Director, Strategic Finance

Job Description

Upgrade is seeking a highly analytical and strategic Director of Strategic Finance to drive profitability, operational efficiency, and enhance reporting for one of its growing business lines. This role reports to the VP of Finance and is a critical business partner responsible for providing financial insights and strategic guidance to executive leadership. The ideal candidate will have a strong background in financial services, deep knowledge of scaling businesses, and experience driving profitability in dynamic environments. This position is based in Upgrade's San Francisco office in a hybrid capacity.What this role involves:

• Developing and maintaining accurate, timely, and insightful financial reports.
• Establishing and enhancing reporting frameworks to track key financial metrics.
• Leading initiatives to analyze profitability and identify areas of opportunity.
• Partnering with FP&A to deliver financial planning, forecasting, and reporting.
• Providing data-driven insights and recommendations to influence business strategy.
• Owning the monthly/quarterly forecast process, ensuring alignment with corporate goals.
• Monitoring performance against budget, identifying trends, and recommending actions.
• Partnering with business leaders to evaluate opportunities, pricing strategies, and cost management initiatives.
• Collaborating with cross-functional teams to support product launches, market expansion, and operational scaling.
• Developing and presenting detailed financial models, dashboards, and KPIs to measure performance.
• Conducting scenario analyses and sensitivity tests to evaluate potential risks and opportunities.

What Upgrade is looking for:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA or CFA designation preferred.
• 7+ years in Corporate Finance, FP&A, strategic finance, or a related field.
• Previous experience developing models and reporting with Pigment.
• Experience in high-growth companies, preferably in fintech, consumer tech, or B2C product companies.
• Previous experience in pre-IPO or public companies is highly desirable.

What Upgrade offers:

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance
• Flexible PTO
• Opportunities for professional growth and development
• Paid parental leave
• Health & wellness initiatives