Strategic Finance

Job Description As a Lead Analyst Strategic Finance & Investor Relations, you will be at the intersection of financial analysis, strategic planning, and investor communications. You will work closely with leadership to support financial decision-making, business performance tracking, and interface with external stakeholders including investors. What You'll Do: - Help define and model medium and long term financial plan/strategy of the company - Partner with FP&A and business stakeholders to drive quarterly forecasts and department level frameworks for Annual Operating Plan - Analyze past to present financial performance, derive insights, and help make data-backed recommendations - Support investor relations by preparing investor presentations, memos, and quarterly Board meeting materials - Collaborate with cross-functional teams Sales, Product, Marketing, and Operations to align business strategy with financial goals - Track and report key metrics (e.g., SaaS KPIs, ARR, CAC, etc) and prepare dashboards for leadership and investors - Benchmark against market and competition; support strategic initiatives like M&A, etc. - Drive ad-hoc strategy projects for CEO, COO, and CFO Must-Have Skills: - Strong understanding of finance, accounting, and business valuation concepts - Proficiency in financial modeling, Excel, PowerPoint, and storytelling through data - Exceptional problem-solving and first-principles thinking - Excellent communication skills (oral & written); ability to engage with VP/CXO stakeholders - Education: Exposure to Finance & accounting subjects in Undergrad or Post-grad is a must. Specialization by way of CA, MBA (Finance), CFA, B.Com/BFIA (with finance background) is good to have but not a hard requirement Good to Have: - Experience in SaaS/Tech business models and understanding of key SaaS metrics In case of any additional details of the company, they have not been provided in the job description. As a Lead Analyst Strategic Finance & Investor Relations, you will be at the intersection of financial analysis, strategic planning, and investor communications. You will work closely with leadership to support financial decision-making, business performance tracking, and interface with external stakeholders including investors. What You'll Do: - Help define and model medium and long term financial plan/strategy of the company - Partner with FP&A and business stakeholders to drive quarterly forecasts and department level frameworks for Annual Operating Plan - Analyze past to present financial performance, derive insights, and help make data-backed recommendations - Support investor relations by preparing investor presentations, memos, and quarterly Board meeting materials - Collaborate with cross-functional teams Sales, Product, Marketing, and Operations to align business strategy with financial goals - Track and report key metrics (e.g., SaaS KPIs, ARR, CAC, etc) and prepare dashboards for leadership and investors - Benchmark against market and competition; support strategic initiatives like M&A, etc. - Drive ad-hoc strategy projects for CEO, COO, and CFO Must-Have Skills: - Strong understanding of finance, accounting, and business valuation concepts - Proficiency in financial modeling, Excel, PowerPoint, and storytelling through data - Exceptional problem-solving and first-principles thinking - Excellent communication skills (oral & written); ability to engage with VP/CXO stakeholders - Education: Exposure to Finance & accounting subjects in Undergrad or Post-grad is a must. Specialization by way of CA, MBA (Finance), CFA, B.Com/BFIA (with finance background) is good to have but not a hard requirement Good to Have: - Experience in SaaS/Tech business models and understanding of key SaaS metrics In case of any additional details of the company, they have not been provided in the job description.