Strategic Finance Sr Manager / Director
Updated on 12/8/2023
Capital markets ecosystem company
Company Overview
Polly is on a mission to democratize pricing across the entire mortgage capital markets value chain. Polly is dedicated to helping banks, credit unions, and lenders of any size operate faster, smarter, and more profitably via their cloud‑native, high‑performance solutions that allow for unlimited flexibility, configurability, and scalability.
AI & Machine Learning
Data & Analytics
Fintech
B2B
Company Stage
N/A
Total Funding
$72.3M
Founded
2019
Headquarters
San Francisco, California
Growth & Insights
Headcount
6 month growth
↑ 36%1 year growth
↑ 51%2 year growth
↑ 112%Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Market Research
Mergers & Acquisitions (M&A)
CategoriesNew
Business & Strategy
Finance & Banking
Requirements
- 7+ years of relevant experience across a combination of strategic finance, investment banking, management consulting, or principal investing (venture; private equity), including 2+ years of experience working in strategic finance within a high growth software business
Responsibilities
- Lead cross functional work streams to understand and influence key value drivers, unit economics, and resource planning; partner closely with accounting org to create a strong tie-in with GAAP revenue recognition and revenue organization to align top-line drivers
- Manage the company’s core FP&A function, including annual and interim planning, budgeting, and forecasting
- Develop and own financial modeling addressing short and long-term forecasting, rigorous scenario planning, and ad hoc analysis
- Own the company’s SaaS metrics and identify risks and opportunities with actionable recommendations to internal constituents
- Conduct market research and diligence, TAM sizing, and track external trends closely that Polly’s end market
- Responsible for ensuring Polly’s economics are optimized in new business and expansion initiatives such as pricing development for new product roll-outs
- Drive critical work streams across corporate development initiatives such as acquisitions, strategic partnerships, and capital raising
- Lead the analysis, deck development and other deliverables for internal and external constituents, including the executive team, board of directors, and investors
Desired Qualifications
- Expert financial modeling skills; experience with financial/business planning software is a plus
- Adept at synthesizing complex problems into digestible frameworks and crafting compelling presentations catered to the appropriate audience