Strategic Finance Manager

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future. We are looking for a highly collaborative Finance Manager to act as the strategic FP&A lead for our Product & Engineering and Customer Support teams. In this role, you will bridge the gap between finance and operations, embedding yourself with cross-functional stakeholders to build the forward-looking models and interactive dashboards that guide our product and customer strategies. You’ll also champion vital company-wide initiatives, supporting the execution of our Monthly Business Review (MBR) and steering the analytical insights that optimize our customer retention initiatives. What you get to do every day Architect Customer Support Capacity Planning: Build, scale, and maintain a robust Customer Support capacity model. You will partner directly with Support and Product leadership to translate operational and financial drivers into collaborative, strategic headcount and resource plans. Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget-vs-actual analysis, and monthly close support, delivering the high-impact ad hoc analysis that helps these leaders navigate their budgets. Champion Customer Experience Performance Metrics: Own the analytical narrative around SaaS retention and core CS metrics (e.g., utilization, SLA attainment, cost-to-serve) to provide a clear, data-driven picture of customer health and operational efficiency. Democratize Financial Data: Design, build, and maintain interactive, foundational dashboards that empower your cross-functional partners with real-time visibility into operational performance, costs, and forward-looking forecasts. Spearhead Critical Company-Wide Initiatives: Help manage and evolve highly collaborative, cross-functional deliverables such as our Monthly Business Review (MBR) and comprehensive churn/retention reporting - combining rigorous financial insight with strong project leadership. Optimize Cost of Revenue & IT Spend: Partner across the customer-experience cost base to forecast and analyze spend, driving visibility and efficiency across our largest software vendors and IT investments. What you bring to the role 5+ years of FP&A or strategic finance experience, ideally with a high-growth SaaS or FinTech company. Strong financial modeling and FP&A fundamentals — forecasting, variance analysis, and building models others can trust and use. High bias to action, curiosity, and partnership. You move quickly, dig into problems yourself, and build trust with business stakeholders. Advanced SQL. Comfortable working with data directly — writing complex queries, joining across sources, and validating your own numbers without waiting on others. Clear communication — able to turn analysis into a concise, decision-ready narrative for leadership. Nice-to-Haves Python for data analysis or automation (preferred, not required). Experience partnering with Customer Support, IT, or Product/Engineering organizations. Exposure to modern data stacks (e.g. Snowflake, dbt) and BI/dashboarding tools. Interest in AI-forward finance workflows — this team is actively building in that direction Experience working in remote environments. Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $140,000 - $170,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. Benefits - A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees Top-of-the-line health plans, as well as dental and vision insurance Competitive time off and parental leave Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness Lyra: Enhanced Mental Health Support for Employees and dependents Carrot: Fertility healthcare and family forming benefits Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt Monthly work-from-home stipend; quarterly lifestyle stipend Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. We’re a great place to work (but don’t take our word for it) Here’s a list of our awards and accolades: Certified as a Great Place To Work® (2023-2025) Fortune Best Place to Work in the Bay Area (2024) Best Places to Work by Built In (2023-2024) America’s Best Startup Employers by Forbes (2020-2022, 2024) A Top Company by Y Combinator (2020-2023) Inc. Fastest Growing Companies (2021) Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at View email address on click.appcast.io. Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at View email address on click.appcast.io Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: