Strategic Finance Senior Analyst
Are you passionate about transforming data into actionable insights that drive impactful business decisions? Join a dynamic team at the forefront of background check technology, where your strategic mindset and financial expertise will accelerate growth and redefine what a strategic finance function can achieve. This hybrid role in San Francisco offers an exciting opportunity to influence company direction through innovative modeling, AI-powered workflows, and cross-functional collaboration.
Overview
As a Strategic Finance Senior Analyst, you will be central to shaping the financial and strategic future of a rapidly growing organization. Your insights will inform go-to-market strategies, optimize resource allocation, and support long-term planning efforts. With a focus on building automated, AI-enhanced financial models and analytics, you'll help scale the business while fostering a culture of curiosity, ownership, and continuous improvement. Your work will directly impact the company’s growth trajectory and operational excellence.
Required Skills
- 4+ years of experience in strategic finance, investment banking, private equity, or business operations.
- Proven expertise in financial modeling, including translating complex business drivers into clear, actionable frameworks.
- Strong experience with adaptive systems like Adaptive, enterprise tools such as Claude, and BI tools like Omni, SQL, and Salesforce.
- Ability to develop and own revenue and opex models to measure and set business goals.
- Exceptional analytical skills with a passion for leveraging AI and automation in financial processes.
- A proactive problem-solver who thrives when answers are not straightforward and can identify issues before they surface.
- Excellent communication skills, capable of presenting data-driven insights to cross-functional teams and executive leadership.
- Self-motivated, resilient, with a bias for action and a deep curiosity for understanding complex challenges.
Nice to Have Skills
- Experience working with consumption-based business models.
- Background in AI development, automation workflows, or machine learning integration.
- Familiarity with additional analytics tools and platforms such as Lovable or other BI systems.
Preferred Education and Experience
- Bachelor’s degree in Finance, Business, Economics, or a related field; Master’s or MBA preferred.
- Professional experience in high-growth tech companies or innovative finance teams.
Other Requirements
- Location: San Francisco, hybrid schedule (2-3 days onsite weekly).
- Duration: 3-month engagement with potential to convert to a full-time role.
- Start Date: 09/21.
- This role requires a curious, driven mindset, eager to develop AI-driven financial solutions and contribute to a high-performing team.
Join a forward-thinking organization where your strategic insights and innovative approach can elevate finance to a new level of impact.
