Financial Planning & Strategy Manager; Volunteer -Unpaid

Financial Planning & Strategy Manager (Volunteer Role-Unpaid)

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Role Overview

We are seeking an experienced Financial Planning & Strategy Manager to lead our financial modeling, cost structure analysis, and revenue forecasting. This role will be pivotal in ensuring our business decisions are grounded in robust, data-driven financial insights. You will work closely with the executive team, product leaders, and investors to evaluate business scenarios, optimize cost efficiency, and project revenue growth.

The ideal candidate has strong expertise in building dynamic financial models, understanding cost drivers, and translating market and operational data into actionable forecasts.

Key Responsibilities

• Develop, maintain, and optimize detailed financial models for new and existing business lines.
• Build and validate cost hypotheses, identifying opportunities for operational and margin improvement.
• Create accurate revenue forecasts based on market data, customer acquisition trends, and pricing strategies.
• Partner with product, operations, and marketing teams to align financial forecasts with business objectives.
• Conduct sensitivity and scenario analyses to support strategic decision-making.
• Prepare financial reports, dashboards, and presentations for executive leadership and investors.
• Support fundraising efforts by providing financial projections and answering investor due diligence questions.
• Monitor key financial KPIs and provide recommendations for corrective actions.

Qualifications

• 5+ years of experience in financial planning, business modeling, or corporate strategy, preferably in a startup, fintech, or SaaS environment.
• Proven track record in building dynamic financial models from scratch.
• Strong analytical skills with the ability to interpret complex data and present clear insights.
• Proficiency in Excel/Google Sheets; experience with financial planning software is a plus.
• Understanding of cost structures, unit economics, and revenue forecasting methodologies.
• Strong business acumen and ability to collaborate with cross-functional teams.
• Bachelor’s degree in finance, economics, accounting, or related field; MBA or CFA preferred.

• Mid-Senior level

• Finance and Sales

• Technology, Information and Internet

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