Strategic Finance Manager

Summary

Join Shippo, the shipping layer of the internet, as a Strategic Finance Manager and play a key role in shaping the company’s growth strategy. You will drive financial planning, forecasting, and strategic analysis across go-to-market functions, collaborating closely with Sales, Marketing, Carrier Partnerships, and Customer Success teams. By monitoring key metrics like CAC, LTV, and payback periods, you will enhance profitability and support decision-making. You will present findings to senior leadership and influence the broader strategic direction of the business, ensuring alignment between GTM investments and company-wide financial goals. This role offers the opportunity to contribute significantly to Shippo's expansion with strong financial discipline. The position requires a Bachelor's Degree in Finance or a related field, 3-5 years of experience in finance or strategic finance, and advanced financial modeling skills.

Requirements

• Bachelor's Degree in Finance or Related Field
• Experience: 3-5 years in finance or strategic finance, with a focus on GTM, preferably within a SaaS or high-growth tech company
• Advanced Financial Modeling Skills: Proven expertise in financial modeling, data analysis, and managing large datasets
• Strong Analytical and Problem-Solving Skills: Ability to analyze complex data, draw insights, and make data-driven recommendations to support strategic decision-making
• Exceptional Communication Skills: Able to articulate financial concepts clearly to both financial and non-financial stakeholders and present recommendations to executive audiences
• Cross-functional Collaboration: Demonstrated success working with cross-functional teams, including marketing, sales, and customer success, to achieve shared goals
• Adaptability and Initiative: Self-starter with the ability to prioritize tasks in a fast-paced, dynamic environment and adapt to evolving business needs
• Experience with Tools we Use: Google Sheets / Excel, Salesforce, Looker, Netsuite, Cube, and more

Responsibilities

• Support budgeting, forecasting, and long-term planning processes for the GTM team, ensuring alignment with corporate objectives and financial targets
• Collaborate with GTM leaders to drive financial strategy, analyze ROI on marketing and sales initiatives, and optimize allocation of resources across channels and campaigns
• Use financial models to assess and drive strategic investment decisions across marketing, sales, carrier partnerships, and customer retention programs
• Participate in cross-functional initiatives such as product launch assessments, carrier integrations, campaign evaluations, and efficiency tracking to support GTM objectives
• Fine tune, monitor, influence, and present KPIs like CAC, LTV, and payback periods. Provide actionable insights on financial and operational performance to senior leadership
• Partner with sales and product teams to develop and refine pricing strategies, analyze sales performance, and optimize customer acquisition costs
• Generate monthly and quarterly financial reports, including revenue, operational KPIs, and variance analysis for GTM teams, and present findings to senior leadership
• Identify opportunities to streamline financial processes, enhance accuracy, and improve forecasting and reporting scalability

Preferred Qualifications

• An MBA or relevant certifications (e.g., CFA, CPA) is preferred
• Investment banking experience is a plus
• Familiarity with tools like Looker, and financial planning software is a plus

Benefits

• Healthcare coverage for medical, dental, and vision (90% covered by the company, incl. dependents). Pets coverage is also available!
• Take-as-much-as-you-need vacation policy & flexible working
• One week-long company wide winter shutdown
• 3 Volunteer Days Off (VTOs)
• WFH stipend to set up your home office
• Charity donation match up to $100
• Dedicated programs, coaching, tools, and resources for your professional and career growth as well as an individual learning stipend for your personal and focused growth
• Fun team in person time through our Shippos Everywhere program which includes regular team and company off-sites throughout the year as well as local Shippos gatherings