Strategic Finance (Hybrid)

Hi, Future Homie!

At Homebase, you'll join a team that's bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team.

We're not just building an app - we're building unstoppable teams. So what do you say, are you in?

📍Your Impact Starts Here

We're looking for a Strategic Finance Associate who's passionate about helping shape business priorities and influence company strategy through data-driven decision-making. As a key member of the Strategic Finance team, you'll partner closely with senior leaders and play a critical role in forecasting, financial reporting, and driving the business forward.

These are the key ways you'll contribute and create impact in this role:

Financial Modeling & Forecasting

- Own and evolve the company's integrated financial model supporting driver-based planning, forecasts, scenario analysis, and long-range planning.

- Develop and maintain comprehensive revenue forecasting models across assigned product lines, partnering closely with GTM leaders to align assumptions and execution

SaaS Metrics Performance Analysis & Reporting

- Support tracking and analysis of core SaaS metrics, including ARR growth, retention (NRR/GRR), LTV/CAC, and burn efficiency, translating metrics into insights

- Prepare clear and concise financial summaries and insights for business reviews and Board-level materials.

Business Partnership & Spend Management

- Serve as a trusted finance partner to functional and operational leaders, owning annual operating plans and ongoing spend/forecast management

- Bring strong financial rigor to decision-making and help leaders understand trade-offs and ROI

- Support corporate initiatives as needed, including fundraising, M&A, and other ad hoc strategic analyses.

🚀 The Foundation for Success - These are the experiences and strengths that will set you up for success in this role:

- 4+ years of experience across investment banking & strategic or corporate finance

- Strong financial modeling and presentation skills

- Working knowledge of SaaS performance metrics

- Clear, confident communicator able to translate analysis into actionable insights for cross-functional partners

- Structured, data-driven thinker with a bias to ownership and execution

- Ability to work cross-functionally, operate under minimal supervision, and drive results

- Fundamentally curious and relentless in understanding the "why"

- Ability to collaborate in the office weekly on Tuesdays and Wednesdays

🤝 The Homie Way - These principles guide everything we do - from how we work and make decisions to how we show up for each other.

- 💡 Be Customer Obsessed - Solve problems with empathy and creativity.

- ⚡ Move Fast, Learn Fast - Experiment, take action, and grow every day.

- 🎯 Own Your Impact - Think big, focus on what matters, and make decisions you stand behind.

- 🏆 Master Your Craft - Excellence fuels impact - show up, step up, and make your mark.

- 🏅 Win Together - Put goals over roles, lead with trust, and connect to our mission and each other.

What We Offer (United States)

- 💰 Ownership & Financial Security: Stock options + 401(k) with 4% match

- 🏥 Comprehensive Healthcare: Medical, dental, and vision coverage + FSA options

- ⏰ Paid Time Off: Flexible PTO + company holidays + designated focus periods

- 🤖 AI access, for real: We invest in builders and believe that curiosity shouldn't have a paywall. That means you'll have access to paid AI tools with minimal restrictions, so you can build, experiment, and level up your craft.

- 👶 Family Support: Up to 12 weeks of paid parental leave (after 6 months of service)

- 🛡️ Protection Plans: Life insurance + short/long-term disability coverage

- 🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly

- 🍽️ Workspace Perks: Meals provided, commuter benefits, team offsites, and Customer Days

- 💼 Our Hybrid Rhythm: We believe collaboration drives impact. That's why Tuesday and Wednesday are our required in-office days - a time to move faster as a team, build deeper connections, make better decisions, and build together.

What We Offer (Canada)

- 💰 Ownership & Savings: Stock options + TFSA/RRSP with 4% company match

- 🏥 Health & Wellness: Comprehensive medical, dental, and vision for you and your dependents

- ⏰ Time Flexibility: Flex time off + company holidays + designated focus periods

- 👶 Family Support: Maternity/Parental Leave EI top-up support offered (after 6 months of service)

- 🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly

- 🛡️ Protection Plans: Life insurance + short/long-term disability coverage

- 🍽️ Workspace Perks: Meals provided, team offsites, and Customer Days

- 💼 Our Hybrid Rhythm: We believe collaboration dri