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Finance & Strategy Manager - job 1 of 2

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Fast Facts

Brightwheel is seeking a Finance & Strategy Manager to develop financial strategies and support operational execution in a fully remote team.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Responsibilities: Develop financial models, lead company planning cycles, provide financial support across departments, and improve financial processes for the company's growth.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Skills: 6+ years of finance experience, proficiency in Excel and financial reporting tools, strong analytical and forecasting skills, and excellent communication abilities.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Qualifications: Experience in investment banking or private equity, with a strong understanding of financial statements and US GAAP.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Location: Remote (US Only)

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Compensation: $104000 - $169000 / Annually



Our Mission and Opportunity

Early education is one of the greatest determinants of childhood outcomes, is a must for working families, and has a lasting social and economic impact. Brightwheel’s vision is to enable high quality early education for every child — by giving teachers meaningfully more time with students each day, engaging parents in the development of their kids, and supporting the small businesses that make up the backbone of the $175 billion early education market. Brightwheel is the most loved technology brand in early education globally, trusted by thousands of educators and millions of families.

Our Team

We are a fully remote team with employees across every time zone in the US. Our team is passionate, talented, and customer-focused. Our exceptional investor group includes Addition, Bessemer Venture Partners, Chan Zuckerberg Initiative, GGV Capital, Lowercase Capital, Emerson Collective, and Mark Cuban. 

We believe that everyone—from our employees to the students, teachers, and administrators we serve— should be given the opportunity to learn and thrive, whatever their background may be. We celebrate diversity in all forms because it allows our team and the communities we serve to reach their full potential and do their best work. From decision making, to how we operate, we ground ourselves in our Leadership Principles every day. 

Who You Are

Brightwheel is seeking a talented Finance and Strategy Manager to join the Finance and Strategy team. You are passionate, highly motivated and will partner with key functions to enable the company’s operational execution and financial strategy. As a high impact member of the Finance and Strategy team, you will be a driver in cross-functional collaboration + accountability and have the opportunity to build out and manage our financial strategy. You will be the key financial business partner to deliver key analyses to drive top initiatives and future scale.

This is a highly visible role in the organization involving close partnership with executive business leaders across the company.

What You’ll Do

  • Own and build detailed and dynamic financial models to support business cases and influence key investment decisions that inform the company’s strategy across various functions and P&Ls
  • Be a lead in company-wide quarterly and annual planning cycles including partnering with key stakeholders for inputs, driving strategic discussions around investments, presenting takeaways and recommendations to executive leadership on financial outlook, investment focus and overall cash impact 
  • Be an expert finance business partner by delivering financial support to key functions (Operations, G&A, and Product & Engineering) regarding investment approvals and identifying risks and opportunities to our financial plan
  • Being a thought leader to improve and simplify processes, drive standardization, and build scalable solutions and reporting to support the next stage of brightwheel’s growth
  • Assist in ad hoc projects and reporting including but not limited to: Investor Relations, Capital Fundraising, Board meetings 

Qualifications, Skills, & Abilities

  • 6+ years of finance experience including experience within investment banking, private equity or venture capital, including 1+ years recent operational experience in strategic finance functions at a high-growth company
  • High proficiency in Excel, Google Suite, and financial reporting softwares
  • Excellent analytical financial modeling and forecasting skills, with a deep understanding of model architecture and formula efficiency and business judgment to balance details while not losing sight of the big picture
  • Strong grasp of the 3 financial statements and US GAAP 
  • Strong business acumen and experience implementing financial processes and systems 
  • Team player that thrives in a fast-paced environment, loves data and numbers, and is highly self-motivated and analytical
  • Strong communication and presentation skills; comfortable presenting to senior management

$104,000 - $169,000 a year

Brightwheel is committed to creating a diverse and inclusive work environment and is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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CEO of Brightwheel
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Dave Vasen
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Average salary estimate

$136500 / YEARLY (est.)
min
max
$104000K
$169000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Finance & Strategy Manager, Brightwheel

Brightwheel is excited to invite you to join our team as a Finance & Strategy Manager! In this fully remote position, you will play a vital role in developing financial strategies that support the operational effectiveness of Brightwheel. Your responsibilities will include building and managing detailed financial models that influence key business decisions, and collaborating with key stakeholders during the quarterly and annual planning cycles. You will also deliver valuable financial support across various departments, helping to identify risks and opportunities that might impact our financial outlook. We are looking for someone with at least six years of finance experience, ideally from investment banking, private equity, or a high-growth strategic finance role. You'll need strong analytical abilities, advanced proficiency in Excel, and a solid understanding of financial statements and US GAAP. Your capacity to communicate effectively will be key as you present financial insights to executive leadership. At Brightwheel, you’ll be surrounded by a dedicated team all passionate about redefining early education. We believe that by supporting our educators and empowering families, we can make a lasting impact. If you're proactive, detail-oriented, and ready for a challenge, this is a fantastic opportunity to grow with a mission-driven company!

