Director, Strategic Finance (Product & Engineering)
High Level Services, Washington, District of Columbia, United States
Director, Strategic Finance
HighLevel is seeking an experienced Director, Strategic Finance to build out the partnership with our Product & Engineering functions, developing analytical + financial frameworks to influence decision making for our most business-critical questions. You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. We are looking for someone with a strong track record of leading a strategic finance function in a high-growth private/public company, partnering with financial and non-financial stakeholders to influence key business decisions and building a high-performing team. You will report directly to the Head of Finance. What You Will Do Functional Ownership: Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of investments to ensure adherence to company-level efficiency targets. Decision Support: Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals. KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency. Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality. AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis What You Bring Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.). 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors. Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in 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 to achieve a targeted outcome Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact Deep understanding of SaaS and usage-based business models and metrics Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.) Strong Candidates May Also Bring Track record of using AI to improve forecasting methodologies or drive process improvements Experience building & scaling a strategic finance function from scratch The salary range for this position is $189000 - $277500 annually. (Bonus Pay included) EEO Statement The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
HighLevel is seeking an experienced Director, Strategic Finance to build out the partnership with our Product & Engineering functions, developing analytical + financial frameworks to influence decision making for our most business-critical questions. You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. We are looking for someone with a strong track record of leading a strategic finance function in a high-growth private/public company, partnering with financial and non-financial stakeholders to influence key business decisions and building a high-performing team. You will report directly to the Head of Finance. What You Will Do Functional Ownership: Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of investments to ensure adherence to company-level efficiency targets. Decision Support: Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals. KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency. Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality. AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis What You Bring Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.). 12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors. Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in 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 to achieve a targeted outcome Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact Deep understanding of SaaS and usage-based business models and metrics Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.) Strong Candidates May Also Bring Track record of using AI to improve forecasting methodologies or drive process improvements Experience building & scaling a strategic finance function from scratch The salary range for this position is $189000 - $277500 annually. (Bonus Pay included) EEO Statement The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.