Strategic Finance (Hybrid)

Hi, Future Homie! At Homebase, you’ll join a team that’s bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team. We’re not just building an app—we’re building unstoppable teams. So what do you say, are you in? 📍Your Impact Starts Here We’re looking for a Strategic Finance Associate who’s passionate about helping shape business priorities and influence company strategy through data-driven decision-making. As a key member of the Strategic Finance team, you’ll partner closely with senior leaders and play a critical role in forecasting, financial reporting, and driving the business forward. These are the key ways you’ll contribute and create impact in this role: Financial Modeling & Forecasting - Own and evolve the company’s integrated financial model supporting driver-based planning, forecasts, scenario analysis, and long-range planning. - Develop and maintain comprehensive revenue forecasting models across assigned product lines, partnering closely with GTM leaders to align assumptions and execution SaaS Metrics Performance Analysis & Reporting - Support tracking and analysis of core SaaS metrics, including ARR growth, retention (NRR/GRR), LTV/CAC, and burn efficiency, translating metrics into insights - Prepare clear and concise financial summaries and insights for business reviews and Board-level materials. Business Partnership & Spend Management - Serve as a trusted finance partner to functional and operational leaders, owning annual operating plans and ongoing spend/forecast management - Bring strong financial rigor to decision-making and help leaders understand trade-offs and ROI - Support corporate initiatives as needed, including fundraising, M&A, and other ad hoc strategic analyses. 🚀 The Foundation for Success - These are the experiences and strengths that will set you up for success in this role: - 4+ years of experience across investment banking & strategic or corporate finance - Strong financial modeling and presentation skills - Working knowledge of SaaS performance metrics - Clear, confident communicator able to translate analysis into actionable insights for cross-functional partners - Structured, data-driven thinker with a bias to ownership and execution - Ability to work cross-functionally, operate under minimal supervision, and drive results - Fundamentally curious and relentless in understanding the “why” - Ability to collaborate in the office weekly on Tuesdays and Wednesdays 🤝 The Homie Way - These principles guide everything we do—from how we work and make decisions to how we show up for each other. - 💡 Be Customer Obsessed – Solve problems with empathy and creativity. - ⚡ Move Fast, Learn Fast – Experiment, take action, and grow every day. - 🎯 Own Your Impact – Think big, focus on what matters, and make decisions you stand behind. - 🏆 Master Your Craft – Excellence fuels impact—show up, step up, and make your mark. - 🏅 Win Together – Put goals over roles, lead with trust, and connect to our mission and each other. What We Offer (United States) - 💰 Ownership & Financial Security: Stock options + 401(k) with 4% match - 🏥 Comprehensive Healthcare: Medical, dental, and vision coverage + FSA options - ⏰ Paid Time Off: Flexible PTO + company holidays + designated focus periods - 🤖 AI access, for real: We invest in builders and believe that curiosity shouldn't have a paywall. That means you'll have access to paid AI tools with minimal restrictions, so you can build, experiment, and level up your craft. - 👶 Family Support: Up to 12 weeks of paid parental leave (after 6 months of service) - 🛡️ Protection Plans: Life insurance + short/long-term disability coverage - 🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly - 🍽️ Workspace Perks: Meals provided, commuter benefits, team offsites...