The Sr. Lead Strategic Finance Partner will support decision making in product strategy, revenue forecasting, and financial insights by partnering with senior leaders and providing detailed financial modeling and analysis.
Position: Sr. Lead Strategic Finance Partner
Reports To: Head Of Finance
Location: Remote USA
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who You Are
HighLevel is seeking an experienced & highly motivated Senior Lead Strategic Finance Partner focused on supporting our Product function, helping us develop the frameworks to influence decision making for some of our most business-critical questions. You’ll partner cross-functionally with leaders across the business to inform resource allocation, define operational and financial KPIs for key initiatives, own revenue forecasting, and proactively identify ways to improve capital allocation. We are looking for someone with extremely strong analytical + modeling skills with a clear track record of partnering with, and influencing, cross-functional teams with experience in SaaS - and preferably usage-based + payments business models. You will report directly to the Head of Finance.
What You'll Be Doing
- Functional Ownership: Play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to help influence + quantify key business decisions
- Strategic Planning & Forecasting: Own and improve the company’s long-range financial model for our usage-based and payments products, embedding deeply across the business to identify, quantify and capture changes in GTM, product strategy, operational efficiency, etc.
- Decision Support: Partner with senior product leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes
- Board & Investor Materials: Prepare reporting, financial insights, forecasts, and KPIs to the board of directors, investors, and executive stakeholders.
- Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability
- KPI Development & Tracking: Define and track key performance indicators across various Product surface areas and lead performance measurement initiatives to drive accountability and transparency.
- Corporate Development Support: Collect and analyze external financial/operational data, and interpret market trends and competitor activities to deliver benchmarking analysis and influence decision making for key stakeholders, including management and investors.
- AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes + improve precision, helping unlock team capacity to focus on other ad-hoc or high-impact analysis
What You'll Bring
- Bachelor's degree in Finance, Economics, Business, or a related field
- 6-8+ years of experience in investment banking, private equity, or management consulting, with at least 2-4 years of experience in the strategic finance function within a late-stage / high-growth tech or public company environment
- Experience in SaaS, preferably with a usage-based business model component
- Excellent business partnering skills, particularly with non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business
- Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
- Advanced modeling skills, including strong understanding of bottoms-up financial modeling and tying together unit economics to the overall business impact
- Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome
- Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
- Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines
- Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
- Advanced experience with Excel / Google sheets, and BI tools (Tableau)
- Track record of using AI to improve forecasting methodologies or drive process improvements
- Payments and/or fintech experience
Strong Candidates May Also Bring:
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government record keeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
Top Skills
Bi Tools
Excel
Google Sheets
Tableau
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