Strategic Finance Lead

New York · 5-8 years experience · Full-time · Hybrid · Posted Oct 9, 2026

At a glance

At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.
We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.
Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.

The Strategic Finance Lead will join a small finance team to partner with business leaders on decision-making and execution. This senior individual contributor role involves owning planning processes, strategic projects, and systems implementation to drive business results.

Lead strategic projects in areas such as pricing, new-product economics, go-to-market strategy, and capital allocation.
Maintain driver-based forecasts, headcount and capacity models, and recurring KPI dashboards.
Contribute to the annual budget and long-range plan, explaining variances and recommending actions.
Analyze funnel, marketing returns, retention, gross margin, and customer economics to inform investment decisions.
Partner with Sales, Marketing, Product, and Operations to set goals and evaluate investment proposals.
Own analysis and written narratives for board and investor materials.
Support fundraising and diligence workstreams.
Lead finance systems projects, including planning and reporting tools, from requirements through implementation.
Use AI and automation to improve finance process speed and reliability.

5–8 years of relevant finance and operating experience.
Analytical training in investment banking, investing, or operating finance at a B2B software company.
Expertise in building clean, driver-based Excel models from scratch.
Understanding of SaaS metrics and unit economics including ARR, retention, CAC, payback, and gross margin.
Practical AI fluency with demonstrated experience improving or automating workflows.
Ability to communicate complex analyses simply and candidly.