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Productboard · 2 days ago

Head of Strategic Finance

San Francisco, CA

Full-time

Onsite

Director/Executive

$155K/yr - $263K/yr

10+ years exp

Productboard is a leading intelligent product management platform that empowers companies to build exceptional products. They are seeking a Head of Strategic Finance to lead strategic planning and forecasting, develop financial models, and provide insights to guide executive decision-making.

Consumer ResearchProduct ManagementProduct ResearchSoftware

Responsibilities

Lead strategic planning and forecasting — Oversee annual, quarterly, and long-range planning cycles to align company goals, resource allocation, and strategic priorities

Build strategic frameworks and scenario models — Develop forward-looking models that quantify strategic options and inform executive decision-making

Drive performance visibility — Build dashboards and reporting frameworks that highlight performance trends, risks, and opportunities for improvement

Shape strategic decision-making — Deliver actionable insights that guide prioritization, resource allocation, and GTM execution

Tell the financial story — Translate complex financial data into clear, compelling narratives for executives, the board, and investors

Support board and investor communications — Partner with the CFO to prepare board materials, investor updates, and long-term financial narratives that align strategy and performance

Enhance financial systems and processes — Partner with Accounting, IT, and Data to scale financial planning infrastructure and improve forecast accuracy

Lead high-impact strategic initiatives — Collaborate cross-functionally on projects such as pricing, monetization, M&A evaluation, and AI enablement

Build and lead a high-impact team — Recruit, develop, and support Strategic Finance professionals in a culture that values curiosity, accountability, and collaboration

Qualification

Strategic planningFinancial modelingPerformance analysisSaaS unit economicsCorporate FP&AInvestor communicationsCross-functional collaborationProactive mindsetAnalytical skillsAdvanced degreeOracle NetSuiteSQLLookerOutstanding communicationTeam leadership

Required

10+ years of experience in investment banking, private equity, consulting, or strategic finance — ideally with exposure to high-growth SaaS or technology companies

4+ years in corporate FP&A or Strategic Finance with direct business partnership experience

Proven ability to lead strategic planning, forecasting, and financial analysis across complex, multi-product, or multi-region organizations

Exceptional analytical and financial modeling skills — you can turn data into insight and insight into action

Outstanding communication skills, with the ability to influence senior executives and simplify complex topics

Deep understanding of SaaS unit economics (ARR, CAC, CLTV, churn, payback, gross margin, etc.) and drivers of enterprise value

Strong balance of strategic vision and hands-on execution — comfortable driving longer-term direction while staying deeply engaged in the details that matter

A proactive, high-ownership mindset and bias for action

Bachelor's degree required; MBA or equivalent advanced degree preferred

Must be legally authorized to work in the U.S