Strategic Finance, Special Projects

1 Month ago • 4-6 Years • Finance

About the job

Job Description

This role will help execute financial strategies to support Scale growth objectives, including strategic and financial planning, and budgeting. You will manage Scale’s Business Units operating budget to evaluate investment strategies and provide real-time tracking to the General Manager. You will also perform market research to help identify new investment trends and opportunities and own the company's competitive intelligence. You will support on potential M&A and other strategic transactions, including sourcing, evaluation, negotiation, execution and integration. You will create internal executive reporting including financial reporting, investor reporting and other management presentations. You will partner with the business to manage headcount and expense forecasts, own weekly and monthly financial reporting, KPIs, presentations, and other critical analysis requests. You will also partner with cross-functional teams to develop strategic initiatives that drive revenue growth, cost optimization, and operational efficiency.
Must have:
  • 4+ years of financial analysis experience
  • 2 years of investment banking experience
  • Excellent project management skills
  • Ability to manage and manipulate large data sets
  • Critically analyze existing processes
  • Identify opportunities for process improvement
  • Strong knowledge of Google Suite, and MS Office
  • Expert Excel modeling skills
Good to have:
  • Bachelor’s degree with a major in finance or accounting
  • Experience in SQL and Business Intelligence tools
  • Experience with Anaplan and/or Adaptive Insights
  • 2 years of management experience in a corporate finance role
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We are building the Finance team to help make data-driven and financially sound decisions for Scale. The Finance team is responsible for improving strategic, financial, and operational decisions by partnering with the leadership team in making critical decisions across Scale. 

The Finance team is responsible for owning the company’s budget, helping to drive quarterly and annual planning processes, allocating and deploying the company’s resources efficiently, and performing financial analyses in partnership with all departments. You will have a unique opportunity to work closely with department heads on real-time high-priority business issues and use quantitative insights to drive better decision-making across Scale. The ideal candidate will not only have the technical skills to support their recommendations but also strong interpersonal skills to manage various stakeholders. We hope you'll join us!

You will:

  • Help execute financial strategies to support Scale growth objectives, including strategic and financial planning, and budgeting
  • Manage Scale’s Business Units operating budget to evaluate investment strategies and provide real-time tracking to the General Manager
  • Perform market research to help identify new investment trends and opportunities and own company’s competitive intelligence 
  • Support on potential M&A and other strategic transactions, including sourcing, evaluation, negotiation, execution and integration
  • Create internal executive reporting including financial reporting, investor reporting and other management presentations
  • Partner with the business to manage headcount and expense forecasts, own weekly and monthly financial reporting, KPIs, presentations, and other critical analysis requests
  • Partner with cross-functional teams to develop strategic initiatives that drive revenue growth, cost optimization, and operational efficiency

Ideally, you'd have:

  • 4+ years of financial analysis experience working directly in a Corporate Finance, Strategic Finance or Corporate Development
  • 2 years of investment banking experience
  • Demonstrated excellent project management skills, ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement
  • Strong knowledge of Google Suite, and MS Office (Excel, Word, PowerPoint); expert Excel modeling skills 

Nice to haves:

  • A Bachelor’s degree with a major in finance or accounting
  • Experience in SQL and Business Intelligence tools a plus
  • Experience with Anaplan and/or Adaptive Insights a plus
  • 2 years of management experience in a corporate finance role
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San Francisco, California, United States (On-Site)

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