Valon · 1 day ago
Strategic Finance Lead
New York, NY
Full-time
Onsite
Senior LevelValon is building an AI-native operating system for regulated finance, starting with mortgage servicing. They are seeking a Strategic Finance Lead to take ownership of strategic finance and executive/board-facing materials, drive annual planning, and support fundraising execution.
Financial ServicesFinTechReal Estate
Responsibilities
Board & Executive Communication
Draft close-to-final board memos: narrative, KPI interpretation, decision points, and recommendations
Create & maintain the board deck / materials (KPIs, strategic updates, operating cadence)
Drive consistent executive reporting so leadership can make decisions quickly and confidently
Translate messy operational realities into clear, concise storytelling
Planning, Budgeting, and Runway Strategy
Own annual planning: budget, headcount plan, and cross-functional alignment
Build and maintain a driver-based operating plan tied to funnel metrics
Run scenario planning and sensitivity analysis (base / upside / downside)
Be the “source of truth” on runway, burn, and capital planning
Financial Modeling & Business Insights
Build/own a robust 3-statement model (IS/BS/CF)
Own unit economics and cohort-based modeling; deeply understand payback, margins, retention
Partner with operators to diagnose variance, identify risks/opportunities, and drive action
Build analysis that helps leadership resolve debates faster (“what matters, why, what we do next”)
Fundraising Support
Support fundraising execution: deck/model narrative, investor Q&A prep, data room organization
Maintain fundraising-ready metrics and materials so the CEO/COO aren’t reinventing everything
Help with valuation comps, capital structure, and fundraising mechanics
Finance Ops / Close Coordination
Coordinate close/reporting, ensuring data integrity and consistent KPI definitions
Work with accounting/finance ops to ensure we have clean, timely financials and reporting cadence
Build systems so finance isn’t heroic, it’s predictable
Strategic Special Projects / BizOps
Own ambiguous, high-importance projects that touch strategy, operations, and execution
Partner across teams to drive outcomes, not just analysis
Be a force multiplier for COO
Qualification
Required
Exceptional financial modeling (3-statement, driver-based, cohorts, scenarios, sensitivities)
Ability to translate analysis into crisp storytelling (memos, decks, exec communication)
High ownership: you run workstreams end-to-end without handholding
Comfort operating in ambiguity with imperfect data
Strong judgment and ability to “make the call” when needed
Can be scrappy and fast, while still producing polished board/investor-grade output
Strong cross-functional collaboration (can push, align, and unblock)
Preferred
Experience with high-growth fundraising and board prep
Pricing and packaging strategy experience
Fintech / mortgage domain familiarity (nice, not required)
Company
Valon
Valon is building the AI-native operating system for regulated finance.
Founded in 2019
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$197.1MKey Investors
WestCapAndreessen Horowitz
2024-10-23Series C· $100M
2021-11-03Series B· $43.9M
2021-02-02Series A· $50M
Leadership Team
Andrew Wang
Co-Founder & CEO
Jonathan Hsu
Co-Founder & CTO
Recent News
2025-04-03
2025-03-20
Company data provided by crunchbase