Director, Finance & Strategy Remote

Working at SITE Technologies

We are building a best‑in‑class Finance & Strategy function, and this Director role is the cornerstone of that build. You will be the CFO’s primary partner and trusted #2, owning the financial planning and strategic finance engine of the company. You’ll work directly with the CEO, CTO, and CRO, drive our Series B financial narrative, and build the analytical infrastructure that turns data into decisions.

This is a high‑visibility, high‑autonomy role – but we want to be direct: this is not a purely strategic or managerial seat. The ideal candidate is equally comfortable building a detailed three‑statement model from scratch, pressure‑testing a unit economics assumption, or rolling up their sleeves on a complex business problem as they are presenting to the board or advising the executive team.

We also expect this person to be genuinely passionate about AI – using it extensively to increase your own velocity, automate recurring finance work, and help business partners across the company do the same.

• Own the annual plan and rolling forecast, including P&L, headcount, and cash flow modeling
• Build and maintain SITE’s Long Range Plan (LRP) with scenario planning capabilities for strategic decision making and fundraising support
• Lead the monthly close cadence in partnership with our accounting team, owning the management reporting package delivered to the CEO and board
• Develop department‑level budgets with functional leaders and hold the business accountable to them
• Lead the financial workstream for the Series B raise: investor‑ready model, KPI narrative, and data room preparation

• Evaluate M&A, partnership, and market expansion opportunities through rigorous financial diligence and scenario modeling
• Build out our SaaS Dashboard: ARR/ACV cohorts, GRR/NRR, CAC, LTV, gross margin by segment, Rule of 40, etc.
• Drive pricing and packaging analysis across our SaaS and services offering, including unit economics by customer segment
• Own the annual and quarterly planning process (OKRs, goal‑setting), maintain the finance/executive operating calendar, and ensure the leadership team stays coordinated on priorities and accountable to them
• Act as go‑to for cross‑functional problem solving – taking on projects that don’t fit cleanly in one department

• Data & Analytics is a separate function but we expect the candidate to be comfortable working with and manipulating massive amounts of data, not just waiting for an output
• Partner with Data & Analytics to develop automated pipelines for recurring finance/sales/ops workflows, reducing manual effort and improving data quality

• An experienced finance leader with 6–10 years of progressive finance experience; a background in investment banking, management consulting, or corporate strategic finance is a strong plus, with at least 3 years in a SaaS or high‑growth startup environment
• A genuine drive to build an AI native finance using best‑in‑class tools (Claude Code, Skills, Claude Excel, etc.) to meaningfully compress modeling, reporting, or analysis timelines
• Deep fluency in (and passion of) SaaS metrics - ARR, NRR, CAC, LTV, Rule of 40
• Strong financial modeling skills (3‑statement, long‑range, scenario, and cohort analysis)
• Experience owning or co‑owning an FP&A function, not just contributing to one
• Comfort operating as a generalist in a lean environment – you can write a board memo, build a model, and present to a CRO in the same week
• Exceptional communicator who can distill complexity into crisp, actionable insight

• Experience at a company that went through a venture fundraise (Series A–C) and understands the investor diligence process
• Familiarity with mixed SaaS/professional services business models and the gross margin and revenue recognition nuances they create
• Exposure to revenue operations or GTM analytics (Salesforce data, pipeline modeling, commission plan design)
• Prior experience managing or mentoring junior finance staff

• This position can be based in one of 18 States where SITE is an Employer ……