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Strategic Finance Lead

Numeral· Finance
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Hybrid (New York)$165k - $225kFull-timePosted 1w ago

About the role

Senior individual contributor in finance partnering with business leaders to drive strategic initiatives, planning, and systems projects at Numeral.

Responsibilities

  • Lead strategic projects through implementation. Own projects in areas such as pricing, new-product economics, go-to-market strategy, and capital allocation. Frame the problem, model the options, align teams on a recommendation, and help execute and measure the outcome.
  • Own key parts of planning and forecasting. Maintain driver-based forecasts, headcount and capacity models, and recurring KPI dashboards for your areas of responsibility. Contribute to the annual budget and long-range plan, explain monthly and quarterly variances, and recommend actions.
  • Understand what drives growth and profitability. Analyze the funnel, marketing returns, retention, gross margin, and customer economics. Test the assumptions behind the metrics and turn findings into decisions about where to invest.
  • Partner with business leaders. Work with Sales, Marketing, Product, and Operations to set goals, evaluate hiring and investment proposals, and work through tradeoffs with a finance perspective.
  • Make the business clear to leadership and investors. Own analysis and written narratives for board and investor materials, and support fundraising and diligence workstreams.
  • Build and implement finance systems. Lead finance systems projects, including planning and reporting tools, from requirements and tool evaluation through implementation and adoption. Use AI and automation to improve speed and reliability, and collaborate with Accounting and Data to enhance data quality.

Qualifications

  • Typically 5–8 years combining rigorous analytical training in investment banking, investing, or a comparable role with operating finance experience at a B2B software company during rapid growth.
  • Excellent financial modeling. Ability to build a clean, driver-based Excel model from scratch, understandable and accurate.
  • High agency and follow-through. Ability to drive broad objectives to completion and adapt quickly to unfamiliar problems and tools.
  • Strong commercial instincts. Understanding SaaS metrics and unit economics (ARR, retention, CAC, payback, gross margin) and challenge definitions when needed.
  • Practical AI fluency. Experience using AI to improve analysis or automation and ability to validate outputs.
  • Clear communication and integrity. Ability to explain complex analyses simply and communicate candidly.

Benefits

  • Competitive salary and equity - you'll share directly in the company's success
  • Full medical, dental, and vision coverage
  • Wellness perks like Headspace and the Peloton One App
  • 401(k) to help you build long-term financial security
  • Relocation assistance to NYC (if needed)
  • Lunch and snacks when you're in the office
  • Regular team offsites and company events as we grow
  • A culture built on ownership - your work matters and people will see it!
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About Numeral

SaaS & Ecommerce sales tax on autopilot.

Numeral handles all aspects of sales tax from registration to remittance for SaaS and e-commerce stores. We offer complete, white-glove service end to end.

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