Senior Director, Strategic Finance

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HighLevel

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

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.

📋 Description

• Lead our R&D and GTM FP&A functions, 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 • Develop, own and improve the process of defining the business impact of key R&D and GTM investments, providing connectivity between requisite investments, operational objectives, and financial targets • Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies • Build robust operational + financial models for major projects to help teams quantify ROI and trade-offs between driving growth and profitability • Lead cross-departmental financial projects and drive alignment between R&D and GTM on budgeting, resource planning, and strategic goals • Define and track key performance indicators / productivity metrics across R&D and GTM functions and lead performance measurement initiatives to drive accountability and transparency • 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 • Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes, forecasting, and other ad-hoc analyses

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.) • 15+ years of progressive experience in FP&A, investment banking, private equity, or corporate strategy at a high-growth tech company, with at least 5+ years of leadership / management experience; public company experience is a plus • Extraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; 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 bottoms-up financial modeling and tying together unit economics to the overall business impact • Deep understanding of SaaS and usage-based business models and metrics; experience in the SMB market is a plus • Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome • Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines • Advanced experience with financial planning tools (e.g. Anaplan, Adaptive Insights, etc.), AI tools, and BI tools; Track record of using AI to improve forecasting methodologies or drive process improvements