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Strategic Finance Manager

Title: Strategic Finance Manager

Location: Remote India

Reports To: Head of Finance

Schedule: 2PM-11PM IST


About HighLevel: 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.


Our Website -https://www.gohighlevel.com/ 

YouTube Channel -https://www.youtube.com/channel/UCXFiV4qDX5ipE-DQcsm1j4g 

Blog Post -https://blog.gohighlevel.com/general-atlantic-joins-highlevel/ 


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


Scale at HighLevel: We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. We also handle over 80 Terabytes of data across 5 Databases.


Who You Are 

HighLevel is seeking a dedicated strategic finance hire to help build out the discipline and develop the analytical + financial frameworks to influence decision making for some of our most business-critical questions. You will partner cross-functionally with leaders across the business to inform resource allocation, define operational and financial KPIs for various functions, help drive revenue forecasting and proactively identify opportunities to improve ROIs (e.g. hiring/staffing teams, sales & marketing investments, etc.). We are looking for someone with extremely strong analytical + modeling skills with a clear track record of partnering with, and influencing, cross-functional teams - with experience in SaaS and preferably usage-based business models. You will report directly to the Head of Finance.  


What You Will Do
  • Play a central role in defining how the Strategic Finance function works and partner with stakeholders across the business.
  • Build operational / financial models to analyze the business impact or ROI of key company initiatives, helping us evaluate tradeoffs between driving growth and profitability.
  • Own and improve our ARR forecasting model for our subscription and usage-based products, while working closely with our revenue operations team to accurately predict business performance and influence investment decisions.
  • Research and identify primary KPIs to define what operational excellence looks like across different functions within the business.
  • Work with functional leaders to implement KPI tracking and advise on opportunities to strengthen execution.
  • Conduct ad-hoc analysis of business trends in partnership with our revenue operations team to identify and articulate key drivers for stakeholders.
  • Assess the impact of product, marketing or sales growth initiatives to support the business case for investment, and proactively identify tangential opportunities to further drive growth.
  • 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.
  • Assist in consolidating operational and financial information in preparation for our quarterly board of directors meetings.


What You Bring
  • Chartered Accountant or an MBA from a tier 1 Institute.
  •  5+ years of experience in investment banking, private equity, or management consulting, with at least 2-4 years of experience in the strategic finance function within a fast-paced / rapidly scaling organization
  • Experience of having worked in a global organization with peers in multiple countries and timezones
  • Experience in SaaS, preferably with a usage-based business model component
  • Excellent business partnering skills, particularly with 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
  • Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
  • Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
  • Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
  • Advanced experience with Excel / Google sheets, and BI tools (Tableau)


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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What You Should Know About Strategic Finance Manager, highlevel

Are you ready to take your finance career to the next level? HighLevel, an innovative cloud-based marketing and sales platform, is hiring for a Strategic Finance Manager to join our dynamic remote team in India. This role is pivotal as you'll engage with various business leaders, helping them navigate financial data to make informed decisions that drive our growth. Your analytical prowess and deep understanding of financial models will help us assess the ROI of our strategic initiatives, define operational excellence, and accurately forecast revenue for our subscription and usage-based products. In addition, you’ll take on the exciting challenge of collaborating with stakeholders from different functions to implement key performance indicators (KPIs) that matter most to our business. Your insights will be crucial in supporting major investment decisions and steering our company toward greater profitability. HighLevel believes in maintaining a strong organizational culture that promotes creativity, collaboration, and a healthy work-life balance while empowering our team of over 1,000 employees to excel. If you have at least 5 years of relevant experience, ideally in fast-growing SaaS organizations, we would love to hear from you. Join HighLevel and contribute to shaping the future of our finance discipline while enjoying the flexibility of remote work. Let’s elevate businesses together!

Frequently Asked Questions (FAQs) for Strategic Finance Manager Role at highlevel
What are the responsibilities of a Strategic Finance Manager at HighLevel?

