Role Summary
We’re looking for a finance-first operator with a strong foundation in investment banking or private equity and experience in a high-growth, operational environment. You combine analytical rigor, commercial acumen, and hands-on execution, and you’re excited to roll up your sleeves to help build the financial and operating engine of the business.In this role, you will sit at the intersection of finance and operations – turning fragmented inputs into clear business narratives and recommendations that influence decisions at the executive and board level.
You’ll own models, pressure-test assumptions, partner directly with functional leaders, and translate data into concrete actions around revenue growth, margin improvement, and capital efficiency.This is a high-visibility, high-impact role for someone who wants to move from “advisor” to “owner” and have a direct line of sight to company performance.
Responsibilities
Financial & Strategic Modelling
- Build and maintain robust financial models (P&L, cash flow, cohort, unit economics) to support forecasting, scenario planning, and investment decisions.
- Pressure-test assumptions, quantify trade-offs, and clearly articulate the financial impact of strategic and operational choices.
- Translate model outputs into concise recommendations and action plans for leadership.
Business & Commercial Insight
- Partner cross-functionally with Finance, Sales, Operations, Supply Chain, and other teams to understand business drivers and performance.
- Identify high-impact opportunities to improve revenue quality, contribution margin, working capital, and profitability.
- Frame insights in commercial terms (ROI, payback, EBITDA impact, cash impact) and help teams prioritize what actually moves the needle.
Data Analysis & Reporting (Finance-First)
- Consolidate relevant data from systems (ERP, Shopify, finance, fulfillment, sourcing, CRM) into structured views that support decision-making.
- Comfortable diving into SQL to develop recurring dashboards and KPI views focused on business performance (e.g., unit economics, channel performance, CAC/retention, margin by segment).
- Own the finance and business interpretation, of the data you’ve pulled from our systems
Executive-Level Output
- Prepare clear, concise materials for executive and board-level discussions: KPI summaries, financial narratives, investment cases, and post-mortems.
- Present analytical findings directly to senior leadership, defend assumptions, and outline trade-offs and recommended paths forward.
- Create templates and model structures that can be reused and scaled across the business.
Hands-On Problem Solving
- Jump into ambiguous, fast-moving questions with incomplete data and quickly get to a structured view of the problem.
- Prioritize effectively when multiple executives and teams are asking for support at the same time.
- Ensure data integrity, reconciliation, and version control across all your analyses and models.
Qualifications
Must-Have Background
- 2–3 years in investment banking, private equity or similar experience at a high-caliber firm, with deep experience in financial modeling, transaction analysis, and executive-ready materials.
- 1–3 years in a high-growth operating environment (startup or scaled tech/consumer business) in a strategic finance, FP&A, BizOps, or similar role.
Skills & Tools
- Expert-level proficiency in Excel / Google Sheets for financial modeling (3-statement models, scenario analysis, cohort and unit economics).
- Comfortable working with data from multiple systems (ERP, Shopify, finance tools, etc.)
- Familiarity with SQL to go directly to the source of the data, in addition to your primary superpower in financial and business thinking.
Education & Core Competencies
- Bachelor’s degree (or higher) in Finance, Economics, Business, Mathematics, Engineering, or another rigorous, quantitative discipline.
- Excellent communication skills — you can turn complex analysis into simple, compelling business narratives for non-technical stakeholders.
- Strong business intuition with a bias toward actionable impact and commercial outcomes vs. analysis for analysis’ sake.
- Highly organized, self-motivated, and comfortable operating in a fast-paced, dynamic environment with competing priorities.
