Ridgeline · 7 hours ago
Senior Manager/ Director - Finance and Strategy
San Ramon, CA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$155K/yr - $182K/yr
8+ years expRidgeline is an innovative company focused on revolutionizing the investment management industry through technology. The Senior Manager or Director in Finance & Strategy will lead a team of analysts, influence strategic decisions, and drive financial processes to support the company's long-term goals.
Artificial Intelligence (AI)Information TechnologySoftware
No H1B
Responsibilities
Lead and develop a high-performing team of FP&A analysts, fostering a culture of growth, accountability, and collaboration
Act as a strategic advisor to senior leaders across Product, GTM, and G&A, delivering insights that influence planning and execution
Own and evolve Ridgeline’s forecasting, budgeting, and scenario modeling processes, ensuring alignment with long-term goals
Manage the companywide annual operating plan, supporting clarity and cross-functional accountability
Build and maintain financial systems, tools, and KPI frameworks that empower data-driven decisions
Partner with Strategy/Ops to drive automation and improve the quality and reliability of financial data
Deliver compelling, executive-ready analysis that highlights what matters and recommends clear actions
Connect operational plans with financial outcomes through partnership, analysis, and structured insight
Push forward a mindset of ownership, transparency, and continuous improvement across the Finance & Strategy function
Qualification
Required
8–12+ years of progressive experience in FP&A or Strategic Finance within SaaS or technology companies
Proven ability to influence senior stakeholders (e.g., CTO, CRO) with clarity, confidence, and data
Hands-on experience with financial modeling, forecasts, scenario analysis, and executive reporting
Demonstrated success managing and mentoring a team of analysts or managers
Expertise with FP&A tools (e.g., Adaptive Planning, Workday) and passion for scaling infrastructure
Strong analytical and communication skills, with the ability to simplify complexity and tell clear financial stories
High emotional intelligence and a track record of building trusted cross-functional partnerships
Experience thriving in fast-paced, ambiguous environments with a bias toward action and continuous improvement
You must be work authorized in the United States without the need for employer sponsorship
Preferred
Background in investment management or enterprise SaaS
Experience with pricing, headcount modeling, or product economics
Familiarity with BI tools and dashboard development
Comfort working with executives and board-level stakeholders
Benefits
100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans
Company
Ridgeline
Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dave Blair
Chief Executive Officer
Lisa Faucher
SVP, Enterprise Operations
Recent News
Company data provided by crunchbase