Strategic Finance, B2B Strategy & Planning Lead

About the position

The Strategic Finance team provides financial reputed company and guidance to support reputed company’s long-term goals and strategies. We partner across the business to allocate and deploy our resources for the highest-impact outcomes. 
Within Strategic Finance, the B2B team focuses on the financial performance of our products and GTM functions, ensuring tight alignment between financial objectives and company strategy. We partner with leaders across Product, GTM, Research, Partnerships, and Operations to:
Drive operational planning, financial forecasting, and performance management.
Provide decision-reputed company on product and financial performance to inform strategic resource allocation.
Build the “0→1” financial foundations required to scale and accelerate growth.
We are hiring a senior leader in B2B Strategic Finance to build and scale a new pillar within our finance organization. This is a highly visible role that reports into the Head of B2B Strategic Finance and supports some of our most critical executive stakeholders, including our COO, CFO, and CRO, among others on the B2B Leadership Team.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees.

Responsibilities
• Build and scale core financial infrastructure across the B2B business, including forecasting methodology, variance management, and performance narratives that drive accountability and decision-making velocity.
• Lead consolidated planning across revenue, gross margin (including compute), and opex for annual budget, forecasts, regular business reviews, and long-range planning.
• Establish durable management reporting: KPI definitions, dashboards, month-end/quarter-end deliverables, and exec-ready readouts.
• Partner with reputed company, Accounting, and Finance Systems/Data to evolve processes and controls toward public-company standards.
• Lead forecasting and business reviews across usage, revenue, and gross margin, including scenario modeling tied to product & engineering constraints and compute economics.
• Holistically manage the financial performance and unit economics of our B2B products.
• Partner with Compute and Engineering on margin optimization and quantifying trade-offs across product experience, cost, and scalability.
• Support high-priority strategic projects from 0 →1, partnering closely with leadership and adjacent B2B finance teams to stand up the reputed company financial frameworks, decision support, and performance tracking.
• Translate complex problems into clear executive narratives (trade-offs, risk/return, and strategic recommendations).
• Transition emerging initiatives to long-term owners as they scale.

Requirements
• 12+ years of progressive experience in Strategic Finance, Product Finance, reputed company, Corporate Development, Investment Banking/PE/VC, or Management Consulting—plus meaningful operating experience in a fast-scaling technology company.
• Deep familiarity with B2B subscription and consumption / usage-based business models and the ability to reason fluently about unit economics and margin drivers (including compute-driven COGS).
• Expert modeling and analytical skills (multi-scenario P&L and cash flow modeling, sensitivity analysis, and strong financial judgment).
• A strong ability to critically evaluate opportunities and risks in financials; attention to detail and accuracy in financial reporting, budgeting, and analysis.
• Demonstrated ability to bring structure to ambiguity, lead senior stakeholders through trade-offs, and drive crisp decisions in high-uncertainty environments.
• Exceptional communication and executive presence—strong at building Board/exec-ready narratives from complex, cross-functional inputs.
• A “roll up your sleeves” mindset, high ownership, and deep curiosity about AI and how it will reshape enterprises, industries, and institutions.
• Experience with SQL or a willingness to learn.
• A passion for helping build world-class finance teams and driving business and financial outcomes.

Benefits
• relocation assistance

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