Director, Finance Strategy – Operations

October 23

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HighLevel

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SaaS • Marketing • B2B

HighLevel is an all-in-one marketing and sales platform designed to help businesses grow and succeed. The platform consolidates various marketing tools into a single solution, providing features such as lead capture through landing pages, surveys, forms, and calendars, as well as tools for nurturing leads via automated messaging across multiple channels including phone, SMS, email, and social media. HighLevel offers customizable solutions like online appointment scheduling, multi-channel follow-up campaigns, and pipeline management. Additionally, businesses can build websites, funnels, and landing pages using the intuitive page builder. HighLevel supports integrating with existing systems via API, and offers a membership platform for community building and course management. The platform is targeted towards marketers and offers white-labeling options for businesses to brand the software as their own. With a community-driven development approach and award-winning support, HighLevel is focused on empowering businesses to streamline their operations and enhance their marketing efficiencies.

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

📋 Description

• Establish and lead a Program Management Office (PMO) for the CFO. • Translate strategic financial goals into operational action items. • Develop and maintain templates, planning tools, milestone tracking, and reporting cadences. • Act as a central coordination point for Finance and Accounting. • Monitor key financial metrics and develop dashboards to inform executive decision-making. • Build frameworks for goal setting, tracking, and accountability. • Design and lead Finance and Accounting’s annual and quarterly planning, operating cadences, and reporting cycles. • Lead initiatives to reduce the number of days to close the books. • Drive special projects on behalf of the CFO. • Partner with Finance leadership to ensure effective systems and processes. • Serve as a thought partner to the CFO in setting strategic priorities and operational plans.

🎯 Requirements

• 12+ years of experience in Finance, Strategy, Operations, or Chief of Staff roles. • Track record of improving Finance operational excellence, including faster close processes, scalable systems, and operational rigor. • Exceptional program and project management skills, with demonstrated ability to drive accountability and results. • Strong understanding of finance team operating models, team structures and planning processes. • Experience with public company readiness or operating in a US public company environment (IPO experience a plus). • Strong communication skills — able to represent the CFO effectively and distill complexity into clarity. • Executive presence combined with a willingness to get into the details. • Strong analytical ability — you use data to identify opportunities, measure progress, and influence decisions. • Thrives in ambiguity and excels at creating structure and focus. • Curious about AI and automation tools and eager to apply them to improve Finance operations. • Bias towards action and ability to balance strategic thinking with hands-on problem-solving.

🏖️ Benefits

• Equal Employment Opportunity Employer