Strategic Finance Manager

ERP·AI; California (MO); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading business automation company is seeking a Strategic Finance Manager to own financial modeling and capital analysis. This role requires building financial models for revenue and costs while preparing materials for investors and the board. Candidates should have experience in strategic finance or consulting, excellent communication skills, and be comfortable working with senior leadership. Advanced Excel proficiency is a plus. The position offers an opportunity to drive impactful financial decisions in a fast-paced environment.

Qualifications

• Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting.
• Strong hands-on experience with complex financial models.
• Comfort working with senior leadership and investors.

Responsibilities

• Build and own bottom-up financial models covering revenue, costs, cash flow, and unit economics.
• Prepare investor, board, and lender materials.
• Partner with Product, GTM, and Operations teams to assess financial impact of decisions.

Skills

Strategic finance expertise

Complex financial modeling

Comfort with senior leadership

Ability to operate in ambiguous environments

Excellent communication skills

Advanced Excel proficiency

Education

MBA or equivalent experience

Tools

Excel

BI tools

Job description

About Us

ERP•AI is redefining business automation with innovative technology solutions. We’re on a mission to fuse bleeding-edge AI with the backbone of modern enterprises-ERP. Think of us as the place where machine learning meets supply chains, finance, and decision‑making at scale. We’re building a platform that doesn’t just automate workflows but makes them smarter, adaptive, and downright predictive.

Role Summary

The Strategic Finance Manager owns financial modeling, long‑range planning, and capital analysis to support executive decision‑making and investor engagement. This role sits at the intersection of finance, strategy, and leadership, translating complex business realities into clear financial narratives.

Key Responsibilities

Financial Modeling & Planning

• Build and own bottom‑up financial models covering revenue, costs, cash flow, and unit economics

• Develop scenario, sensitivity, and downside models to support strategic decisions

• Lead annual planning, reforecasting, and long‑range planning (3–5 year outlooks)

• Evaluate new initiatives, pricing changes, investments, and partnerships

Capital & Investor Support

• Prepare investor, board, and lender materials (models, decks, metrics, FAQs)

• Support fundraising, capital structure analysis, and valuation work

• Partner with leadership on capital allocation and runway management

• Act as a key finance point of contact for select investor interactions (as required)

Strategic Decision Support

• Partner with Product, GTM, and Operations teams to assess financial impact of decisions

• Define and track key performance metrics tied to growth, efficiency, and scale

• Turn ambiguous problems into clear financial insights and recommendations

Execution & Ownership

• Improve financial processes, tools, and data quality

• Ensure alignment between strategy, operating plans, and financial outcomes

• Maintain high standards for accuracy, clarity, and timeliness

What This Role Does NOT Include

• Accounting, bookkeeping, or statutory compliance ownership

• Payroll processing or transactional finance work

• Pure reporting without strategic context

• Passive analysis without decision ownership

Ideal Background & Skills

• Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting

• Strong hands‑on experience with complex financial models

• Comfort working with senior leadership and investors

• Ability to operate in ambiguous, fast‑moving environments

• Excellent business judgment and written/verbal communication skills

• Advanced Excel / Sheets proficiency; familiarity with BI tools a plus

• MBA or equivalent experience preferred (not mandatory)