeholders across the organization—from sales reps to engineers—with credibility and empathy. You strike the right balance between collaborative partnership and constructive challenge. Clear, compelling written and verbal communication is essential.
A low ego, high‑impact team orientation. You bring positive energy, humility, and a learn‑it‑all attitude. You’re the kind of person teammates genuinely enjoy working with—because life is too short not to.
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Our client is a fast‑growing software security company based in San Francisco, trusted by leading enterprises to secure their most critical systems. As the business scales rapidly across products, markets, and customer segments, the company is expanding its strategic and operational leadership bench. They are seeking a Finance & Strategy Manager who can operate as a powerhouse across financial planning, business operations, and corporate strategy.
Role Overview The Finance & Strategy Manager will serve as a key partner to executive leadership, driving financial insights, operational effectiveness, and strategic clarity across the organization. This role combines analytical rigor, business judgment, and cross‑functional influence. The ideal candidate can move fluidly between building robust financial models, diagnosing operational issues, and shaping high‑level strategic priorities. This is a high‑visibility, high‑impact position with a direct line into the CFO and senior leadership team.
What You’ll Do
Serve as the primary Business Operations partner to the CMO and the Marketing organization, acting as a strategic advisor across planning, performance, and operational execution.
Lead the planning and goal‑setting process for Marketing‑driven pipeline, ROI, and key funnel metrics—ensuring alignment with the company’s broader topline and growth objectives.
Generate actionable insights on the performance of acquisition channels, lifecycle programs, and funnel dynamics, informing investment decisions and tactical optimization.
Own and execute critical change initiatives within Marketing that enable the team to operate effectively at the next stage of scale.
Build operational rigor, streamline reporting, and help drive cross‑functional clarity across Marketing, Sales, Finance, and GTM leadership.
What You Bring
8‑10 years of progressive experience in high‑growth environments. You likely come from a Growth, Strategic Finance, BizOps, or similarly analytical role at a fast‑scaling startup, with earlier experience in investment banking, management consulting, or investing. Experience partnering closely with data‑driven Growth or Marketing teams is a strong plus.
Exceptional analytical horsepower with mastery of modeling and data analysis. You can translate complex business questions into structured models and have the toolkit to independently uncover insights from data. Fluency in SQL, database concepts, and modern BI tools is required.
Meticulous attention to detail paired with strong strategic judgment. You ensure precision in your work, but you also know how to apply an 80/20 mindset—quickly identifying what truly matters and when something passes the “smell test.”
A growth mindset and comfort with ambiguity. You thrive in fast‑paced, evolving environments and can create structure, prioritize effectively, and pivot seamlessly as circumstances shift.
Excellent communication and partnership skills. You navigate stakeholders across the organization—from sales reps to engineers—with credibility and empathy. You strike the right balance between collaborative partnership and constructive challenge. Clear, compelling written and verbal communication is essential.
A low ego, high‑impact team orientation. You bring positive energy, humility, and a learn‑it‑all attitude. You’re the kind of person teammates genuinely enjoy working with—because life is too short not to.
#J-18808-Ljbffr