Fexa Careers

Strategic Finance Lead

Fexa · Finance

What is the opportunity?

We’re looking for a passionate and analytically minded professional to join Fexa’s Finance team as our first Strategic Finance leader to support the growth of our multi-product SAAS platform.

You will be the founding member of the Strategic Finance team which will be responsible for (1) Financial Planning & Analysis (FP&A) and (2) for driving strategy and analytics to support the GTM team and the company‘s key strategic initiatives. This high impact, highly visible role sits in the Finance org reporting to the CFO. You will set the foundation of the FP&A organization and develop the processes and systems for financial planning, forecasting and budgeting which will enable the Company to scale. You will drive strategic decision-making by improving visibility into business performance and leveraging data-driven insights to shape GTM strategy. This role is expected to grow and expand in responsibility at a rapid pace as the company grows.

The Finance org at Fexa is a tight-knit team spanning Accounting, Finance and Revenue Operations and has an outsized cross-functional impact and ownership. The ideal candidate will not only have excellent technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization.

Essential Duties & Responsibilities:

  • Be a strategic and analytical partner to Accounting, Finance & Revenue Operations
  • Build the FP&A function from the ground up and oversee the Company’s budgeting and forecasting process
  • Define and report on the key business metrics (including SAAS metrics), proactively analyze business trends and identify opportunities to improve financial performance (eg. revenue optimization, pricing strategy, cost efficiency, and margin improvement)
  • Establish top-line performance metrics and targets, analyze and report realized financial performance vs. budget to Company leadership and drive accountability for results
  • Provide the executive team with strategic financial guidance and insights to by quantifying the financial implications of key decisions (eg. resource investments, spend allocation, business planning, etc.)
  • Oversee creation of monthly and quarterly board materials and business performance reviews
  • Drive revenue/GTM analytics across Sales/Customer Success & Marketing in collaboration with our Head of Revenue Operations
  • Operationalize and lead the company through long-term (multi-year) and short-term (annually or semi-annually) planning processes.
  • Lead ad-hoc strategic projects like pricing/packaging strategy, M&A due diligence, and business case/opportunity sizing for new market/new product exploration

Competencies & Experience

  • Problem Solving: Ability to think critically about a problem, quickly get to the right question,, understand the inputs required to solve it, and frame a set of options. Ability to clearly synthesize disparate information into the “so what” in a quick, 80/20 way that is hypothesis driven.
  • Communication: Ability to have deep conversations with prospects, customers, colleagues, and other market participants from the front line to the C-suite. Great listener who knows how to ask great questions and cut to the most important issues. Excellent written and verbal communicator that is able to tailor the message to the audience, communicate succinctly the most relevant points, and go deep when necessary.
  • Analytical: Defaults to evidence-based reasoning. Highly competent in analyzing data to inform an answer. Creative in creating or sourcing data to provide information to increase the fidelity of an answer.
  • Complements the Fexa Culture: Highly collaborative, fun to work with, empathetic to customers, ambitious, and excited about pursuing our Noble Purpose of nurturing our built world to elevate the human experience.


  • 3-5 years of relevant experience in investment banking, private equity, strategic finance, or related fields.
  • Experience and passion for high-growth SaaS and/or enterprise software business models and collaborating with SaaS sales teams.
  • Extreme sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment.
  • Experience problem-solving independently, organizing workload and priorities, and completing tasks on time.
  • Strong interpersonal and communication skills, with the capability to navigate cross-functional collaborations effectively and influence company executives.
  • Advanced financial modeling techniques and abilities with a deep understanding of best financial modeling practices (you should be prepared for a financial model case study).
  • Demonstrated ability to build processes from scratch.
  • Exceptional analytical skills and the ability to synthesize complex financial information into clear, concise reports.
  • Attention to detail and accuracy is must but an equally important ability to see the big picture and evaluate analyses with strategic business context.
  • Degree in Finance, Accounting, Economics or Business Administration.
  • Experience and proficiency in Intacct is a plus but not required.
  • Understanding the principles of GAAP and GAAP financial statements.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee can expect to spend over 2/3rds of their time sitting; using hands to finger to handle or feel, and reaching with hands and arms.  The employee will need to hear and talk and will occasionally be required to stand. 

Employees will need to utilize close vision (clear vision at 20 inches or less) and have color vision (ability to identify and distinguish colors).

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position will operate in a quiet location similar to that of a private office. 

How to Apply

Send your resume to hr@fexa.io and put the job title in the subject line


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