Strategic Finance Manager

🔥 17 minutes ago

🇺🇸 United States – Remote

💵 $140k - $170k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Architect Customer Support Capacity Planning: Build, scale, and maintain a robust Customer Support capacity model. You will partner directly with Support and Product leadership to translate operational and financial drivers into collaborative, strategic headcount and resource plans. • Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget-vs-actual analysis, and monthly close support, delivering the high-impact ad hoc analysis that helps these leaders navigate their budgets. • Champion Customer Experience Performance Metrics: Own the analytical narrative around SaaS retention and core CS metrics (e.g., utilization, SLA attainment, cost-to-serve) to provide a clear, data-driven picture of customer health and operational efficiency. • Democratize Financial Data: Design, build, and maintain interactive, foundational dashboards that empower your cross-functional partners with real-time visibility into operational performance, costs, and forward-looking forecasts. • Spearhead Critical Company-Wide Initiatives: Help manage and evolve highly collaborative, cross-functional deliverables such as our Monthly Business Review (MBR) and comprehensive churn/retention reporting - combining rigorous financial insight with strong project leadership. • Optimize Cost of Revenue & IT Spend: Partner across the customer-experience cost base to forecast and analyze spend, driving visibility and efficiency across our largest software vendors and IT investments.

🎯 Requirements

• 5+ years of FP&A or strategic finance experience, ideally with a high-growth SaaS or FinTech company. • Strong financial modeling and FP&A fundamentals — forecasting, variance analysis, and building models others can trust and use. • High bias to action, curiosity, and partnership. You move quickly, dig into problems yourself, and build trust with business stakeholders. • Advanced SQL. Comfortable working with data directly — writing complex queries, joining across sources, and validating your own numbers without waiting on others. • Clear communication — able to turn analysis into a concise, decision-ready narrative for leadership.

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.