Strategic Finance Lead Job at Valon Tech (New York)

Strategic Finance Lead

Valon Tech

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

We’re hiring a Strategic Finance Lead to be the COO’s right-hand and take full ownership of our strategic finance and executive/board-facing materials. This person will build and run our forecasting and KPI cadence, drive annual planning and headcount strategy, and produce board-ready narrative memos. They’ll also support fundraising execution for potential future fundraises, ensuring the deck, model, data room, and investor Q&A are in excellent shape, without requiring constant CEO/COO involvement. This is a high-leverage role for someone who is both analytically elite and highly proactive, someone who doesn’t wait to be told what’s needed, and can get to answers fast with imperfect data.

Job Responsibility:

Draft close-to-final board memos: narrative, KPI interpretation, decision points, and recommendations
Create & maintain the board deck / materials (KPIs, strategic updates, operating cadence)
Drive consistent executive reporting so leadership can make decisions quickly and confidently
Translate messy operational realities into clear, concise storytelling
Own annual planning: budget, headcount plan, and cross-functional alignment
Build and maintain a driver-based operating plan tied to funnel metrics
Run scenario planning and sensitivity analysis (base / upside / downside)
Be the “source of truth” on runway, burn, and capital planning
Build/own a robust 3-statement model (IS/BS/CF)
Own unit economics and cohort-based modeling
deeply understand payback, margins, retention
Partner with operators to diagnose variance, identify risks/opportunities, and drive action
Build analysis that helps leadership resolve debates faster (“what matters, why, what we do next”)
Support fundraising execution: deck/model narrative, investor Q&A prep, data room organization
Maintain fundraising-ready metrics and materials so the CEO/COO aren’t reinventing everything
Help with valuation comps, capital structure, and fundraising mechanics
Coordinate close/reporting, ensuring data integrity and consistent KPI definitions
Work with accounting/finance ops to ensure we have clean, timely financials and reporting cadence
Build systems so finance isn’t heroic, it’s predictable
Own ambiguous, high-importance projects that touch strategy, operations, and execution
Partner across teams to drive outcomes, not just analysis
Be a force multiplier for COO

Requirements:

Exceptional financial modeling (3-statement, driver-based, cohorts, scenarios, sensitivities)
Ability to translate analysis into crisp storytelling (memos, decks, exec communication)
High ownership: you run workstreams end-to-end without handholding
Comfort operating in ambiguity with imperfect data
Strong judgment and ability to “make the call” when needed
Well versed in AI and advanced analytics, with experience leveraging automation and data-driven insights to inform financial strategy and business planning
Can be scrappy and fast, while still producing polished board/investor-grade output
Strong cross-functional collaboration (can push, align, and unblock)

Nice to have:

Experience with high-growth fundraising and board prep
Pricing and packaging strategy experience
Fintech / mortgage domain familiarity (nice, not required)

Additional Information:

Job Posted:
February 18, 2026

Employment Type:

Fulltime

Work Type:

On-site work

Valon Tech - All Job Offers

Job Link Share: