Strategic Finance

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Lorikeet

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

Healthcare • Consulting • Food & Beverage

Lorikeet is an AI support agent that enhances customer service interactions by seamlessly integrating with a company's existing systems and workflows. It specializes in handling both simple and complex customer queries, allowing it to follow established standard operating procedures (SOPs) just like a human agent. This results in improved response times and customer satisfaction. Lorikeet's technology is designed to provide human-level conversation quality, meeting the demands of varying customer interactions without sacrificing effectiveness.

📋 Description

• Own financial models, operating plans, and scenario planning • Partner with teams on headcount planning, budgeting, and investment tradeoffs • Track revenue, costs, and margin drivers and identify changes • Build and maintain internal dashboards and reporting systems • Support pricing, forecasting, and board/investor communications • Bring financial rigor to product, go-to-market, and operational decisions • Lead strategic initiatives and special projects, including marketing ROI analysis and vendor negotiations • Identify areas lacking visibility and introduce structure • Set the strategy and operating mechanisms for the strategic finance function as the only in-house finance team member

🎯 Requirements

• 5–7 years of experience in strategic finance, private equity, investment banking, or early-stage operating roles, or a CFA • Track record of partnering closely with leadership to drive financial clarity and decision-making • Experience building and maintaining operating models for real-world planning, ideally in SaaS or B2B startup environments • Experience owning or directly contributing to board reporting, headcount planning, or annual planning cycles • Experience modeling ARR, CAC, burn ratios, and other SaaS metrics • Experience designing internal reporting, dashboards, or planning rituals • Experience pressure-testing investments, running scenario analyses, or improving unit economics • Strong financial instincts and ability to thrive in ambiguity • Ability to influence decision-making cross-functionally • Genuine excitement about AI and its transformative potential • Ability to translate complex financial analysis into clear, actionable insights • Builder’s mindset and ability to create systems, models, and processes from scratch

🏖️ Benefits

• Flexible working hours • Promotions and performance recognition every six weeks • Unrestricted access to AI tools with no usage limits • Twice-yearly company trips to Hawaii • Paid approximately two-day work trial • Diverse and inclusive workplace • Informal, respectful recruitment process • Opportunity to shape the product and company • Professional development through daily AI-native work