As a Strategic Finance Manager at HighLevel, you'll play an essential role in defining financial frameworks and analytical disciplines. You'll partner cross-functionally with different leaders to inform resource allocation and help drive revenue forecasting. Your responsibilities will include building financial models to analyze the ROI of key initiatives, defining operational KPIs, and performing ad-hoc analyses to identify business trends and opportunities.

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What qualifications are required for the Strategic Finance Manager position at HighLevel?

The ideal candidate for the Strategic Finance Manager role at HighLevel should hold a Chartered Accountant designation or an MBA from a tier 1 institution. Additionally, you should have 5+ years of experience in investment banking, private equity, or management consulting, along with valuable strategic finance experience in a rapidly scaling organization.

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How does HighLevel support its Strategic Finance Manager in achieving their goals?

HighLevel is committed to fostering an inclusive and supportive environment for its employees. As Strategic Finance Manager, you will work alongside various functional leaders, gaining insights and sharing the latest financial analytics to guide decision-making processes. The company encourages collaboration and creative problem-solving to ensure that you have the resources needed to drive impactful results.

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What skills are important for a Strategic Finance Manager at a SaaS company like HighLevel?

Strong analytical skills, advanced modeling proficiency, and a solid understanding of SaaS business models are crucial for this role at HighLevel. In addition to technical expertise, effective business partnering abilities with non-financial leaders and storytelling proficiency with data are essential for communicating complex financial insights clearly and influencing strategic decisions.

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What can a Strategic Finance Manager expect in terms of work culture at HighLevel?

HighLevel promotes a vibrant work culture that values diversity and creativity. As a Strategic Finance Manager, you'll benefit from a flexible remote work environment with a supportive team that encourages data-driven decision-making, collaboration, and a healthy work-life balance.

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Common Interview Questions for Strategic Finance Manager
Can you describe your experience with financial modeling?

In answering this question, focus on specific models you've built and how they impacted your previous organization. Highlight your familiarity with both tops-down and bottoms-up approaches, ensuring to discuss the importance of accuracy and how your models aided in decision-making.

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How do you approach forecasting revenue in a SaaS business model?

Discuss your strategies for revenue forecasting in a SaaS context, including how you analyze historical data, identify relevant KPIs, and account for factors like churn and customer acquisition. Provide examples of how your forecasting influenced business decisions.

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Describe a time when you identified a financial opportunity for improvement.

Share a specific instance where you discovered a potential for increasing profitability or operational efficiency. Explain the analytical steps you took, the actions implemented, and the outcome of those changes to demonstrate your strategic mindset.

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How do you balance attention to detail with the need to see the bigger picture?

This is an opportunity to showcase your ability to navigate complex financial data while considering broader organizational goals. Emphasize the importance of both aspects in financial decision-making and provide examples of how you’ve successfully done this in past roles.

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What is your experience with KPI tracking and its significance?

Discuss your understanding of KPIs in a financial context, how you have historically implemented and tracked them, and the insights they provide to the business. Use specific examples to illustrate your experience and the decisions made based on KPI analysis.

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How do you handle financial data when preparing for board meetings?

Illustrate your systematic approach to preparing consolidation of financial data for board meetings. Share your experience in highlighting key insights, trends, and actionable recommendations to guide discussions.

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Can you tell us about your experience in partnering with cross-functional teams?

Highlight your collaborative experiences with teams outside of finance. Showcase your ability to understand their challenges and provide financial insights that drive performance, emphasizing how you’ve built strong relationships in the process.

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What tools do you use for data analysis and financial reporting?

Share your familiarity with tools like Excel, Google Sheets, and BI software such as Tableau. Discuss specific instances where these tools improved your analysis and reporting capabilities.

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Tell us about your experience working remotely and managing time effectively.

In your answer, touch on your strategies for self-motivation and effective time management in a remote work environment. Discuss how you ensure communication is maintained with your team and provide examples of how you've successfully managed your workload.

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What motivates you to work in strategic finance?

Express your passion for using analytical and financial skills to drive business success. Share what excites you about the challenges of this role and how it allows you to influence pivotal decisions at a strategic level.

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