Strategic Finance Lead
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Job Description
Strategic Finance Lead managing financial forecasting and planning at Ambience AI Healthcare startup. Collaborating with sales, product, and operations leaders for effective financial visibility.
Responsibilities:
- Fully own and maintain Ambience's 2-year financial model and rolling P&L forecast, including version control, updates, and internal distribution.
- Lead the annual planning process end-to-end, including bottoms-up budgeting, goal alignment with department leads, and integration into the operating model.
- Establish and run a monthly reporting cadence for forecast vs. actuals, including budget variance analysis, cash forecasting, and key variance commentary.
- Lead financial preparation for quarterly board meetings, including top-line forecast updates, performance narratives, and investor-ready materials.
- Build forecasting engines that link rep capacity, pipeline stages, and pricing into revenue forecasting, partnering with GTM and RevOps to validate assumptions.
- Represent finance at deal desk to ensure effective margin representation across customer engagements.
Requirements:
- 6-10 years in strategic finance, FP&A, or investment banking with progression into operating roles at high-growth SaaS or technology companies.
- Direct experience owning company-wide financial models and annual planning processes, including multi-year P&L forecasting and scenario analysis.
- Strong fluency in SaaS metrics, cohort-based revenue modeling, and enterprise sales finance (pipeline conversion, rep productivity, CARR/ARR).
- Demonstrated ability to partner cross-functionally with GTM, Product, and G&A leaders to align financial planning with business strategy.
- Excellent executive communication: translates complex financial models into crisp, defensible insights for leadership and board audiences.
- High ownership mentality: independently manages forecast updates, builds repeatable processes, and drives automation without hand-holding.
Benefits:
- Comprehensive medical, dental, and vision coverage for you and your dependents
- 401(k) with a company match of up to 3% of base salary
- A remote-friendly culture (with a San Francisco HQ) and full equipment provisioning to ensure you can work effectively from wherever you’re based.
- Parental leave to support your family needs
- Annual company-wide off-sites, team off-sites and regular team lunches and all-hands gatherings, with travel, lodging and meals covered
- Flexible time off with no annual cap, company-wide holidays and an annual holiday shutdown from December 24–January 1 designed to support real rest and long-term sustainability.
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