Strategic Finance Manager

Codex; San Francisco (CA); On-site; USD 140,000 - 230,000; Full time

Job summary

Codex is seeking a strategic finance and operations professional to partner with senior leaders and drive finance, planning, and performance insights. You will own budgeting for major budget areas, build dashboards, and push for efficiency across product and GTM initiatives.

A strong analytical toolkit and cross-functional collaboration are essential. You will work in a fast-growing startup environment, leveraging Pigment for FP&A and applying modern data skills to deliver actionable insights

Qualifications

• 2–6+ years of top-tier professional experience in Strategic Finance, Business Operations, FP&A, or a similar analytical role at a fast-growing company.
• Experience with FP&A tool Pigment is required.
• Strong modeling and data skills; ability to translate business concepts into well-structured spreadsheet models.
• Fluency in database concepts and SQL; familiarity with AI tools is a plus.

Responsibilities

• Be the primary business partner to several senior leaders.
• Drive financial planning and budgeting for key portions of a multi-hundred-million-dollar budget.
• Define dashboards and key operating metrics to monitor business health and generate insights.
• Identify opportunities to improve resource allocation and operating efficiency; work cross-functionally on change projects.
• Improve tooling, self-serve automation, and internal processes to scale the business.

Skills

Financial modeling

Data analysis

SQL

Cross-functional partnering

Tools

Pigment

Job description

This is an exciting opportunity to join a lean but growing Strategic Finance & Business Operations team at a high-growth pre-IPO startup. You will play a critical role as an analytical thought partner to various leaders and teams to drive business insights, decision-making rigor, and operational excellence, helping us reach the next level of scale and operating sophistication in the process. Depending on interest, there are currently roles open in both the Product and GTM pillars.

In This Role, You Will

• Be the primary business partner to several senior leaders
• Drive financial planning and budgeting as the accountable owner for key portions of a several hundred million dollar budget
• Define the management dashboard / key operating metrics that help understand the health of the business, and generate deep insights around performance
• Identify opportunities to improve resource allocation and operating efficiency, and work cross-functionally to tackle critical change projects to realize these opportunities
• Help us operate the business at the next level of scale through better tooling, self-serve automation, and internal processes
• 2-6+ years of top tier professional experience. You’re coming to us from a Strategic Finance, Business Operations, Sales Operations, FP&A, or other highly analytical role at a fast growing company, and may have begun your career in investing, management consulting, and/or investment banking.
• Experience with FP&A tool Pigment is required
• High analytical horsepower paired with strong modeling and data skills. You can effortlessly translate business concepts and frameworks to well structured spreadsheet models, and have the analytical toolkit to autonomously generate insights through data. Fluency in database concepts, SQL, and the latest AI tools is a big plus… you use AI to supercharge (not substitute for) your strong technical capabilities!
• Attention to detail and strong strategic instincts. You are meticulous in ensuring your and others’ output is precise and error-free, but pair this with a strong sense for 80/20 to know when things “pass the smell test” and what is critical vs. secondary to an answer.
• A growth mindset and comfort with ambiguity. You are comfortable working in a fast-paced startup environment that will require you to create structure out of ambiguity, manage often competing priorities, and pivot quickly when circumstances change.
• Excellent communication and partnership skills. You can effectively engage with a diverse array of stakeholders ranging from sales reps to engineers, and build the credibility, relationships, and buy-in necessary to strike the delicate balance between partnering and constructive challenging that this role requires.
• A team player with a low “ego to smarts ratio”. You bring a positive, learn-it-all (not know-it-all) energy to your teams, and are generally known for being great to work with. Life is short… we want to enjoy the time we spend with colleagues!
• Must be willing and able to work onsite five days per week