Finance Director, Strategic Investments Job at Aon (New York)

Director, Strategic Finance

As the Director, Strategic Finance, you will partner closely with executives and...

Location

United States , New York

Salary:

185000.00 - 215000.00 USD / Year

Clear

Expiration Date

Until further notice

Requirements

8+ years of experience in finance at public or large private companies, investment banks, or private equity firms
at least 3 years of experience in strategic finance, FP&A or similar roles
proven track record of influencing senior executives and driving financial and strategic outcomes
advanced financial modeling skills and the ability to translate complex data into actionable insights
strong executive communication and presentation skills
ability to craft materials that resonate with C-level and Board audiences
familiarity with business intelligence and analytics tools (e.g., Looker) preferred
exceptional organizational skills, with the ability to prioritize, execute, and lead in a fast-paced, dynamic environment
demonstrated experience mentoring and training team members
a collaborative, proactive, and strategic mindset with a passion for problem solving and driving impact

Job Responsibility

Act as a critical partner to business leaders, corporate functions, and executive leadership, ensuring financial insights drive business strategy and performance
Lead the development of scalable financial and operational models for CLEAR+, including annual planning, quarterly forecasting, and long-range planning
Proactively identify, communicate, and influence the resolution of key risks and opportunities across the organization
Partner with leadership on major strategic initiatives by developing business cases, evaluating financial impact, and guiding investment decisions
Drive cost optimization efforts and operational efficiency improvements through financial frameworks and scenario analysis
Oversee the preparation of Investor Relations, Board, and Executive-level materials, ensuring clarity, accuracy, and strategic alignment
Mentor and develop team members, fostering a high-performing finance organization

What we offer

comprehensive healthcare plans
family-building benefits (fertility and adoption/surrogacy support)
flexible time off
annual wellness stipend
free OneMedical memberships for you and your dependents
a CLEAR Plus membership
a 401(k) retirement plan with employer match
catered lunches every day
fully stocked kitchens
stipends and reimbursement programs for well-being and learning & development

Fulltime

Director of Strategic Finance

We are seeking a highly motivated and experienced Director of Strategic Finance ...

Location

United States , McLean

Salary:

Not provided

Appian Corporation

Expiration Date

Until further notice

Requirements

10+ years of progressive experience in FP&A, strategic finance, or investment banking experience in a leadership or senior individual contributor role
Proven expertise and hands-on experience with multiple SaaS pricing models and their financial implications
Deep understanding of SaaS business models, key metrics, and revenue recognition principles (ASC 606)
Excellent analytical, problem-solving, and organizational skills
Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Anaplan, Power BI, and Tableau
High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results
Bachelor’s degree in Finance, Economics, Accounting, or related discipline
MBA or CFA strongly preferred

Job Responsibility

Own Appian’s revenue modeling and its future evolution as the company incorporates changes to enterprise software pricing
Lead the definition, development, tracking, and reporting of all critical SaaS revenue metrics, including but not limited to ARR, NRR, churn, and sales cycle length. Ensure accuracy, consistency, and actionable insights from these metrics
Analyze the financial impact of various SaaS pricing models (e.g., per-user, consumption-based, tiered, feature-based) and recommend optimal strategies to maximize revenue and profitability. Partner with product and sales teams on pricing adjustments and new product monetization
Partner with the sales and legal teams on complex enterprise deals, evaluating pricing structures, commercial terms, and their impact on profitability and revenue recognition
Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model
Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability
Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives
Prepare presentations and analysis for senior Finance leadership and Appian’s executive team
Participate in special projects and initiatives as required

What we offer

Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires
Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education
Community: We’ll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company

Director of FP&A and Strategic Finance

Kiddom is seeking a hands-on Director of FP&A & Strategic Finance to strengthen ...

Location

United States , San Francisco

Salary:

180000.00 - 200000.00 USD / Year

Kiddom

Expiration Date

Until further notice

Requirements

6–10 years of experience in FP&A, strategic finance, or investment banking
Experience in a startup or high-growth operating environment
Proven experience in financial modeling, including three-statement models, scenario analysis, and driver-based forecasting
Strong business partnering skills
Hands-on operator with a track record of building and improving FP&A systems
Excellent communication and presentation skills
Bachelor’s degree

Job Responsibility

Serve as a trusted advisor to GTM, PDE, Content, and Operations leaders
Lead forecasting, budgeting, and long-range planning processes across functional teams
Develop and track KPIs
Partner with leaders to evaluate new markets, products, and state adoptions
Design and implement scalable FP&A systems, tools, and automation
Establish a unified source of truth for financial and operational data
Drive monthly and quarterly forecasting cadence
Build management and board reporting packages
Partner on the annual operating plan, 3-year financial model, and capital allocation frameworks
Collaborate with Accounting to support cash forecasting, debt compliance, and financial policy development

What we offer

Meaningful equity
Health insurance benefits: medical, dental, vision, disability and life insurance
One Medical membership
Flexible vacation time policy
10 paid sick days per year
Paid holidays
Paid bereavement leave
Paid family leave after birth/adoption
Commuter and FSA plans

Fulltime

Strategic Finance Manager

As a Strategic Finance Manager at HomeLight, you will play a critical role withi...

Location

United States , San Francisco

Salary:

170000.00 - 190000.00 USD / Year

HomeLight

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Economics, Finance, Business, STEM, or related field
4-6 years of investment banking experience and/or corporate finance experience
High level of Excel proficiency, with strong financial modeling capabilities and a deep understanding of core financial principles
Comfortable interacting with internal and external senior-level executives
Proven ability to distill complex data into clear, actionable insights for both technical and non-technical audiences
Strong communication, teamwork, quantitative, and analytical skills
Highly organized, self-starter with the ability to manage multiple priorities under tight deadlines
Experience with financial systems and analytics tools—ideally including NetSuite ERP and the Aleph data platform

Job Responsibility

Lead the annual budget cycle, ensuring cross-functional alignment around the projections. Maintain the financial model and reporting framework to support the monthly review cycle
Provide analyses and updates to executive leadership regularly to drive strategic topics for the Board of Directors meetings and investor fundraises
Collaborate with the CFO in expanding and maintaining capital market relationships, including warehouse debt, venture debt, and other alternative structures. Lead the diligence process for the same
Work cross-functionally with Product, Engineering, GTM, and Business Operations teams to analyze new product launches, evaluate unit economics, assess strategic partnerships, and guide resource allocation decisions
Design and implement dashboards and reporting tools that track and communicate critical financial and operational metrics
Develop a deep understanding of HomeLight’s products, services, and business model to provide contextually relevant financial recommendations
Produce clear, concise, and actionable financial presentations and forecasts for leadership and key stakeholders
Roll up your sleeves to support ad hoc financial analyses and strategic projects as needed—helping shape the future of the Strategic Finance function
High exposure to the executive leadership, including monthly reporting and analysis delivered directly to the CEO, COO, and CFO

What we offer

Medical (Aetna or Kaiser), Dental & Vision (Guardian)
Long-Term Disability & Short-Term Disability
Hospital Indemnity Insurance, Accident Plan, and Employee Critical Illness (Guardian)
401 (k) (Guideline), Life Insurance (Guardian) & Pet Insurance (Nationwide)
Commuter benefits are offered in certain locations
PTO, including Volunteer Days to give back to your community
Annual Anniversary Perks, including professional development and sabbaticals!
HomeLight Services to help you with buying and selling your home

Fulltime