VP of Finance & Strategy arrow_forward

Rocket Alumni Solutions; Boston (MA); Hybrid; USD 200,000 - 260,000; Full time

Job summary

Rocket Alumni Solutions seeks a VP of Finance & Strategy to partner with the CEO across all functions, owning the plan, metrics, and economics for Sales, Partners, CS, Marketing, Design, Data Entry and Operations.

The role emphasizes a lean, GAAP-compliant finance foundation and strong modeling. Expect ~70% growth strategy and ~30% finance operations with a remote-US focus and Boston preference.

Qualifications

• 8–12+ years in B2B SaaS across FP&A / strategy / biz-ops.
• Proven track record of outlining and achieving growth roadmaps.
• Strong modeling skills (Excel/Sheets; SQL/BI a plus).

Responsibilities

• Own the company plan & metrics across Sales, Partners, CS, Marketing, Design, Data Entry and Ops.
• Design quotas and capacity plans for BDRs/AEs; set pricing and guardrails.
• Define partner economics and drive a channel strategy aligned to ROI.
• Model CS capacity, tie retention & expansion to NDR targets; optimize priorities.
• Oversee marketing spend with ROI, CAC, payback analysis; ensure quality pipeline.
• Oversee design, data entry and operations for revenue growth and margins.
• Lead capital allocation & finance foundation; support fundraising and board relations.

Skills

B2B SaaS FP&A

Strategic planning

Financial modeling

GAAP/ASC 606

Excel/Sheets

Tools

SQL

BI tools

Job description

VP of Finance & Strategy

Location: Boston

Department: Executives

Type: in-person or remote

Salary: $200k+

Job Description

Posted on:

May 20, 2026

VP of Finance & Strategy

Location: Remote U.S. (Boston preferred)
Reports to: CEO
Stage: ~$5M ARR SaaS, Low burn, targeting ~100% YoY growth

About Rocket

Rocket Alumni Solutions builds SaaS + services for interactive recognition displays (donor walls, halls of fame, alumni and employee recognition) for schools, universities, athletics, and donor-driven organizations. We sell into education and related institutions via:

• Direct Sales (BDRs & AEs)
• Channel Partners (hardware / ecosystem partners)
• Customer Success, Marketing, Design, Data Entry, and Operations

This role is the financial and strategic counterpart to the CEO across all of those motions.

Mission

Be the CEO’s primary business partner. Own the plan, the metrics, and the economics across Sales, Partners, Customer Success, Marketing, Design, Data Entry, and Operations - while keeping a lean, GAAP-compliant finance foundation in place.

Rough split: ~70% growth & strategy / ~30% finance foundation.

What you own

1) Company plan & metrics

• Build and maintain a driver-based model (leads → opportunities → signed contracts → ARR → cash).
• Define a small, clear KPI set for the whole company (ARR, GRR/NDR, CAC, payback, gross margin, installs/live screens, runway, etc).
• Run the operating cadence in conjunction with VP of Ops.
  
  • Weekly: KPI review and key actions.
  • Monthly: business review with each department
  • Quarterly: planning and resource allocation.

2) Sales (BDRs & AEs)

• Design quota and territory models based on Rocket’s sales cycle (schools, districts, athletics, development offices).
• Build capacity plans: how many BDRs/AEs are needed to hit ARR targets.
• Set pricing and discount guardrails and deal-approval rules grounded in payback and margin.

3) Partner (channel ecosystem)

• Define which partners matter most (hardware, design firms, fundraisers, scoreboards, consulting firms, etc) and why.
• Build partner economics (rev share, attach rate, services) and simple scorecards.
• Shift a meaningful % of new ARR to partners where unit economics are equal or better than direct.

4) Customer Success

• Model CS capacity versus onboarding volume and active screens/customers.
• Tie retention and expansion plays (new modules, additional locations, new use cases) to NDR targets.
• Help prioritize CS focus: which accounts, cohorts, or products move GRR/NDR most.

5) Marketing (outbound, inbound, paid)

• Own the marketing budget from a return-on-spend perspective.
• Compare outbound, inbound, and paid channels on CAC, payback, and pipeline quality; shift spend accordingly.
• Make sure Sales has enough high-quality pipeline by segment (K–12, higher ed, athletics, donors) to hit targets.

6) Design, Data Entry, Operations

• Design: Align design workloads to revenue and retention priorities; define simple SLAs.
• Data Entry: Track ROI and identify where automation is worth investing.
• Operations: Shorten time from “deal closed” to “screen live”; track cost-to-serve and fix margin leaks in deployment and support.

7) Capital allocation & finance foundation

• Collaborate with the VP of Operations to identify, track, and surface key metrics that drive informed, data-based decisions.
• Prioritize projects (hires, campaigns, partner programs, product bets) based on payback and ROI, not intuition alone.
• Support fundraising, debt, and board/investor relations with clean SaaS metrics, cohesive narratives, and simple scenario trees.
• Ensure GAAP, ASC 606, and a clean close via a Controller (fractional or in-house): close ≤15 business days, integrated systems (QBO, billing, payroll, AP) feeding your models and dashboards.

Profile

• 8–12+ years in B2B SaaS across FP&A / strategy / biz-ops; have owned a company-level plan, not just a departmental budget.
• Clear track record of outlining and achieving growth roadmaps.
• Clear track record of moving numbers: improved CAC/payback, NDR, gross margin, or successful pricing/packaging changes.
• Strong modeling skills (Excel/Sheets; SQL/BI a plus) and comfortable simplifying complex data for non-finance leaders.
• Hands‑on with SaaS metrics (ARR, NDR, payback, cohorts) and comfortable tying them to day-to-day decisions in Sales, CS, Marketing, and Ops.
• Comfortable running GAAP and ASC 606 both alone and with a team.
• Bonus: experience with education, public sector, or donor-driven organizations; building partner ecosystems; fundraising or debt.