Strategic Finance Senior Manager

Serval Inc

$150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of experience in Biz Ops, Strategy, or Finance within a high-growth SaaS or AI environment.
  • 3+ years in a focused role in Biz Ops, Strategy, or Finance.
  • 2+ years of experience in management consulting, investment banking, private equity, or venture capital.
  • Strong analytical skills with a high proficiency in Excel/Gsheet modeling.
  • Experience in building KPI frameworks or operating reporting infrastructure from the ground up.

Responsibilities

  • Define and manage the core product KPI framework, focusing on automation metrics and customer value.
  • Lead the evolution of pricing strategy in alignment with product delivery and value scaling.
  • Develop a comprehensive ROI and business case tool to support sales efforts.
  • Improve customer-level cost tracking to enhance understanding of unit economics.
  • Create and present board materials and annual/quarterly business plans.
  • Evaluate ROI on marketing, sales, and deployment investments to inform go-to-market strategies.

Benefits

  • Impact: Play a crucial role in shaping product success and company direction.
  • Growth: Contribute to the development of innovative AI products with support from an experienced team.
  • Culture: Join a dynamic workplace that emphasizes innovation, ownership, accountability, and enjoyment.
Full Job Description
The Mission

Serval is in the midst of hypergrowth, and we need someone looking ahead 12 months to predict "what are the things we wished we figured out sooner?". We're looking for someone who is excited about leveraging their finance & biz ops experience in new ways to answer some of the most critical strategic questions facing the company:
  • What does product success actually look like?
  • Which customers are we making money on?
  • Are we pricing in a way that scales with the value we deliver? How do we prove that value, drive expansion, and price for the long term?

This role sits within the Strategic Finance function, and will partner closely with the Exec Team, Engineering, Sales, and Marketing. This is a builder role; you won't inherit a framework.

Who You Are
  • Finance or biz-ops leader that believes Finance is critical for both developing and executing on strategy vs. advising other stakeholders
  • A rigorous, systems-oriented thinker who brings clarity to ambiguity. Able to distill complex issues into the key components that matter.
  • Commercially grounded, you understand SaaS & AI unit economics and can connect product metrics to business outcomes.
  • A cross-functional operator who can influence without formal authority
  • High-ownership and high-slope; energized by early-stage infrastructure work
What You'll Do
  • Define and own our core product KPI framework from automation metrics and workflow adoption to customer value and expansion signals
  • Leverage our product KPI framework (above) to lead our pricing strategy evolution. Assess how we should move beyond licensing to better scale with the value we deliver. Partner with sales to get customer feedback.
  • Build an ROI and business case tool that gives sales a rigorous, data-backed way to quantify value for prospects
  • Enhance our margin visibility: improve customer-level cost tracking including personnel, infrastructure, and usage costs, to inform our understanding of unit economics
  • Build board materials and annual/quarterly plans
  • Determine the ROI on across marketing, sales, and deployment investments to shape our GTM strategy
What You'll Need
  • 5-8 years of total work experience, with
    • 3+ years in Biz Ops, Strategy, or Finance at a high-growth SaaS or AI company
    • 2+ years in management consulting, investment banking, PE, or VC
  • Strong analytical rigor, exceptional with Excel/Gsheet modeling
  • Track record building KPI frameworks, operating reporting infrastructure, or pricing models from scratch
  • Working knowledge of SaaS/AI unit economics: CAC, LTV, gross margin, contribution margin, COGS
  • Ability to drive cross-functional accountability across senior stakeholders
  • Based in San Francisco (or willing to relocate)


What We Offer
  • Impact: Be a key player in shaping the success of our product and company.
  • Growth: Build a fundamentally new AI product offering with the support of our experienced team and investors. Grow rapidly with the company.
  • Culture: Join a culture that values innovation, ownership, accountability, and fun.

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