HighLevel is seeking a Sr. Strategic Finance Manager to partner with senior business leaders to inform resource allocation, define operational and financial KPIs, and drive growth or improve profitability. The role involves developing analytical and financial frameworks, building financial models, and working directly with raw data to drive business decisions.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field
- 9+ years of total experience, with at least 6 years in the strategic finance function within a late-stage or high-growth tech or public company environment
- Experience in SaaS, preferably with a usage-based business model component
- Strong understanding of GTM dynamics, including familiarity with sales capacity planning, quota setting, pipeline analysis, acquisition funnels, activation, retention, and user conversion metrics
- Experience supporting or partnering directly with Sales and Marketing leadership to develop forecasts, evaluate spend efficiency and compensation plan design, and align incentives with company growth goals
- Familiarity with digital marketing and growth metrics such as CAC, LTV, ROAS, blended CAC, churn, and retention cohorts
- Demonstrated ability to work directly with raw data — building, cleaning, and validating datasets — and a strong intuition for identifying data quality issues before they affect outputs
- Advanced experience with Excel / Google Sheets, BI tools (Tableau), and / or SQL — can independently to pull, validate, and explore data without relying on a data team intermediary
- Excellent business partnering skills, particularly with non-financial leaders; track record of advising operational and financial improvements across multiple areas of 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
- Ability to navigate ambiguous questions, identify key variables, and drive toward a successful outcome
- Ability to story-tell with data and distill complex topics and tradeoffs into a simple framework to influence decision making
- Bias toward action, strong work ethic, and player-coach mentality with experience driving outcomes under tight timeline
- Extremely detail oriented, highly organized, and able to balance multiple projects in a fast-paced environment
Benefits
