Strategic Finance Lead

Crosby Legal, Inc.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and equity compensation

Comprehensive health, dental, and vision insurance

Unlimited PTO

Collaborative team environment in NYC

Job summary

A next-generation law company in New York City is seeking a Strategic Finance Lead to build the financial foundation for scaling. Responsibilities include managing the financial model, planning processes, and forecasting. Ideal candidates should have over 5 years in strategic finance or FP&A, strong analytical skills, and the ability to work collaboratively with various teams. The role offers a competitive salary, equity compensation, and comprehensive health benefits, fostering a collaborative work environment in NYC.

Qualifications

• 5+ years in strategic finance, FP&A, investment banking, or private equity.
• Strong sense of the problem behind a problem.
• Experience working with leadership teams on forecasting and planning.

Responsibilities

• Own financial model across revenue, margin, and scenario planning.
• Run forecasting and planning cadence including reviews and board support.
• Build financial frameworks behind scaling including pricing and capacity planning.

Skills

Strategic finance

Financial modeling

Analytical judgment

Collaboration

Problem-solving

Tools

SQL

BI tools

Data analysis workflows

Job description

Welcome to Crosby, the next-generation law company!

We’re a team of technologists and legal experts collaborating closely to reimagine corporate legal services from the ground up. We build proprietary technology and human in the loop workflows to radically enhance the lawyer machine relationship. Our mission is to review complex documents faster than ever and with perfect quality.

Crosby was founded by Ryan (Penn, Stanford Law, ex Cooley, former GC) and John (Penn M&T, ex Ramp, ex Google).

We believe:

• A great legal system is the watermark of a great society.
• Legal work is an art and science. We want to discover the frontier between the two and codify the scientific parts, which is a magnificent puzzle.
• Selling work, not software, is the best way to realize the productivity gains of GenAI for professional services.
• In an in-person culture at our NYC office.

The Role

This is Crosby’s first dedicated finance hire. We expect this role to be a senior individual contributor with broad ownership and high visibility.

As Strategic Finance Lead, you’ll have the unique opportunity to build the financial foundation that helps Crosby scale. You’ll own the core models, planning processes, and reporting systems that shape how we make decisions across the business.

In this role, you’ll work directly with the founders and partner closely with leaders across growth, legal, operations, and engineering. You’ll help Crosby understand what is happening in the business, what should happen next, and where we should invest.

What You’ll Do

• Own Crosby’s financial model across revenue, margin, headcount, cash, and scenario planning.
• Run the company’s forecasting and planning cadence, including bi-weekly reviews, quarterly planning, and board support.
• Build the financial frameworks behind how Crosby scales, including pricing, capacity planning, utilization, and unit economics.
• Work closely with growth on pipeline, forecasting, pilots, expansion, and go-to-market efficiency.
• Own cash planning, runway analysis, and capital allocation work.
• Partner with external accounting, tax, and audit firms to keep the financial foundation clean and reliable.
• Support fundraising, investor reporting, and other high-priority strategic projects as needed.

What We’re Looking For

• Experience: 5+ years in strategic finance, FP&A, investment banking, private equity
• Problem-focused: Strong sense of the problem behind a problem and good judgment about what matters most
• Builder mindset: Excited about the opportunity to establish systems, models, and operating rhythms from the ground up
• Collaborative: Effective communicator who thrives in cross-functional teams and can work closely with both technical and non-technical leaders
• Ownership: Driven to take responsibility for projects from ideation through execution
• Hands-on: Excited to own the work directly
• Curiosity: Motivated by understanding how a business really works and using that understanding to improve decisions

Ideal Qualifications

• Strong financial modeling and analytical judgment
• Experience in SaaS, tech-enabled services, marketplaces, or other operationally complex businesses
• Experience working with leadership teams on forecasting, planning, and KPI development
• Experience with SQL, BI tools, or data analysis workflows
• Experience with legal services or hybrid software plus services businesses is a plus.

Why Work at Crosby Legal

• Competitive salary and equity compensation.
• Comprehensive health, dental, and vision insurance.
• Unlimited PTO
• In-person team in NYC with a collaborative, high-energy environment.

Apply now to join Crosby and help build the financial foundation behind the next-generation law company.

Note: Crosby is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.