Strategic Finance Manager at Prismatic

Job description

Prismatic is the integration platform that helps B2B software companies build integrations fast and deliver them at scale. We're turning integrations from a bottleneck into a growth driver for hundreds of companies, from high-growth startups to Fortune 500s. Our platform handles everything that breaks at scale, so teams can ship integrations, not infrastructure. It provides flexible, AI-enabled build experiences through code-native, low-code, and an embedded workflow builder, plus self-service configuration and an embedded marketplace. Prismatic is well-funded with strong product-market fit and a high-agency, driven, collaborative culture. About the role: We’re looking for a Strategic Finance Manager to further evolve the way we drive decision-making at Prismatic. You’ll report to the CFO, serving as the lead point of contact whenever we need to make a critical decision grounded in trusted data and analysis. This role will bring the unique vantage point of understanding company-wide data at a deep level to help drive strategy both at the entire company and individual team levels. This is a foundational hire who will have a wide latitude to build processes and capabilities from scratch. You’ll work cross-functionally across the entire company to identify the data that is critical to evaluating key functions/processes, ensure that data’s accuracy, and generate/disseminate insights from that data to drive decision-making. You will sit within Finance, but will be a critical partner to every team across the company with high-frequency collaboration. This role is ideal for someone who’s comfortable owning ambiguity, wants to be the go-to analytical and strategic resource for an entire company, and is eager to develop a deep knowledge of what drives success in every function at a scaling SaaS company. What you will do: Own cross-functional KPI reporting, ensuring every team has accurate and timely visibility into how they’re performing, as well as proactively communicating key signals as they become apparent Lead ad hoc strategic planning efforts, partnering with leadership to evaluate new initiatives, market opportunities, and business tradeoffs. Serve as the first responder for ad hoc analysis requests from stakeholders across the company, from the executive team to individual department leads Own the entire breadth of FP&A functions for the company, including Board and investor reporting, long- and short-term financial planning, variance analysis, and other financial reporting. Ensure the integrity of the underlying data that reporting depends on, directly addressing or partnering with teams to fix quality issues at the source rather than patching them downstream. Build, maintain, and continuously improve data models and reporting capabilities, leveraging AI to maintain ownership of more technical aspects of our data infrastructure. Communicate findings clearly to non-financial audiences, translating data into recommendations that drive decisions. About you: 3-5 years of experience spanning investment banking, private equity, or a similar high-rigor analytical background, combined with experience in FP&A or strategic finance at an operating company (ideally a high-growth SaaS or software startup). Strong understanding of core SaaS metrics (ARR, NRR/GRR, CAC, LTV, magic number, burn multiple, rule of 40, etc.) and how they connect to the underlying business. Excellent financial modeling skills — able to build models that are clean, well-structured, and hold up under scrutiny. A proven track record in building processes/tooling from scratch, ideally utilizing AI to reliably accelerate development. Demonstrated ability to operate as a strategic thought partner to leadership by providing data with context and a viewpoint, not just reporting numbers. Excellent written and verbal communication skills, with the ability to distill complex analysis into clear takeaways for non-finance audiences. Highly organized and responsive — capable of juggling multiple concurrent requests from different teams without dropping the ball on data quality or deadlines. Comfortable operating independently in a fast-moving, evolving environment. Bonus points for: Experience with dbt and Snowflake, or comparable modern data-stack tooling. Experience at a company under ~100 employees, where you built reporting processes rather than inherited them. Understanding of SQL. Familiarity with BI/dashboarding tools. Familiarity with FP&A tools. Pay range: The pay range for this role is $155,000 - $185,000/yr USD + Equity Life at Prismatic Our Values Our values shape everything we do—how we make decisions, collaborate, and operate day to day. Give a Shit – We bring passion and drive to our work. We believe what we're doing matters and we treat it that way. Progress Over Perfection – We value daily progress, moving fast, and iterating. We prefer a good solution now over a perfect one later. Same Team – We recognize that we succeed or fail as a group and help each other out. We don't tolerate assholes. What to expect at Prismatic We operate with urgency, ownership, and high standards. You'll be joining a team that's highly engaged, customer-obsessed, and constantly solving new problems that help B2B software companies scale their integration strategies. To support this pace, we're also intentional about sustainability. We offer comprehensive benefits, unlimited PTO, and top-tier equipment for remote work. Benefits 🏡 Remote work: Our team works remotely across the US; we travel together 2x times a year for company kick-offs and mid-year meetings. 🏖️ Unlimited PTO: We have an unlimited & flexible paid time off (PTO) policy that encourages our team to recharge when they need to. 🏥 Medical, dental & vision: Prismatic offers high-quality medical (Cigna Medical), dental (Guardian Dental) and vision (Guardian VSP) care for full-time employees and their dependents. 🛡️ Life insurance: We provide company-paid life insurance, short-term disability insurance, and long-term disability insurance through Guardian. 🏦 401(k): Our 401(k) plan is through Empower with 4% company match - 100% of the first 3% and 50% of the next 2%. 💻 Computer & technology equipment: We provide the equipment you need to do your best work, applicable to your role + $1k new hire setup stipend. Ready to Help Turn Integrations Into Growth Drivers? We want diverse perspectives and experiences. If this role excites you but you're not sure you check every box, apply anyway. We consider every application thoughtfully and will either move forward with you, connect you with another team that might be a better fit, or keep in touch for future opportunities.

Requirements

Must-haves

Prismatic is well-funded with strong product-market fit and a high-agency, driven, collaborative culture. About the role:
Own cross-functional KPI reporting, ensuring every team has accurate and timely visibility into how they’re performing, as well as proactively communicating key signals as they become apparent
Lead ad hoc strategic planning efforts, partnering with leadership to evaluate new initiatives, market opportunities, and business tradeoffs.
Serve as the first responder for ad hoc analysis requests from stakeholders across the company, from the executive team to individual department leads
Own the entire breadth of FP&A functions for the company, including Board and investor reporting, long- and short-term financial planning, variance analysis, and other financial reporting.
Ensure the integrity of the underlying data that reporting depends on, directly addressing or partnering with teams to fix quality issues at the source rather than patching them downstream.
Build, maintain, and continuously improve data models and reporting capabilities, leveraging AI to maintain ownership of more technical aspects of our data infrastructure.
Communicate findings clearly to non-financial audiences, translating data into recommendations that drive decisions.
Strong understanding of core SaaS metrics (ARR, NRR/GRR, CAC, LTV, magic number, burn multiple, rule of 40, etc.) and how they connect to the underlying business.
Excellent financial modeling skills — able to build models that are clean, well-structured, and hold up under scrutiny.
A proven track record in building processes/tooling from scratch, ideally utilizing AI to reliably accelerate development.
Demonstrated ability to operate as a strategic thought partner to leadership by providing data with context and a viewpoint, not just reporting numbers.
Excellent written and verbal communication skills, with the ability to distill complex analysis into clear takeaways for non-finance audiences.
Highly organized and responsive — capable of juggling multiple concurrent requests from different teams without dropping the ball on data quality or deadlines.
Comfortable operating independently in a fast-moving, evolving environment.
Experience with dbt and Snowflake, or comparable modern data-stack tooling.
Experience at a company under ~100 employees, where you built reporting processes rather than inherited them.
Understanding of SQL.
Familiarity with BI/dashboarding tools.
Familiarity with FP&A tools.

Nice-to-haves

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Application prep

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Keywords to mirror

aigosql

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Paid Time Off