Finance & Strategy Manager

Overview

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In this role you partner with business leaders to model performance, evaluate opportunities, and drive decisions. You’ll build integrated financial models and strategic plans, lead business reviews, and translate analysis into actionable recommendations for leadership and the CFO. The position leverages SQL and AI tools to automate reporting, enabling you to focus on insight and strategy. You’ll shape commercial terms, participate in fundraising and capital allocation, and own forecasting for your domain. This is a fast-moving, lean team where rigorous modeling and clear storytelling matter.

Compensation / Benefits
• Unlimited PTO
• Carrot Cash travel stipend
• Remote work options
• Equity (options)
• Medical/Dental/Vision coverage
• 401k plan

Responsibilities
• Build and maintain integrated financial models, scenario analyses, and business cases for new products, partnerships and investments
• Evaluate economics of new commercial agreements (pricing, revenue share, unit economics, ROI) and shape deal terms with business leaders
• Support fundraising, M&A and capital allocation decisions, including supporting models and analyses
• Own monthly and quarterly forecast for supported areas and contribute to annual budget and long-range plan with driver-based models
• Lead monthly/quarterly reviews of actuals vs plan, explain variances, and flag risks and opportunities
• Partner with leadership on market sizing, investment prioritization and cost optimization
• Prepare executive-, board- and investor-ready materials explaining the numbers
• Use SQL, BigQuery and AI tools to automate recurring reporting and analysis

Key requirements
• 4+ years of experience in investment banking, corporate development, private equity, strategic finance or FP&A
• Investment banking or private equity experience (Analyst or Associate) preferred
• Advanced financial modeling skills: three-statement models, DCF, scenario and sensitivity analysis
• Expert in Excel / xklufbp Google Sheets
• Solid understanding of accounting and how the three financial statements connect
• Excellent communication skills with non-finance partners and senior leaders
• Working knowledge of SQL or ability to pick up technical tools quickly
• Hands-on use of AI tools (Claude, ChatGPT, Copilot, etc.) to automate repetitive work
• Strong ownership, comfort with ambiguity and builder mindset
• A degree in Finance, Economics, Business, Math, Engineering or other quantitative discipline
• excellent communication
• ownership
• ability to handle ambiguity
• three-statement modeling
• DCF
• scenario and sensitivity analysis