Strategic Finance

Lorikeet
United States
Workplace: RemoteFull timeFunction: Finance & AccountingExperience: 5-7 yearsSkills: ["Cross-functional influence","Building systems","Data curiosity","Translating analysis into insights","Working in ambiguity"]

Own strategic finance for an AI-first startup: build financial models, forecasts, and scenario plans, partner on headcount planning and budgeting, and track revenue, costs, and margin drivers. Create internal dashboards and reporting systems to turn multi-channel inputs into clear insights for founders, operations, and go-to-market teams. Support pricing, forecasting, and board/investor communications while leading high-impact strategic initiatives.

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FursaFursa
Lorikeet
Lorikeet
3 days ago

Strategic Finance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Own strategic finance for an AI-first startup: build financial models, forecasts, and scenario plans, partner on headcount planning and budgeting, and track revenue, costs, and margin drivers. Create internal dashboards and reporting systems to turn multi-channel inputs into clear insights for founders, operations, and go-to-market teams. Support pricing, forecasting, and board/investor communications while leading high-impact strategic initiatives.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Own financial models, operating plans, and scenario planning for the business.
  • •Partner with teams on headcount planning, budgeting, and investment tradeoffs.
  • •Track revenue, costs, and margin drivers and highlight what is changing.
  • •Build and maintain internal dashboards and reporting systems.
  • •Support pricing, forecasting, and board/investor communications, and lead strategic initiatives/special projects.
Travel: Low travel

Pay and Benefits

Perks:Flexible Hours

Key Requirements

  • •5–7 years of experience in strategic finance, private equity, investment banking, or early-stage operating roles; or a CFA.
  • •Experience building and maintaining operating models for real-world planning (ideally in SaaS/B2B startups).
  • •Experience owning or contributing to board reporting, headcount planning, and/or annual planning cycles.
  • •Demonstrated experience modeling ARR, CAC, burn ratios, and other SaaS metrics.
  • •Experience designing internal reporting/dashboards and planning rituals, and cross-functionally running scenario analyses to improve unit economics.
Experience:5-7 yearsFintechHealthtechSaaSB2BMarketplacesInvestment bankingPrivate equity
Skills:Cross-functional influenceBuilding systemsData curiosityTranslating analysis into insightsWorking in ambiguity
Certifications:CFA
Tech Stack:AIClaude CodeSaaS

Company Brief

Lorikeet
Builds AI-powered omnichannel customer concierges (chat, email, voice) that take actions and resolve complex, regulated support issues end-to-end for fintechs, healthtechs and marketplaces.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Valuation: USD 50M to 100M
Funding: Series A
Headquarters: New York, United States
Founded: 2023
WebsiteLinkedInGlassdoor