Director of Strategic Finance providing financial leadership for decision-making at Early Warning. Overseeing budgeting, planning, and profitability analysis across the organization.
Responsibilities
Lead comprehensive budgeting, forecasting, and long-range planning processes, including P&L, cash flow, and balance sheet impacts.
Partner with senior leaders and business owners to align financial plans with strategic priorities and operational drivers.
Design and maintain product- and initiative-level profitability models that provide transparency into cost structures, resource utilization, and margin drivers.
Develop business cases and financial models to evaluate new initiatives, technology investments, and growth opportunities, including ROI, NPV, IRR, and scenario analysis.
Create and refine pricing and revenue models to assess financial impact and profitability.
Establish and lead recurring management reporting routines that provide clear visibility into financial performance, KPIs, and variances versus plan.
Prepare executive- and board-level materials, including quarterly operating and financial performance reviews.
Monitor and analyze operating results against budgets, strategic plans, and targets, recommending corrective actions as needed.
Design and improve financial models, data structures, and reporting frameworks to ensure scalable, system-enabled insights.
Partner with Finance, Product, Technology, and Operations teams to align financial models with underlying operational drivers.
Continuously improve planning, forecasting, and reporting processes to increase efficiency, accuracy, and decision support.
Influence and support leaders across Product, Technology, and Operations through fact-based insights and trusted financial partnership.
Lead and develop team members as applicable, fostering a culture of analytical rigor and business ownership.
Support the company’s commitment to risk management and the integrity and confidentiality of systems and data.
Requirements
Bachelor’s degree in Finance, Accounting, Business, or a related field.
10+ years of progressive experience in FP&A, strategic finance, or financial analysis roles.
Demonstrated experience with budgeting, forecasting, financial modeling, and performance management in complex organizations.
Experience operating in regulated financial services environments.
Strong expertise in profitability analysis, business case development, and investment evaluation (DCF, NPV, IRR).
Advanced financial and business modeling skills; expert proficiency in MS Excel.
Strong understanding of US GAAP and corporate finance principles.
Proven ability to manage multiple priorities, work cross-functionally, and influence at senior leadership levels.
Excellent written, verbal, and presentation skills.
Background and drug screen required.
Benefits
Healthcare Coverage – Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.
Paid Time Off – Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.
12 weeks of Paid Parental Leave
Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.
Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
Director Finance Solutions at Maxa solving data challenges for enterprises with AI - powered analysis. Leading customer projects and financial infrastructure modernization with a strong focus on outcomes.
Managing Director overseeing finance technology transformation for TIAA. Leading ERP replacement, system integration, and modernization efforts with executive stakeholder engagement.
Client Finance Analyst partnering with agency’s Finance team to manage financial operations. Responsible for overseeing financial documentation and ensuring accuracy in reporting and compliance.
Acting as a coordinator for a portfolio of New Market Tax Credit investments at U.S. Bank, ensuring benefit delivery and superior customer service while monitoring performance and compliance.
Financial Analyst supporting valuation and modeling of Mortgage Servicing Rights at U.S. Bank. Focused on mortgage analytics, modeling, and documentation, with growth opportunities.
Transition Associate overseeing onboarding of tax credit investments and loans for U.S. Bank Impact Finance. Analyzing legal documentation and supporting compliance processes.
IFS ERP Financial Analyst optimizing finance processes at Teledyne. Analyzing business processes and driving improvements in finance and accounting teams.
Sales Manager responsible for driving growth in Treasury Management and BI solutions at enventa. Building and expanding a strong pipeline to attract new customers and lead them to close.
Director of Investment Solutions at Farther leading high - impact initiatives and supporting financial advisors. Responsible for organizational improvement and investment frameworks.