Numeral
Strategic Finance Lead
New York, Remote. Posted a month ago
The role
You will lead strategic projects and own parts of planning and forecasting. You will partner with business leaders to analyze growth, profitability, and finance systems.
What you will do
- Lead strategic projects in areas such as pricing, new-product economics, go-to-market strategy, and capital allocation.
- Maintain driver-based forecasts, headcount and capacity models, and recurring KPI dashboards.
- Contribute to the annual budget and long-range plan.
- Analyze the funnel, marketing returns, retention, gross margin, and customer economics.
- Partner with Sales, Marketing, Product, and Operations to set goals and evaluate investment proposals.
- Own analysis and written narratives for selected board and investor materials.
- Support fundraising and diligence workstreams.
- Lead selected finance systems projects from requirements through implementation and adoption.
Required qualifications
- 5–8 years combining rigorous analytical training in investment banking, investing, or a comparable role with operating finance experience at a B2B software company during rapid growth.
- Excellent financial modeling.
- High agency and follow-through.
- Strong commercial instincts.
- Practical AI fluency.
- Clear communication and integrity.
Nice to have
- SQL and BI tools such as Hex, Looker, or Sigma.
- Experience with pricing, sales compensation, or subscription and usage-based revenue models.
- Exposure to fundraising, board reporting, or modern planning tools such as Pigment or Anaplan.
Benefits
- Competitive salary and equity
- Full medical, dental, and vision coverage
- Wellness perks like Headspace and the Peloton One App
- 401(k)
- Relocation assistance to NYC (if needed)
- Lunch and snacks when you're in the office
- Regular team offsites and company events
About the company
Numeral is an AI-native tax solution serving more than 3,500 global businesses. The company has raised over $157M from investors including Insight Partners, Salesforce Ventures, Benchmark, Mayfield, and Y Combinator.