Sr. Director, Strategic Finance

Role Description

HighLevel is seeking an experienced Sr. Director, Strategic Finance to partner with our Product & Engineering (R&D) and Go-to-Market (GTM) functions. You will own the strategic financial framework for these areas, utilizing analytical insights to influence our most business-critical questions. You will lead capital allocation for the R&D and GTM functions, define operational and financial KPIs, own key inputs for these areas that relate to topline and expenses, and proactively identify opportunities to drive growth efficiently. We are looking for someone with a strong track record of leading FP&A business partnering finance in a high-growth company, partnering with stakeholders to influence key business decisions and leading a high-performing team. You will report directly to the VP, Finance.

What You Will Do

• Functional Ownership (R&D & GTM): Lead our R&D and GTM FP&A functions, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions.
• Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key R&D and GTM investments, providing connectivity between requisite investments, operational objectives, and financial targets.
• Decision Support: Partner with senior R&D and GTM leaders 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, and growth strategies.
• Business Case Development: Build robust operational + financial models for major projects to help teams quantify ROI and trade-offs between driving growth and profitability.
• Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment between R&D and GTM on budgeting, resource planning, and strategic goals.
• KPI Development & Tracking: Define and track key performance indicators / productivity metrics across R&D and GTM functions 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 while maintaining a high degree of quality.
• AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes, forecasting, and other ad-hoc analyses.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business).
• 15+ years of progressive experience in FP&A, investment banking, private equity, or corporate strategy at a high-growth tech company, with at least 5+ years of leadership / management experience; public company experience is a plus.
• Extraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; 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 bottoms-up financial modeling and tying together unit economics to the overall business impact.
• Deep understanding of SaaS and usage-based business models and metrics; experience in the SMB market is a plus.
• Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome.
• Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines.
• Advanced experience with financial planning tools (e.g. Anaplan, Adaptive Insights, etc.), AI tools, and BI tools; Track record of using AI to improve forecasting methodologies or drive process improvements.

Requirements

• The salary range for this position is $242,000 - $306,000 annually. (Bonus Pay included).

EEO Statement

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.