Strategic Finance Advisor

Jobgether; United States; Remote; USD 100,000 - 180,000; Full time

Benefits offered by this job

Remote-first environment

Collaborative culture

Leadership opportunities

Professional growth

Customer impact

Job summary

Jobgether, a remote-first technology company, seeks a Strategic Finance Advisor based in the United States. You will leverage FP&A expertise to help customers optimize financial processes and unlock value in our planning platform.

You will act as a trusted advisor to founders, finance leaders, and CFOs, translating feedback into product improvements and strategic features. Join a fast-growing team, collaborating with sales, marketing, and implementation to drive customer success, build tailored

Qualifications

• 2–8 years of FP&A experience or related finance roles.
• Ability to explain complex financial concepts to non-financial audiences.
• Experience translating customer needs into financial insights and product feedback.

Responsibilities

• Act as FP&A advisor to founders, finance leaders, and CFOs.
• Develop tailored financial models, templates, and workflows for customers.
• Bridge customer needs with product teams and provide strategic feedback.
• Collaborate with sales, marketing, and implementation to drive customer success.

Skills

FP&A expertise

Forecasting

Financial reporting

Communication

Analytics

Collaboration

Leadership

Strategic thinking

Customer enablement

Tools

Excel

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Strategic Finance Advisor based in the United States.

Join a fast-growing, remote-first technology company transforming how businesses approach financial planning and decision-making. As a Strategic Finance Advisor, you will leverage your Financial Planning and Analysis (FP&A) expertise to help customers optimize their financial processes and unlock the full value of an innovative planning platform. Acting as a trusted advisor to founders, finance leaders, and CFOs, you will bridge the gap between customer needs and product development. You will contribute to product strategy, develop tailored financial models, and drive customer success through actionable insights. This role also offers opportunities to collaborate with sales, marketing, and implementation teams while building relationships across the strategic finance community. If you are passionate about financial analysis, customer enablement, and team leadership, this is an opportunity to make a meaningful impact in a collaborative and innovative environment.

Accountabilities

• Serve as the FP&A subject matter expert, advising founders, business leaders, and finance professionals on financial planning, forecasting, and reporting.
• Guide customers in developing customized financial models, templates, and workflows that address their specific business requirements.
• Act as the primary link between customers and product teams, translating customer feedback into product improvements and strategic feature recommendations.
• Collaborate with sales, marketing, and implementation teams to design and execute customer success strategies.
• Identify new use cases and opportunities to expand the platform's value through ongoing customer interactions.
• Provide technical guidance on financial reporting, business metrics, and financial analysis within the platform.
• Support sales conversations by explaining functional capabilities and demonstrating relevant product use cases.
• Engage with industry leaders, investors, and CFOs to stay informed about emerging trends affecting finance and strategic decision-making.
• Promote the platform within the strategic finance community, building awareness of its applications and benefits.
• Build and manage a small team of customer success specialists and interns, defining performance metrics, tracking results, and supporting individual and team development.

Requirements

• 2–8 years of relevant experience in corporate Financial Planning and Analysis (FP&A).
• Strong understanding of financial planning, forecasting, financial reporting, and business performance analysis.
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to different audiences.
• Strong analytical and problem-solving abilities, combined with creativity and a practical approach to developing solutions.
• A collaborative mindset and the ability to work effectively with customers and cross-functional teams.
• A proactive, self-driven attitude and the motivation to take ownership of initiatives.
• A customer-oriented approach and a genuine desire to help others succeed.
• The ability to translate customer requirements into financial models, workflows, and actionable product feedback.
• An interest in emerging financial technology trends and the evolving needs of finance leaders.

Benefits

• Remote-first work environment: Work remotely with a high degree of autonomy and flexibility.
• Collaborative culture: Join a team that values transparency, open communication, and shared learning.
• Innovation and ownership: Contribute ideas, explore new approaches, and help shape product and business strategy.
• Professional growth: Develop your expertise through collaboration with finance professionals, industry leaders, investors, and CFOs.
• Leadership opportunities: Build and lead a small team of customer success specialists and interns.
• Customer impact: Help businesses improve financial planning and make more informed strategic decisions.
• Full-time opportunity: Take on a role combining financial expertise, customer advisory, product strategy, and team development.