Head of Business Finance & Strategy

Strategic Finance Manager
Numeral is transforming how taxes get done. Digital businesses are currently bogged down by a painful web of regulations across 47 states and 50+ countries. We're the largest and fastest growing AI-native tax solution. We now serve over 2,500 paying customers and have more than tripled our revenue every year in our history.
We're primarily hiring in our SF and NY offices, but do hire remotely in some cases.
We're looking for a Strategic Finance Manager to bring serious analytical horsepower to Numeral's finance team during the most important stretch of our growth. This role is built for someone who has spent time in investment banking and private equity, carries the modeling and analytical rigor that comes with both, and now wants to be inside a hyperscaling company helping to build it rather than evaluating it from the outside. You will work directly with the VP of Finance and the Head of Strategic Finance to build the models that drive budgeting, forecasting, hiring, GTM, and capital decisions, and you will partner cross-functionally to turn numbers into the insight that helps us scale. You will see the entire business, and the better you are, the more you will own.
Build, maintain, and improve the financial models that support budgeting, forecasting, and the long-range plan.
Own recurring reporting and analysis: monthly and quarterly variance, KPI tracking, and the dashboards leadership uses to run the business.
Run GTM and funnel analytics: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, and the unit economics behind them.
Build the analyses that inform capital and resource decisions, and help pressure-test the assumptions behind them.
Help prepare board and investor materials, turning the underlying data into a clear and accurate story.
Support the rollout of our FP&A tooling and the integrity of the data running through it, partnering closely with the data team.
Take on analysis across the business as questions come up, including work that sits outside a strict strategic finance lane.
A foundation in investment banking and private equity, ideally a couple of years in each, with the modeling and analytical rigor that comes from both.
Strong financial modeling in Excel. Familiarity with SaaS metrics and unit economics, including retention, CAC, payback, and LTV/CAC.
Experience at a SaaS, fintech, payments, or tax company.
Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar).
Hands-on experience with FP&A or ERP tooling (NetSuite, Pigment, Anaplan, or similar).
Competitive salary and equity - you'll share directly in the company's success
Full medical, dental, and vision coverage
Wellness perks like Headspace and the Peloton One App
401(k) to help you build long-term financial security
Lunch and snacks when you're in the office