Strategic Finance and Operations Manager

You will develop financial and operating models, evaluate sales strategies and pricing, and help operationalize new product offers. You will analyze sales funnels and CRM data, support forecasting and planning, identify automation opportunities, and assist with capital planning, corporate finance, and investor relations.

Responsibilities

• Build financial and operating models for sales strategies and pricing models
• Partner on customer contracts and operationalize new product offers
• Identify and drive process-automation opportunities
• Analyze sales funnels and CRM data for sales-led accounts
• Support revenue and demand forecasting for resource allocation and planning
• Assist with capital planning, corporate finance, and investor relations

Requirements

• 4+ years of experience in strategic finance, investment banking, or management consulting
• Experience building financial models from scratch
• Proficiency in Excel or Google Sheets
• Experience with CRM data such as Salesforce
• Ability to communicate financial analysis to non-finance audiences
• Experience or strong interest in using AI agents and tooling

Benefits

• Equity