Strategic Finance Lead

Why Rogo

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. . With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo's mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
The Role:

We're seeking a Strategic Finance Lead who will be joining at an inflection point and directly shape our path to market leadership. You will partner closely with the leadership team and collaborate across all departments, and be a key player in driving our financial and business strategy.

This role will be at the center of decision making, connecting product, go-to-market, and investments to financial outcomes. This is a high-impact role for someone who enjoys building models, shaping narratives, and influencing strategy in a fast-moving, data-intensive environment. As the company scales, you'll have the opportunity to leave an outsized impact and grow with the business.

What You Will Own:

FP&A, Forecasting & Unit Economics

• Lead monthly business reviews, and annual planning processes
• Build and maintain long term forecast model
• Develop deep insight into AI-native unit economics, including:
  
  • CAC, LTV, payback
  • Gross margin by customer segment and product
  • Cost of inference, model usage, and infrastructure efficiency
• Translate complex financial and technical inputs into clear recommendations

Business Partnership & Strategic Analyses

• Act as the primary finance partner to GTM, Product, and Operations leaders
• Support functional KPI reviews and build dashboards to drive visibility and accountability
• Support executive team and functional leaders on analyses such as:
  
  • Enterprise GTM scaling, pricing, and packaging
  • Product and investment tradeoffs (e.g., inference costs, gross margin impact)
  • ROI for major investments across sales, product, and AI infrastructure
• Bring structure and financial clarity to ambiguous, fast-evolving questions

Board, Investor & Executive Support

• Prepare board materials, KPI reporting, and executive readouts
• Ensure consistency and credibility across metrics, forecasts, and external storytelling

Key Qualifications and Experience

Required

• 6+ years of experience in strategic finance, FP&A, investment banking, or investing, with meaningful time in a high-growth tech company
• Proven track record in building and managing complex financial models, along with strong analytical skills to derive insights from data

Preferred

• Experience at a Series B-D venture-backed SaaS or AI-native company
• Strong understanding of enterprise SaaS and/or usage-based pricing models
• Experience working with Sales, Marketing, Operations, Product, and Engineering
• Excellent data skills including strength with SQL is a plus

Who You Are

• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
• You are ambitious. You have fun solving problems that others think are impossible.
• You are curious. You find joy in learning about AI, technology, and finance.
• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
• You are collaborative, organized, thoughtful, and kind .

Why Join Rogo?

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
• Real ownership : You'll own real surface area and watch the world's most sophisticated users rely on your work.
• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.