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Numeral is building the future of tax through AI agents, human expertise, and global compliance. The company is the largest and fastest-growing AI-native tax solution, serving over 3,500 global businesses including Supabase, Eight Sleep, and Graza. Numeral has raised over $157M from top-tier investors including Insight Partners, Salesforce Ventures, and Benchmark.
You'll join a small finance team as a Strategic Finance Lead, working closely with the VP of Finance and partnering with leaders across the business. This is a senior individual contributor role focused on defined areas of planning and strategic projects that directly influence company direction.
Key responsibilities include:
- Leading strategic projects through implementation, owning initiatives in pricing, new-product economics, go-to-market strategy, and capital allocation. You'll frame problems, build analyses, make recommendations, and drive execution across teams.
- Owning key planning and forecasting activities: maintaining driver-based forecasts, headcount and capacity models, and recurring KPI dashboards. You'll contribute to annual budgets and long-range plans, explain variances, and recommend actions.
- Analyzing growth and profitability drivers including funnel metrics, marketing returns, retention, gross margin, and customer economics. You'll test assumptions and translate findings into investment decisions.
- Partnering directly with Sales, Marketing, Product, and Operations leaders to set goals, evaluate hiring and investment proposals, and work through tradeoffs.
- Owning analysis and narratives for board and investor materials, supporting fundraising and diligence workstreams with precision on numbers, assumptions, and implications.
- Leading finance systems projects including planning and reporting tools, from requirements through implementation and adoption. You'll leverage AI and automation to improve speed and reliability.
You'll have direct exposure to leadership, meaningful influence over capital allocation, and room to expand scope as the company grows. The role is hybrid, requiring 3 days per week in the NYC office.
REQUIREMENTS:
- 5–8 years of combined finance and operating experience, typically including rigorous analytical training in investment banking, investing, or comparable roles, plus operating finance experience at a B2B software company during rapid growth. Demonstrated ownership and judgment valued over exact career path.
- Excellent financial modeling: ability to build clean, driver-based Excel models from scratch, keep them understandable, and work quickly without compromising accuracy.
- High agency and follow-through: ability to take broad objectives, determine what matters, and drive to completion. Quick to get up to speed on unfamiliar business problems and tools, resourceful, and able to keep people aligned.
- Strong commercial instincts: deep understanding of SaaS metrics and unit economics (ARR, retention, CAC, payback, gross margin). Ability to question metric definitions and recognize potential misleading signals.
- Practical AI fluency: demonstrated use of AI in work with specific examples of improved or automated analyses and workflows. Ability to validate AI outputs.
- Clear communication and integrity: ability to explain complex analyses simply, communicate findings candidly (including when numbers challenge expectations), raise issues early, challenge assumptions constructively, and build trust through collaborative, low-ego approach.
NICE TO HAVES:
- SQL and BI tools (Hex, Looker, Sigma)
- Experience with pricing, sales compensation, or subscription/usage-based revenue models
- Exposure to fundraising, board reporting, or modern planning tools (Pigment, Anaplan)