Frequently Asked Questions (FAQs) for Finance & Strategy Manager Role at Brightwheel
What are the main responsibilities of a Finance & Strategy Manager at Brightwheel?

The Finance & Strategy Manager at Brightwheel is responsible for developing financial models, leading quarterly and annual planning cycles, and providing financial guidance across departments. This role involves close collaboration with executive leadership to influence strategic investment decisions and ensure effective financial processes.

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What qualifications are required for the Finance & Strategy Manager position at Brightwheel?

To qualify for the Finance & Strategy Manager position at Brightwheel, candidates should possess at least six years of finance experience, particularly in investment banking or private equity. Additional requirements include strong analytical skills, proficiency in financial tools and processes, and a solid understanding of financial statements and US GAAP.

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What skills are essential for a Finance & Strategy Manager at Brightwheel?

Essential skills for the Finance & Strategy Manager role at Brightwheel include advanced analytical and forecasting abilities, proficiency in Excel and financial reporting tools, alongside exceptional communication skills. The ability to work in a fast-paced team environment and deliver effective financial support is also critical.

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What is the remote work policy for the Finance & Strategy Manager at Brightwheel?

The Finance & Strategy Manager role at Brightwheel is fully remote, allowing you to work from anywhere in the U.S. This flexibility is part of our mission to create an inclusive and supportive work environment for all team members.

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What is the compensation range for the Finance & Strategy Manager position at Brightwheel?

The compensation for the Finance & Strategy Manager position at Brightwheel ranges from $104,000 to $169,000 annually, reflecting the candidate's experience and qualifications.

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Common Interview Questions for Finance & Strategy Manager
Can you describe your experience with financial modeling as a Finance & Strategy Manager?

When responding, highlight specific projects where you've developed financial models, detail the methods you used, and explain how those models informed business decisions. Discuss the impact your financial modeling had on outcomes and how you ensured accuracy.

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How do you approach cross-departmental collaboration in your role?

Provide examples of how you've successfully partnered with various departments, emphasizing communication strategies and the importance of alignment on financial goals. Discuss any challenges faced and how you overcame them.

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What techniques do you use for forecasting?

Discuss specific forecasting techniques you've utilized, such as trend analysis or statistical methods, along with tools like Excel or specialized software. Highlight how you've applied those techniques in previous roles to drive decision-making.

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How do you ensure compliance with US GAAP in your financial reports?

Explain your understanding of US GAAP principles and how you apply them to your financial reporting processes. Highlight any examples of ensuring compliance, such as auditing or peer review processes.

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What is your experience with annual planning cycles?

Share your experience leading annual planning cycles, including the steps you took to gather inputs and facilitate discussions with stakeholders. Discuss how you presented final recommendations to leadership and the impact of your contributions.

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Describe a time you identified a financial risk and how you addressed it.

Use the STAR method (Situation, Task, Action, Result) to outline a scenario where you identified a financial risk. Explain your analysis, actions taken, and the positive outcomes resulting from your intervention.

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What strategies do you use to improve financial processes?

Discuss specific strategies you’ve implemented to enhance financial processes, such as automation or process standardization. Provide examples of how these improvements led to increased efficiency or accuracy.

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How do you prioritize your responsibilities in a fast-paced environment?

Share your methods for prioritization, such as creating detailed to-do lists or using project management tools. Discuss how you ensure deadlines are met while maintaining quality in your work.

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What experience do you have in investor relations?

Talk about your experience communicating with investors, detailing the type of reports or presentations you’ve prepared. Highlight your understanding of their priorities and how you tailored your communication to meet their needs.

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How do you stay updated on financial regulations and industry trends?

Mention the resources you use to stay informed, such as financial news outlets, webinars, or professional organizations. Highlight any certifications or ongoing education that contribute to your expertise.

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Brightwheel is the leading platform for early education that combines SaaS, Payments, and a consumer-like daily experience.

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CULTURE VALUES
Inclusive & Diverse
Empathetic
Mission Driven
Customer-Centric
Growth & Learning
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
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Full-time, remote
DATE POSTED
April 4, 2025

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