Partner with company leaders to drive budgeting, forecasting, and resource-allocation decisions while building financial models and AI-enabled workflows for strategic planning and analysis.
Strategic Finance Manager
📜 Description
- Build and maintain bottom-up financial models for revenue, costs, cash flow, and unit economics.
- Develop scenario, sensitivity, and downside analyses; lead annual planning, reforecasting, and 3–5 year planning.
- Evaluate initiatives, pricing changes, investments, and partnerships.
- Prepare investor, board, and lender materials and support fundraising, valuation, capital structure, and runway decisions.
- Partner with Product, GTM, Operations, and leadership to assess decisions and track growth, efficiency, and scale metrics.
- Improve financial processes, tools, and data quality, aligning strategy, operating plans, and financial outcomes.
🛠️ Requirements
- Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting
- Strong hands-on experience with complex financial models
- Comfort working with senior leadership and investors
- Ability to operate in ambiguous, fast-moving environments
- Excellent business judgment and written/verbal communication skills
- MBA or equivalent experience preferred (not mandatory)
Full job description
About Us
ERP•AI is redefining business automation with innovative technology solutions. We’re on a mission to fuse bleeding-edge AI with the backbone of modern enterprises-ERP. Think of us as the place where machine learning meets supply chains, finance, and decision-making at scale. We’re building a platform that doesn’t just automate workflows but makes them smarter, adaptive, and downright predictive.
Role Summary
The Strategic Finance Manager owns financial modeling, long-range planning, and capital analysis to support executive decision-making and investor engagement. This role sits at the intersection of finance, strategy, and leadership, translating complex business realities into clear financial narratives.
Key Responsibilities
Financial Modeling & Planning
Build and own bottom-up financial models covering revenue, costs, cash flow, and unit economics
Develop scenario, sensitivity, and downside models to support strategic decisions
Lead annual planning, reforecasting, and long-range planning (3–5 year outlooks)
Evaluate new initiatives, pricing changes, investments, and partnerships
Capital & Investor Support
Prepare investor, board, and lender materials (models, decks, metrics, FAQs)
Support fundraising, capital structure analysis, and valuation work
Partner with leadership on capital allocation and runway management
Act as a key finance point of contact for select investor interactions (as required)
Strategic Decision Support
Partner with Product, GTM, and Operations teams to assess financial impact of decisions
Define and track key performance metrics tied to growth, efficiency, and scale
Turn ambiguous problems into clear financial insights and recommendations
Execution & Ownership
Improve financial processes, tools, and data quality
Ensure alignment between strategy, operating plans, and financial outcomes
Maintain high standards for accuracy, clarity, and timeliness
What This Role Does NOT Include
Accounting, bookkeeping, or statutory compliance ownership
Payroll processing or transactional finance work
Pure reporting without strategic context
Passive analysis without decision ownership
Ideal Background & Skills
Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting
Strong hands-on experience with complex financial models
Comfort working with senior leadership and investors
Ability to operate in ambiguous, fast-moving environments
Excellent business judgment and written/verbal communication skills
Advanced Excel / Sheets proficiency; familiarity with BI tools a plus
MBA or equivalent experience preferred (not mandatory)
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