Director, Strategic Finance

Summary

Join the Strategic Finance team at 1Password as a Director of Strategic Finance, leading critical financial initiatives and driving strategic assessments to shape the company's growth trajectory.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field from an accredited institution
• 8+ years of progressive experience in either Corporate Development, Investment Banking, Equity Research, Private Equity, Strategic Finance or similar roles within high-growth technology companies (or covering the sector), preferably within the SaaS industry
• Proven track record in evaluating and closing acquisitions, assessing strategic initiatives, and navigating the capital markets and investor community
• Exceptional communication skills with the ability to articulate financial concepts and insights clearly to stakeholders at all levels
• Strong relationship management skills and ability to foster long-term relationships with investors and external parties
• Ability to thrive in a fast-paced, dynamic environment and deliver under tight deadlines with limited supervision
• Analytical mindset with meticulous attention to detail and a commitment to accuracy

Responsibilities

• Lead critical financial initiatives, including M&A financial support, investor relations, and multi-year financial planning
• Own financial modeling, drive strategic assessments, and act as a key liaison with the investment community
• Support deal due diligence – you will directly own certain components of deal due diligence (e.g. customer cohort and retention analysis) and support the broader Finance team with others (e.g. working capital analysis)
• Work closely with the Product Acceleration team in structuring and framing the deal and assist with any deal financing analysis – earnout structuring, cash/debt/equity mix, and related analyses
• Support the broader FP&A team as the primary deal liaison providing context and assistance with deal integration work streams such as combined business financial reporting, forecasting, budget management, go-to-market analysis, and business reviews
• Support purchase price allocation (PPA) workstreams. You will liaison with external parties and support various valuation efforts (e.g. intangible asset valuation) under the guidance of the external financial reporting team
• Work with our external IR firm to set up and manage non-deal roadshows and conference participation
• Own our investor deck and work closely with the executive leadership team and other business partners to develop content and a narrative that aligns with our investor story
• Assist with preparation ahead of major investor meetings and events
• Lead external metrics selection and definition with support from internal teams and our external IR firm, and related projects
• Support the corporate marketing organization with external press-releases – aligning on metrics, alignment with broader investor story, compliance, etc
• Co-lead our quarterly shareholder letter and mock earnings process. This role requires letter drafting, working with the executive leadership team and external IR firm to align on key talk tracks, creating financial collateral to support earnings decks and other materials
• Own the company’s multi-year plan and modeling efforts and support strategic discussions with the executive leadership team. Act as the primary liaison helping bridge the multi-year plan into the annual planning process (e.g. assist with top-down budget guidance setting)
• Work closely with the VP of Strategic Finance to support the executive leadership team with various strategic assessments such as exploring entering new geographical markets, build vs. partner vs. buy, and making strategic investment choices (e.g. expand into new customer segments vs. double-down on existing customer base)

Benefits

• Health insurance
• Retirement benefits
• Paid time off
• Remote work, flexible hours
• Life and disability insurance
• Bonuses and incentives
• Professional development opportunities
• Wellness programs
• Family and parental leave