Head of Strategic Finance

About the role

Numeral is transforming how taxes get done. Digital businesses are buried under a painful web of regulations across 47 states and 50+ countries. We're eliminating this burden so teams can focus on their core mission. We're the largest and fastest-growing AI-native tax solution. Founded in 2023, Numeral has raised over $57M from Benchmark, Mayfield, Y Combinator, and many others. We serve over 3,000 paying customers and have more than tripled our revenue every year since launch. We're primarily hiring in our SF and NY offices but do hire remotely in some cases. The Head of Strategic Finance will be the analytical force behind our most important decisions, owning the company operating model and the analyses that inform how we allocate capital, set our plan, and measure ourselves against it. This is a foundational, high-ownership, high-visibility role reporting directly to the VP of Finance where you will build the strategic finance and FP&A function from the ground up. You will turn financial rigor into the recommendations leadership acts on, and it carries a clear path toward broader finance leadership as the company scales.

What you'll do

• Own the company operating model: the integrated P&L, revenue build, and long-range plan that anchors every major resource decision.
• Build the analyses that inform how we deploy the capital we raise, treating each major investment as a capital allocation decision with a clear view of cost, expected return, and tradeoffs.
• Run budgeting, forecasting, and the business review cadence, owning the variance analysis and board reporting that hold the company accountable to its plan.
• Build the headcount and hiring plan, translating growth targets into a capacity model that finance, recruiting, and team leads all plan against.
• Model the economics of sales compensation, including commission structures, accelerators, and payout curves, to inform how we design and fund our plans.
• Own GTM and funnel analytics and the SaaS metrics that define the business: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, gross margin, and unit economics.
• Help stand up and implement the strategic finance tech stack, owning the rollout and the integrity of the data running through it in close partnership with our data team, and support the migration of our accounting and ERP systems (NetSuite, Campfire, Rillet, or similar).
• Run consolidations across our growing set of international entities, and help think through the compliance questions that come with operating in multiple countries.
• Lead cross-functional work from the front, coordinating across teams with competing priorities, and pick up what needs doing even when it sits outside strategic finance.

Requirements

• 6+ years across investment banking, private equity, and high-growth startup finance. A common path is two to three years in investment banking followed by private equity, an operating finance role at a fast-growing company, or both.
• Expert financial modeling in Excel. You build multi-faceted, driver-based models that follow investment banking best practices, and you build them simply. The goal is to answer the question in front of you, not to add complexity for its own sake, and to do it quickly.
• A bias to own and to lead. You like running processes and communicating across an organization, and you're good at it. When priorities compete, you lead from the front, line up the resources you need, and get it done without waiting on others.
• The self-sufficiency to answer complex business questions on your own, and the instinct to set up the tooling, systems, and data that let the function scale, working hand in hand with data teams.
• International and multi-entity experience, including consolidations, with the judgment to think through compliance as the company operates across more countries.
• Fluency in SaaS metrics and unit economics, with a real sense of when payback, LTV/CAC, burn multiple, and net retention matter and when they mislead.
• Sharp written and verbal communication. You can take a complex analysis and land the single insight that moves a decision.

Nice to have

• MBA from a top program (preferred).
• Hands-on experience with NetSuite, Campfire, Rillet, or a comparable ERP or accounting system implementation.
• Fluency with SQL and BI tools (Looker or Tableau).

Practical notes

• New York (hybrid)

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Engagement: Full-time

• Compensation is aligned with level and market, and pay is determined by role, location, and relevant experience.