Strategic Finance Lead — AI-Driven FP&A for SaaS

Socket.dev; New York (NY); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Comprehensive healthcare benefits

401k

Flexible work environment

Family-friendly policies

Job summary

Maybern, an NYC-based fintech founded to modernize private funds, seeks a Strategic Finance Lead to own the financial model, planning cadence, and operating metrics while partnering with the CEO, Chief of Staff, and department heads.

You’ll run a three-year Base/Downside model and FY28 outlook, prepare board packs, investor reporting, and KPI infrastructure, and extend an AI-native finance stack so recurring reporting runs itself, sharpening decision-making for Series C.

Qualifications

• 4–8 years of experience spanning investment banking, private equity, or consulting, and at least 2 years in an operating strategic finance / FP&A role at a high-growth SaaS company (Series A–C).
• Fluency in SaaS business models and metrics, and built KPI infrastructure or dashboards (SQL, Looker / Omni, or similar) rather than only consuming them.
• Been the first or sole finance owner somewhere and built the model, budget, and board package yourself.
• Partnered directly with a CEO or founder on board materials, etc.
• Shipped automation or internal tools that removed manual work from a finance process.

Responsibilities

• Plan: Own the company financial model end to end, including the three-year Base / Downside model and FY28 outlook.
• Report: Prepare the quarterly board financial package (KPIs, P&L vs. budget, ARR waterfall, runway, reforecast), run the monthly exec finance review, and own the investor reporting package, data room baseline, and path-to-profitability story as we prepare for Series C.
• Measure: Own the ARR / CARR / NRR / GRR / CAC / LTV definitions and waterfall methodology, CARR-to-ARR conversion tracking, segment P&Ls and gross margin by project and customer, and the RevOps data layer that feeds ARR accuracy.
• Partner: Be the finance voice with Sales on pricing, deal structure, and non-standard order-form terms, and with Product on ROI gating for new SKUs and product investments.
• Build: Extend the existing AI Finance skill stack and internal dashboard so recurring reporting runs itself and your time goes to analysis, not assembly.

Skills

Strategic Thinker

Systems Thinker

Communicator

Adaptable Owner

AI Fluent

Tools

SQL

Looker

Omni

Python

Job description

Maybern, an NYC-based fintech founded to modernize private funds, seeks a Strategic Finance Lead to own the financial model, planning cadence, and operating metrics while partnering with the CEO, Chief of Staff, and department heads.

You’ll run a three-year Base/Downside model and FY28 outlook, prepare board packs, investor reporting, and KPI infrastructure, and extend an AI-native finance stack so recurring reporting runs itself, sharpening decision-making for Series C.