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Sr. Lead Strategic Finance Partner
HighLevelUnited States, United StatesRemotefull_timeVerifiedPosted 16 Jul 2025
About the role
Position: Sr. Lead Strategic Finance PartnerReports To: Head Of FinanceLocation: Remote USA
About UsHighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our PeopleWith over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our ImpactAs of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who You AreHighLevel is seeking an experienced & highly motivated Senior Lead Strategic Finance Partner focused on supporting our Product function, helping us develop the frameworks to influence decision making for some of our most business-critical questions. You’ll partner cross-functionally with leaders across the business to inform resource allocation, define operational and financial KPIs for key initiatives, own revenue forecasting, and proactively identify ways to improve capital allocation. We are looking for someone with extremely strong analytical + modeling skills with a clear track record of partnering with, and influencing, cross-functional teams with experience in SaaS - and preferably usage-based + payments business models. You will report directly to the Head of Finance.
About UsHighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our PeopleWith over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our ImpactAs of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who You AreHighLevel is seeking an experienced & highly motivated Senior Lead Strategic Finance Partner focused on supporting our Product function, helping us develop the frameworks to influence decision making for some of our most business-critical questions. You’ll partner cross-functionally with leaders across the business to inform resource allocation, define operational and financial KPIs for key initiatives, own revenue forecasting, and proactively identify ways to improve capital allocation. We are looking for someone with extremely strong analytical + modeling skills with a clear track record of partnering with, and influencing, cross-functional teams with experience in SaaS - and preferably usage-based + payments business models. You will report directly to the Head of Finance.
What You'll Be Doing
- Functional Ownership: Play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to help influence + quantify key business decisions
- Strategic Planning & Forecasting: Own and improve the company’s long-range financial model for our usage-based and payments products, embedding deeply across the business to identify, quantify and capture changes in GTM, product strategy, operational efficiency, etc.
- Decision Support: Partner with senior product leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes
- Board & Investor Materials: Prepare reporting, financial insights, forecasts, and KPIs to the board of directors, investors, and executive stakeholders.
- Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability
- KPI Development & Tracking: Define and track key performance indicators across various Product surface areas and lead performance measurement initiatives to drive accountability and transparency.
- Corporate Development Support: Collect and analyze external financial/operational data, and interpret market trends and competitor activities to deliver benchmarking analysis and influence decision making for key stakeholders, including management and investors.
- AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing processes + improve precision, helping unlock team capacity to focus on other ad-hoc or high-impact analysis
What You'll Bring
- Bachelor's degree in Finance, Economics, Business, or a related field
- 6-8+ years of experience in investment banking, private equity, or management consulting, with at least 2-4 years of experience in the strategic finance function within a late-stage / high-growth tech or publ
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