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Instabase Logo Instabase · Finance

Strategic Finance Manager

United States, San Francisco 185000.00 - 210000.00 USD / Year · Job Posted February 18, 2026
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Job Description

As a Strategic Finance Manager, you will serve as a key architect of the company’s financial future. In this IC role, you will go beyond traditional accounting to provide the financial framework and analytical insights necessary to drive long-term growth, optimize capital allocation, and support executive decision-making. You will partner closely with leadership across Sales, Product, and Engineering to translate corporate strategy into actionable financial plans.

Job Responsibility

  • Develop strategic models and forecasts
  • Own and update cashflow and operating models
  • Help set strategy and drive key business initiatives (such as acquisitions, business partnerships, new business lines, pricing structures, and other high priority projects)
  • Manage performance by defining, tracking and monitoring critical success metrics
  • Help continuously improve reporting frameworks and processes to ensure access to timely, accurate and actionable data
  • Help business leaders identify new, scalable business opportunities by finding unique insights on new markets, competitors, and business trends
  • Lead the financial modeling for new product pricing structures and contract terms, ensuring long-term margin health
  • Assist in managing investor relations and preparation of Board level materials
  • Help operating partners with fund budgets and periodic operational and financial review

Requirements

  • Bachelor’s degree or the equivalent years of experience
  • 5+ years experience in top-tier strategy consulting, investment banking, private equity, or strategy/business operations for an enterprise software company
  • Startup experience desired
  • Ability to provide high-level strategic analysis
  • Excellent quantitative skills with previous experience in building and owning operating models
  • Proven ability to build strong collaborative working relationships with business partners, department leads, and investors and is seen as a trusted and objective advisor
  • Technical Autonomy: able to navigate ambiguity and deliver polished results independently
  • Attention to Detail: have a zero-error mentality and a rigorous approach to data validation
  • Comfortable with writing SQL queries and presenting strategy to the Executive Leadership team

Nice to have

Startup experience desired

What we offer

  • Flexible PTO
  • Comprehensive Coverage: Top-notch medical, dental, and vision insurance
  • 401(k) with Matching
  • Parental Leave & Fertility Benefits
  • Therapy Sessions Covered: 10 free sessions through Samata Health
  • Wellness Stipend
  • Lunch on Us
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