Strategic Finance Manager

Numeral; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and equity

Full medical, dental, and vision coverage

Wellness perks like Headspace and Peloton One App

401(k) plan

Lunch and snacks

Regular team offsites and company events

Job summary

Numeral is seeking a Strategic Finance Manager in New York, NY. In this role, you will enhance financial modeling and analysis to support budgeting and forecasting as the company scales and raises capital.

We value candidates with strong foundations in investment banking and private equity, emphasizing analytical rigor and communication skills. Enjoy a competitive salary, full medical coverage, and wellness perks.

Qualifications

• 2+ years in investment banking and private equity with strong modeling skills.
• Proficient financial modeling in Excel built to answer specific questions.
• Clear communicator able to present complex analysis simply.

Responsibilities

• Build and improve financial models to support budgeting and forecasting.
• Own reporting and variance analysis for financial insights.
• Support hiring plans and maintain capacity models.
• Conduct GTM and funnel analytics related to marketing ROI.
• Prepare materials for board and investors based on data analysis.

Skills

Analytical rigor

Financial modeling

Communication

SaaS metrics knowledge

Education

Experience in investment banking and private equity

Tools

Excel

SQL

BI tools (Looker, Hex, etc.)

Job description

Strategic Finance Manager

About Numeral

• 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 eliminating this burden so teams can focus on their core mission.

• We're the largest and fastest growing AI-native tax solution. Started in 2023, Numeral has raised over $57M from Benchmark, Mayfield, Y-Combinator, and many others. 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.

About the role

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. We have more than tripled revenue every year of our existence and are raising the capital to grow faster, which means more decisions, more models, and more questions that need a sharp, fast, and reliable answer.

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.

What you'll do

• 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.

• Support the headcount and hiring plan, keeping the capacity model current as the company grows.

• 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.

What you'll bring

• 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. Your models are driver-based and clean, built to answer a specific question, and you work quickly and accurately.

• A reliable, low-ego operator who takes ownership of deliverables and gets them done without needing to be managed closely.

• Comfort with ambiguity and a high-paced environment, and the judgment to know which questions matter most.

• Familiarity with SaaS metrics and unit economics, including retention, CAC, payback, and LTV/CAC.

• Clear written and verbal communication. You can present an analysis simply and make the takeaway obvious.

Even better

• Experience at a SaaS, fintech, payments, or tax company.

• Fluency with SQL and BI tools (Looker, Hex, Sigma, or similar).

• Exposure to budgeting, forecasting, or board reporting in an operating role.

• Hands-on experience with FP&A or ERP tooling (NetSuite, Pigment, Anaplan, or similar).

What we offer

• 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

• Regular team offsites and company events as we grow

• A culture built on ownership - your work matters and people will see it!