Strategic Finance Senior Analyst

DeWinter Group; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

DeWinter Group in San Francisco seeks a Strategic Finance Senior Analyst to transform data into actionable insights that steer growth and operational excellence. You will design AI-enhanced financial models and analytics to support decision making at scale, blending strategic finance with hands-on execution.

In this hybrid role, you’ll partner with GTM, product, and engineering teams to optimize resource allocation, drive go-to-market strategies, and forecast revenue and opex.

Qualifications

• 4+ years in strategic finance, investment banking, private equity, or business operations.
• Proven expertise in financial modeling and translating drivers into frameworks.
• Experience with AI-driven workflows and BI tools is a plus.
• Strong communication and cross-functional collaboration skills.

Responsibilities

• Shape the financial strategy and long-range planning for the company.
• Develop AI-enabled financial models and analytics to support decisions.
• Inform go-to-market strategies and optimize resource allocation.
• Present data-driven insights to senior leadership and cross-functional teams.

Skills

Financial modeling

Strategic finance

AI in finance

Cross-functional collaboration

Data storytelling

SQL

Salesforce

Adaptive systems

Education

Bachelor's degree in Finance/Business/Economics

Master's degree or MBA preferred

Tools

Adaptive

Claude

Omni

SQL

Salesforce

Job description

Strategic Finance Senior Analyst

Are you passionate about transforming data into actionable insights that drive impactful business decisions? Join a dynamic team at the forefront of background check technology, where your strategic mindset and financial expertise will accelerate growth and redefine what a strategic finance function can achieve. This hybrid role in San Francisco offers an exciting opportunity to influence company direction through innovative modeling, AI-powered workflows, and cross-functional collaboration.

Overview

As a Strategic Finance Senior Analyst, you will be central to shaping the financial and strategic future of a rapidly growing organization. Your insights will inform go-to-market strategies, optimize resource allocation, and support long-term planning efforts. With a focus on building automated, AI-enhanced financial models and analytics, you'll help scale the business while fostering a culture of curiosity, ownership, and continuous improvement. Your work will directly impact the company’s growth trajectory and operational excellence.

Required Skills

• 4+ years of experience in strategic finance, investment banking, private equity, or business operations.
• Proven expertise in financial modeling, including translating complex business drivers into clear, actionable frameworks.
• Strong experience with adaptive systems like Adaptive, enterprise tools such as Claude, and BI tools like Omni, SQL, and Salesforce.
• Ability to develop and own revenue and opex models to measure and set business goals.
• Exceptional analytical skills with a passion for leveraging AI and automation in financial processes.
• A proactive problem-solver who thrives when answers are not straightforward and can identify issues before they surface.
• Excellent communication skills, capable of presenting data-driven insights to cross-functional teams and executive leadership.
• Self-motivated, resilient, with a bias for action and a deep curiosity for understanding complex challenges.

Nice to Have Skills

• Experience working with consumption-based business models.
• Background in AI development, automation workflows, or machine learning integration.
• Familiarity with additional analytics tools and platforms such as Lovable or other BI systems.

Preferred Education and Experience

• Bachelor’s degree in Finance, Business, Economics, or a related field; Master’s or MBA preferred.
• Professional experience in high-growth tech companies or innovative finance teams.

Other Requirements

• Location: San Francisco, hybrid schedule (2-3 days onsite weekly).
• Duration: 3-month engagement with potential to convert to a full-time role.
• Start Date: 09/21.
• This role requires a curious, driven mindset, eager to develop AI-driven financial solutions and contribute to a high-performing team.

Join a forward-thinking organization where your strategic insights and innovative approach can elevate finance to a new level of impact.