Original listing text, shown exactly as published by the company.
Who You Are
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…
