Director, Strategic Finance – Product & Engineering

🕒 Março 19

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HighLevel

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2018

☁️ SaaS

🤝 B2B

💰 Series A em 2021-11

SaaS • Marketing • B2B

HighLevel é uma plataforma all-in-one de marketing e vendas criada para ajudar empresas a crescer e ter sucesso. A solução consolida diversas ferramentas de marketing em um único lugar, oferecendo recursos como captura de leads por meio de landing pages, pesquisas, formulários e calendários, além de ferramentas de nutrição de leads via mensagens automatizadas em múltiplos canais, incluindo telefone, SMS, e-mail e redes sociais. A HighLevel oferece soluções personalizáveis, como agendamento online de compromissos, campanhas de follow-up multicanal e gestão de pipeline. Além disso, as empresas podem criar sites, funis e landing pages com o construtor de páginas intuitivo. A HighLevel permite integração com sistemas existentes via API e oferece uma plataforma de membros para construção de comunidade e gestão de cursos. Voltada para profissionais de marketing, a plataforma disponibiliza opções de white label para que as empresas possam aplicar sua própria marca ao software. Com uma abordagem de desenvolvimento orientada pela comunidade e suporte premiado, a HighLevel tem como foco capacitar as empresas a otimizar suas operações e aumentar a eficiência de marketing.

Descrição

• 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

🎯 Requisitos

• 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