Strategic Finance Leader
This is an exciting, full-time executive opportunity to drive real-world execution in SaaS and education ventures as a visionary finance strategist with PE, IB, or Big 4 M&A experience.
The role involves driving strategic financial planning and execution by creating comprehensive 3-statement models with clear drivers, integrated ERP outputs, and AI-enhanced scenario analysis.
Key Responsibilities
* Create and manage complete investment packages—including models, sensitivity analysis, and board-ready memos—within tight deadlines.
* Analyze and optimize metrics such as customer acquisition cost, retention, pricing, and utilization to identify impactful assumptions.
* Transform fragile business plans into structured, measurable execution strategies with defined KPI benchmarks.
* Oversee and refine financial systems to facilitate real-time decision-making in SaaS and education portfolios.
Requirements
* 5+ years in PE, IB, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, engaging with clients/boards, and making investment decisions.
* Professional credentials such as CPA, ACA, ACCA, CFA, CIMA, or MBA, with solid knowledge of US GAAP/IFRS and integrated financial statements.
* Experience with enterprise-level ERP systems like Net Suite, Oracle, or SAP.
* Proven ability to use AI for modeling, scenario planning, research, memo creation, and automation.
* History of producing polished, strategic models and board-level recommendations swiftly and effectively.
* Reside within UTC-8 to UTC+3 time zones.