Note: The job is a remote job and is open to candidates in USA. SITE Technologies is a Chicago-based Series A Prop Tech company focused on revolutionizing facility management through AI solutions. The Director of Finance & Strategy will partner closely with the CFO and executive team to oversee financial planning, strategic finance, and operational analytics, ensuring the company’s financial narrative supports its growth and decision-making processes.
Responsibilities
- Own the annual plan and rolling forecast, including P&L, headcount, and cash flow modeling
- Build and maintain SITE’s Long Range Plan (LRP) with scenario planning capabilities for strategic decision making and fundraising support
- Lead the monthly close cadence in partnership with our accounting team, owning the management reporting package delivered to the CEO and board
- Develop department-level budgets with functional leaders and hold the business accountable to them
- Lead the financial workstream for the Series B raise: investor-ready model, KPI narrative, and data room preparation
- Evaluate M&A, partnership, and market expansion opportunities through rigorous financial diligence and scenario modeling
- Build out our SaaS Dashboard: ARR/ACV cohorts, GRR/NRR, CAC, LTV, gross margin by segment, Rule of 40, etc
- Drive pricing and packaging analysis across our SaaS and services offering, including unit economics by customer segment
- Own the annual and quarterly planning process (OKRs, goal-setting), maintain the finance/executive operating calendar, and ensure the leadership team stays coordinated on priorities and accountable to them
- Act as go-to for cross-functional problem solving - taking on projects that don’t fit cleanly in one department
- Partner with Data & Analytics to develop automated pipelines for recurring finance/sales/ops workflows, reducing manual effort and improving data quality
Skills
- Experience in financial planning and analysis, including ownership of annual plans and rolling forecasts
- Ability to build and maintain long-range plans with scenario planning capabilities
- Experience leading monthly close cadence and management reporting
- Proven track record in developing department-level budgets and holding teams accountable
- Experience leading financial workstreams for fundraising efforts, including investor-ready models and KPI narratives
- Strong analytical skills to evaluate M&A, partnership, and market expansion opportunities
- Experience building SaaS dashboards and analyzing key metrics such as ARR/ACV, GRR/NRR, CAC, LTV, and gross margin
- Ability to drive pricing and packaging analysis across SaaS and services offerings
- Experience in annual and quarterly planning processes, including OKRs and goal-setting
- Strong cross-functional problem-solving skills
- Comfortable working with and manipulating large datasets
- Experience partnering with data and analytics teams to develop automated workflows
Company Overview