Strategic Finance Manager

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HuddleUp

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 HR Tech

⚡ Productivity

☁️ SaaS

💰 $550k Seed Round on 2022-05

HR Tech • Productivity • SaaS

HuddleUp is a platform designed to enhance employee experience and productivity through a comprehensive suite of tools and features. It offers continuous pulse check-ins, retention analytics, one-on-one feedback, peer-to-peer recognition, and more, all aimed at improving team engagement and reducing attrition. HuddleUp also supports remote and hybrid teamwork, integrating seamlessly with tools like Slack, Teams, and more, to ensure smooth communication and operation. By automating feedback loops and providing actionable insights, HuddleUp helps organizations build high-performing teams and maintain a positive workplace culture.

📋 Description

• Translate complex data into clear financial narratives that inform leadership decisions. • Partner with executives to identify growth opportunities, operational efficiencies, and investment trade-offs. • Drive cross-functional initiatives focused on revenue growth, margin enhancement, and cost efficiency. • In partnership with the CFO, prepare board and investor materials, analyses, and supporting KPI reporting. • Lead the financial oversight of the quote-to-cash process, partnering closely with Sales, Marketing, and Operations to ensure accurate, efficient, and scalable workflows from quoting and contracting through invoicing, revenue recognition, and renewals. • Lead efforts to automate and improve quoting, contracting, billing, and revenue recognition processes to drive accuracy, scalability, and speed. • Develop and maintain robust revenue analytics, reporting, and forecasting frameworks that provide visibility into performance, conversion, retention, provider utilization, and margin by client and segment. • Partner with Sales and other commercial leaders to shape pricing and packaging, own the pricing and provider-hiring calculators that drive deal- and role-level economics, and ensure financial alignment in deal structures and incentive plans. • Lead initiatives to streamline and consolidate financial systems and data flows across the business. • Design, automate, and own a company-wide KPI package (weekly exec dashboard, monthly operating review, board packet, etc.) with clear definitions/owners/targets, drill-through to transactional detail, and a single source of truth across CRM–billing–GL. • Evaluate and implement automation and AI solutions to reduce manual effort, improve accuracy, and enhance strategic insight. • Partner with technology and operations teams on integration and system improvement projects. • Lead annual budgeting, long-range planning, and rolling forecasts, aligning financial goals with strategic priorities. • Maintain and enhance financial models, dashboards, and reporting tools to support company performance measurement. • In collaboration with the Controller, own the close-to-forecast cycle end-to-end—standardize policies and controls, shorten close timelines, and improve forecast accuracy; deliver a reliable monthly operating package with clear variance drivers and actions. • In partnership with the Controller, own select high-judgment close activities — such as key accruals and analytical review — and drive continuous improvement in the quality and speed of the close, without owning day-to-day accounting execution. • Direct and review the work of junior finance staff on select analyses and reporting. • Own vendor contracts, renewals, and spend analytics, and drive cost-reduction initiatives that improve operating leverage and support sustainable margin expansion.

🎯 Requirements

• Bachelor's degree or equivalent experience in finance or accounting • 2-5 years of experience in finance, strategy, operations, and/or data analytics • Experience in investment banking, private equity, management consulting, or a high-growth startup is strongly preferred, with a demonstrated bias toward owning problems end-to-end. • Hands-on experience using AI tools to automate workflows and accelerate analysis (required).

🏖️ Benefits

• Competitive salary • Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability insurance • 401(k) with eligibility after six months of employment • Wellness benefits including Peloton, Headspace, Employee Assistance Program (EAP), and Carrot Fertility • 11 paid company holidays • Unlimited Paid Time Off • Collaborative, mission-driven culture with opportunities for growth