Director, Strategic Finance

Title: Director, Strategic Finance

Location: Remote US

Reports To: Head of Finance

Who We Are:

HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With a focus on streamlining marketing efforts and providing comprehensive solutions, HighLevel helps businesses of all sizes achieve their marketing goals. We currently have 1,000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home. To learn more about HighLevel, check out our website and the announcement highlighting our recent investment from General Atlantic.

Our Customers:

HighLevel serves a diverse customer base, including over 60K marketing agencies & entrepreneurs, and 450K businesses globally. Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors.

Who You Are

HighLevel is seeking an experienced Director, Strategic Finance to build out the function and implement AI-first analytical + financial frameworks to influence decision making for our most business-critical questions. You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own long-range financial revenue modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. We are looking for someone with a strong track record of leading a strategic finance function in a high-growth private/public company, partnering with financial and non-financial stakeholders to influence key business decisions using data and building a high-performing team. You will report directly to the Head of Finance.

• Functional Ownership: Lead our strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to help influence + quantify key business decisions
• Strategic Planning & Forecasting: Own and improve the company’s long-range financial model for our subscription, usage-based and payments products, embedding deeply across the business to identify, quantify and capture changes in GTM, product strategy, operational efficiency, etc.
• Decision Support: Partner with senior leaders across Product, Marketing, Sales & Operations 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, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes
• Corporate Development Support: Collect and analyze external financial/operational data, and interpret market trends and competitor activities to deliver benchmarking analysis and influence decision making for key stakeholders, including management and investors.
• Board & Investor Materials: Prepare and present strategic financial insights, forecasts, and KPIs to the board of directors, investors, and executive stakeholders.
• Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives
• Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals.
• KPI Development & Tracking: Define and track key performance indicators across Sales & Marketing, Product, Support, etc. and lead performance measurement initiatives to drive accountability and transparency.
• Team and Culture Building: 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 without sacrificing control / quality.
• AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of  forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred).
• 10-12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience
• Exceptional communication and presentation skills, with 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 bottom-up financial modeling and tying together unit economics to the overall business impact
• Deep understanding of SaaS and usage-based business models and metrics
• Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
• Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
• Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines
• Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)

• Track record of using AI to improve forecasting methodologies or drive process improvements
• Experience building & scaling a strategic finance function from scratch

EEO Statement: At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!

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