Strategic Finance Lead

This is where Maybern comes in.

What We're Looking For

We're looking for a Strategic Finance Lead to own Maybern's financial model, planning cycle, and operating metrics, and to be the finance partner to our CEO, Chief of Staff, and department heads. You'll inherit a working function: a planning cadence, a defined ARR/CARR metrics methodology, board and investor packages, and an AI-native operating stack that already automates much of the recurring reporting. Your job is to run it, pressure-test it, and take it to the next level as we prepare for Series C. This is a strategic finance and FP&A role; our Controller owns accounting, so your time goes to analysis and decisions, not close. If you want a seat where the model you build drives what the company does next, we want to hear from you.

What You'll Do

• Plan: Own the company financial model end to end, including the three-year Base / Downside model and FY28 outlook. Run the annual department-level budget, quarterly reforecasts, monthly finance check-ins with department heads, and headcount planning tied to ARR and capacity triggers.

• Report: Prepare the quarterly board financial package (KPIs, P&L vs. budget, ARR waterfall, runway, reforecast), run the monthly exec finance review, and own the investor reporting package, data room baseline, and path-to-profitability story as we prepare for Series C.

• Measure: Own the ARR / CARR / NRR / GRR / CAC / LTV definitions and waterfall methodology, CARR-to-ARR conversion tracking, segment P&Ls and gross margin by project and customer, and the RevOps data layer that feeds ARR accuracy (CARR/ARR reconciliation, fund linkage, order-form booking, billing-forecast tracking).

• Partner: Be the finance voice with Sales on pricing, deal structure, and non-standard order-form terms, and with Product on ROI gating for new SKUs and product investments.

• Build: Extend the existing AI Finance skill stack and internal dashboard so recurring reporting runs itself and your time goes to analysis, not assembly.

Who You Are

• Strategic Thinker: You connect department objectives to business outcomes and help leadership force-rank bets.

• Systems Thinker: You approach finance as workflows and infrastructure, not just spreadsheets. Your models are clean, auditable, and built to be reused.

• Communicator: You can take a complex model and explain it to a non-finance leader in five minutes, in writing or live, and turn ambiguous data into a narrative.

• Adaptable Owner: You take an ambiguous problem, frame it, build the tool, and drive it to a decision without waiting for a spec. High ownership, low ego: you name tradeoffs explicitly instead of silently absorbing every finance-adjacent request.

• AI Fluent: You already use AI tools daily for modeling, analysis, and drafting, and you have a point of view on where AI accelerates finance work and where human judgment must hold.

This Could Be a Great Fit If You Have…

• 4–8 years of experience spanning investment banking, private equity, or consulting, and at least 2 years in an operating strategic finance / FP&A role at a high-growth SaaS company (Series A–C).

• Fluency in SaaS business models and metrics, and built KPI infrastructure or dashboards (SQL, Looker / Omni, or similar) rather than only consuming them.

• Been the first or sole finance owner somewhere and built the model, budget, and board package yourself.

• Partnered directly with a CEO or founder on board materials, etc.

• Shipped automation or internal tools that removed manual work from a finance process.

Bonus Points If You Have…

• Experience with usage- or AUM-based pricing

• Private markets / fund administration exposure (NAV, waterfalls, capital calls)

• Company-side fundraising or venture debt process experience

• Python or SQL fluency

Benefits

• We offer a competitive salary + equity package, comprehensive benefits, and a flexible family-friendly work environment. Some of our perks include:

  • Comprehensive healthcare benefits

    • Maybern covers 100% of medical, dental, and vision premiums

    • HSA & FSA plans

  • Family-Friendly policies

    • Paid parental leave

  • Flexible schedule

    • Flexible PTO / sick leave

    • WFH as needed to fit your needs

  • 401k