Strategic Finance Implementation Consultant

Strategic Finance Implementation Consultant

Location : Remote (U.S. Only)

Compensation : $150,000 $190,000 base + equity

Employer : Confidential SaaS Client Represented by FocusPoint

About the Opportunity

FocusPoint is representing a rapidly growing B2B SaaS company that helps finance teams and leaders across sales, people, operations, and engineering collaboratively model and understand their forward-looking financial performance. Their platform centralizes forecasting, budgeting, and scenario planning, making financial insights accessible and actionable across the organization.

The company is expanding its post-sales team and seeking Strategic Finance Implementation Consultants who combine deep FP&A expertise with strong customer-facing skills. This role sits at the intersection of finance, product enablement, and consulting.

You will work directly with CFOs, VPs of Finance, and operational leaders at mid-market companies to build out financial models, guide strategic conversations, and ensure customers fully adopt and leverage the platform.

What You ll Do

Manage a portfolio of mid-market customers

Lead onboarding sessions, trainings, and live working meetings with finance teams

Translate customer assumptions into financial forecasts, budgets, and scenario models

Build and iterate financial models within the platform

Help customers understand implications of hiring, budgeting, and operational decisions

Troubleshoot data issues; perform light SQL / data-mapping work when needed

Prioritize multiple inbound customer requests across your portfolio

Act as a trusted advisor guiding customers through financial planning best practices

Collaborate cross-functionally with Sales, Solutions, Product, and Engineering

Provide feedback to improve product workflows and customer experience

What You Bring Must-Have Qualifications

3 6 years in FP&A, finance / strategy consulting, strategic finance, transaction services, PE / VC analysis, or investment banking (client-facing)

Strong understanding of :

Financial statements

Driver-based modeling

Headcount and budget forecasting

Scenario analysis

Prior experience communicating directly with external business clients

Strong ability to simplify and explain complex financial concepts

High proficiency in Excel

Analytical, structured thinker who can go 0 1 in unfamiliar environments

Authorized to work in the United States (no visa sponsorship available)

Nice-to-Have Qualifications

Experience implementing software or onboarding customers

SQL knowledge or willingness to learn

SaaS or startup environment experience

BI, analytics, or data-modeling exposure

Experience handling a larger customer portfolio or workload

Who Thrives Here

FP&A professionals who enjoy direct client interaction

Consultants looking for better work-life balance without losing analytical rigor

Individuals excited by hands-on modeling and collaborative financial problem-solving

Candidates who enjoy a mix of finance depth and customer-facing strategy

Professionals who thrive in fast-paced, high-growth environments

Why Work Through FocusPoint

As the exclusive recruiting partner, FocusPoint provides :

Streamlined access to the hiring team

Coaching and preparation for every interview step

Direct feedback throughout the process

Support during offer negotiation

Submitting through FocusPoint ensures full visibility, preparation, and guidance.

Next Steps

If interested, FocusPoint will facilitate an initial screen and guide you through the structured interview process, which includes a hands-on financial modeling exercise and panel conversations with cross-functional stakeholders.

How to Apply

To ensure confidentiality and alignment with our client s hiring process, all applications must be submitted through FocusPoint. Please do not attempt to contact the client directly. Interested candidates should reach out to FocusPoint s recruitment team with any questions.